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Airtable + PandaDoc

Manage updated PandaDoc documents by creating records in Airtable

Ensure you stay updated with status changes in your PandaDoc documents by implementing this workflow. When a document's status is updated in PandaDoc, it will create a new record in Airtable, presenting a streamlined approach to managing your documents in real-time. This integration offers a robust solution to keep your records in check and enhance your document management system.

Ensure you stay updated with status changes in your PandaDoc documents by implementing this workflow. When a document's status is updated in PandaDoc, it will create a new record in Airtable, presenting a streamlined approach to managing your documents in real-time. This integration offers a robust solution to keep your records in check and enhance your document management system.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Related categories

Triggers & Actions