Email by Zapier + PandaDoc

Send outbound emails in Email by Zapier when new documents are sent in PandaDoc

Optimize your document workflow with an automation between PandaDoc and Email by Zapier. Whenever a document is sent through PandaDoc, this workflow will spring into action, sending an outbound email via Email by Zapier. It's a simple yet effective solution to ensure immediate communication, making it perfect for businesses looking to streamline their document processes.

When this happens...
Document Sent
Triggers when a document is sent.
TriggerInstant
automatically do this!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
Try It
- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- Setup Directions
Trigger
Instant
Try It

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

Related categories

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.

Learn more

Related categories

Documents

Similar apps

Related Zap Templates

Create PandaDoc documents from new inbound emails in Email by Zapier

Send outbound emails in Email by Zapier when document status changes in PandaDoc

Email by Zapier + PandaDoc

Send outbound emails in Email by Zapier when new documents are sent in PandaDoc

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

New Inbound Email

Send Outbound Email

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

New Read Receipt

About Email by Zapier

Related categories

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend

Related Zap Templates

Related Zap Templates