PandaDoc + Microsoft SharePoint

Create new Microsoft SharePoint items when PandaDoc documents are completed

Save time and increase productivity with this workflow that turns finished PandaDoc documents into new list items in Microsoft SharePoint. As soon as a document is completed in PandaDoc, a new list item is simultaneously created in SharePoint. Manage your documents efficiently and have a structured outline of your completed papers without any hassle. This is an ideal solution for those seeking to streamline document management processes.

Save time and increase productivity with this workflow that turns finished PandaDoc documents into new list items in Microsoft SharePoint. As soon as a document is completed in PandaDoc, a new list item is simultaneously created in SharePoint. Manage your documents efficiently and have a structured outline of your completed papers without any hassle. This is an ideal solution for those seeking to streamline document management processes.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    ActionWrite
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Supported triggers and actions

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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.
Learn more

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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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  • Team Collaboration