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Airtable + PandaDoc

Create PandaDoc documents from new or updated Airtable records

Streamline your document creation process with this workflow. Whenever a new record is added in Airtable, a corresponding document will be generated in PandaDoc. Save time and reduce manual efforts by automating the document creation process as your Airtable data grows.

Streamline your document creation process with this workflow. Whenever a new record is added in Airtable, a corresponding document will be generated in PandaDoc. Save time and reduce manual efforts by automating the document creation process as your Airtable data grows.

  1. When this happens...
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
  2. automatically do this!
    AirtableAirtable
    New or Updated Record

    Triggers when a record is created or updated.

    TriggerScheduled
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Supported triggers and actions

What does this mean?
    • 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
    • Source

    • Document Status

    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
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

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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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