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  • PandaDoc logoPandaDoc logo

Jotform + PandaDoc

Create attachments in PandaDoc from new submissions in Jotform

Effortlessly streamline your document management process with this automation. Whenever a new submission is added in Jotform, a corresponding attachment is instantly created in PandaDoc. This serves as a time-saving workflow that ensures your documents stay coordinated and up-to-date, giving you more time to focus on your core business tasks.

Effortlessly streamline your document management process with this automation. Whenever a new submission is added in Jotform, a corresponding attachment is instantly created in PandaDoc. This serves as a time-saving workflow that ensures your documents stay coordinated and up-to-date, giving you more time to focus on your core business tasks.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Attachment

    Create an attachment for a document.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • Source

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

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pandadoc logo

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