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Airtable + PandaDoc

Create records in Airtable for every paid document in PandaDoc

Streamline your document management process with this effective workflow. When a document is marked as paid in PandaDoc, a new record will be created in Airtable. This seamless process is designed to help your team stay organized, reduce manual data entry, and ensure every payment status update in PandaDoc is promptly documented in Airtable. Enhance your productivity with this simple automation!

Streamline your document management process with this effective workflow. When a document is marked as paid in PandaDoc, a new record will be created in Airtable. This seamless process is designed to help your team stay organized, reduce manual data entry, and ensure every payment status update in PandaDoc is promptly documented in Airtable. Enhance your productivity with this simple automation!

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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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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