PandaDoc + Streak

Create documents in PandaDoc when stages change in Streak

Streamline your document creation process with this workflow. When a change stage occurrence is detected in Streak, a new document will be instantly created in PandaDoc. This seamless automation ensures your operations stay efficient and organized, saving you time and manual effort. Enjoy a smoother, faster document processing experience with this Streak and PandaDoc integration.

When this happens...
Box Change Stage
Triggers when a box changes Stage.
TriggerInstant
automatically do this!
Create Document
Create a document from a template.
ActionWrite

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Supported triggers and actions

- PipelineRequired
Trigger
Instant
Try It
- Stage
- Field
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write
- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search
- 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

- Stage
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Team KeyRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or 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

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

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Update Streak boxes when PandaDoc documents are completed

Update documents in PandaDoc for updated boxes in Streak

PandaDoc + Streak

Create documents in PandaDoc when stages change in Streak

Supported triggers and actions

Box Change Pipeline

Updated Box

New Comment

New Box

Task Complete

Task Due

Add Organization to Box

Create Comment

Edit Box

Get File by File Key

Link Boxes

Update Contact

Find a Box

Find an Organization

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Box Change Stage

Box Email Received Count Change

Updated Contact

New Contact

New Task

Add Contact to Box

Create New Box

Create Task

Edit Task

Get Full Thread by Key

Create Meeting / Call Log

API Request (Beta)

Find a Contact

Find or Create Box

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend

About Streak

Related categories

Similar apps

Google Contacts

Zoho CRM

Insightly

Related Zap Templates

Related Zap Templates