Loading

Airtable + PandaDoc

Create Pandadoc documents from new Airtable records

Easily generate documents for every new Airtable record by connecting it to PandaDoc. This automation will streamline your document creation process, saving you time and effort. Whenever a new record is added to your Airtable base, a document will be created in PandaDoc, ensuring all your essential information is captured efficiently. Enjoy a seamless workflow and stay organized with this document creation solution.

Easily generate documents for every new Airtable record by connecting it to PandaDoc. This automation will streamline your document creation process, saving you time and effort. Whenever a new record is added to your Airtable base, a document will be created in PandaDoc, ensuring all your essential information is captured efficiently. Enjoy a seamless workflow and stay organized with this document creation solution.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Search by Field

    • Search Value

    • Search for Exact Match?

    • Search Formula

    • Limit to View

    • Include file contents?

    Action
    Search
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

Related categories

  • Databases

Similar apps

Quickbase integrationsQuickbase integrations

Quickbase

Databases
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
pandadoc logo
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

Similar apps

Formstack Documents integrationsFormstack Documents integrations

Formstack Documents

Documents
Quip integrationsQuip integrations

Quip

Documents
DocSend integrationsDocSend integrations

DocSend

Ads & Conversion