Base in which to create the record.

Pick an Airtable table that you want to search.

Pick a field from the base to match against the search value.

The value of unique identifier for the record.

(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.

You can optionally limit the search to a specific view id.

Include country code. Everything but numbers will be removed and leading + wil be added. Separate multiple numbers with commas. Example: 15554443333,44111222333.

A string of keys to dial after connecting to the number. Can be 0-9, #, *, or w (to wait 1/2 sec). Does not dial a new number for forwarding - for responding to a phone menu.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

Select a template to use.

Do you want to send the document to your recipient(s)?

Message body for your email.

Select a currency for the pricing table.

Name that will display in the pricing table.

A brief description of the product.

The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.

The metadata to include in the document. Specify "Key - Value" respectively in the fields.

Determines which App Extensions will appear in the dropdown below.

Search for a document created from a specific template.

Search for a document created from a specific form.

Enter up to 11 characters using A-Z, a-z, 0-9 and spaces. You must enable with Twilio first and can only send to supported countries.

Include country code. Everything but numbers will be removed and leading + wil be added. Separate multiple numbers with commas. Example: 15554443333,44111222333.

Must be a URL that Twilio can download (so private URLs or files may not work!)

If yes, we'll send a message up to 1600 characters in length. This is priced as multiple messages, and you can read more about it here. If no, we'll only send a single message, truncated at 160 characters

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

If a contact already exists, it will not be updated.

API docs for PandaDoc are located here https://developers.pandadoc.com/

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.