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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Payroll Period Closed" from 7shifts.

Add your action

An action happens after the trigger—such as "Create Attachment" in PandaDoc.

You’re connected!

Zapier seamlessly connects 7shifts and PandaDoc, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your 7shifts to PandaDoc integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect 7shifts and PandaDoc to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- punches
  Required
- Company ID
  Required
- Starting Date of Report
  Required
- Ending Date of Report
  Required
- Location ID
  Required
- Department ID
Action
Search
- Company ID
  Required
- Location ID
  Required
Action
Search
- Company ID
  Required
- Location ID
  Required
- Department ID
Action
Search
- Company ID
  Required
- Time Punch ID
  Required
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Location ID
  Required
- Starting Date
  Required
- Ending Date
  Required
- Department ID
Action
Search
- punches
  Required
- Company ID
  Required
- Starting Date of Report
  Required
- Ending Date of Report
  Required
- Location ID
  Required
- Department ID
Action
Search
- Company ID
  Required
Action
Search
- Company ID
  Required
- Shift ID
  Required
Action
Search
- Company ID
  Required
- User ID
  Required
Action
Search
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Document Status
- Template
  Required
- Form
Action
Search
- Document ID
  Required
Action
Search

Learn how to automate PandaDoc on the Zapier blog

About 7shifts

7shifts is the complete restaurant team management tools that helps you hire, train, schedule, pay and retain employees.

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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.

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