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Choose a Trigger

Choose an Action

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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 "Identity Document Events" from Binderr.

Add your action

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

You’re connected!

Zapier seamlessly connects Binderr and PandaDoc, automating your workflow.

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.

- Event type
  Required
- Is primary identity document?
- Identity document types
Trigger
Instant
Try It
- Event Type
  Required
- Relationship
- Relationship Status
- Managed By
Trigger
Instant
Try It
Questionnaire Completed
Triggers when a questionnaire is completed by the client.
Trigger
Instant
Try It
- Entity ID
  Required
- Start date
- End date
- Notes
- Managed By
Action
Write
- Name
  Required
- Registration Number
- Type
  Required
- Relationship
  Required
- Status
- Managed By
  Required
- Incorporation Date
- Incorporation Country
- Operational Countries
- Industries
- VAT Number
- E-Mail Address
- Phone Number
- Client Since
- Onboarding Date
- Note
Action
Write

- Entity ID
  Required
Action
Write
- Entity ID
  Required
Action
Write

- Entity ID
  Required
- Questionnaire
  Required
- Email address
  Required
Action
Write
- Entity ID
  Required
- Fields to update
  Required
- Update if field is empty?
  Required
Action
Write
- Field to search by
  Required
Action
Search
- Field To Search By
  Required
Action
Search
- Field To Search By
  Required
- Name
  Required
- Registration Number
- Type
  Required
- Relationship
  Required
- Status
- Managed By
  Required
- Incorporation Date
- Incorporation Country
- Operational Countries
- Industries
- VAT Number
- E-Mail Address
- Phone Number
- Client Since
- Onboarding Date
- Note
Action
Search or write
- 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
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

- Event Type
  Required
- Relationship
- Relationship Status
- Managed By
Trigger
Instant
Try It
- Uploaded By
- Document Formats
- Paths
Trigger
Instant
Try It
- Statuses
- Pending
Trigger
Instant
Try It
- Title
- First Name
  Required
- Middle Name
- Last Name
  Required
- Relationship
  Required
- Managed By
  Required
- E-Mail Address
- Phone Number
- Date of Birth
- Birth Country
- Nationality
- Tax Identification Number
- Tax Residence Country
- Client Since
- Onboarding Date
- Note
Action
Write
- Entity ID
  Required
- Note
  Required
Action
Write
- Note ID
  Required
Action
Write
- Entity ID
  Required
- Ongoing Monitoring
  Required
Action
Write
- Entity ID
  Required
- Fields to update
  Required
- Update if field is empty?
  Required
Action
Write
- Entity ID
  Required
Action
Search
- Field To Search By
  Required
Action
Search
- Field To Search By
  Required
- Title
- First Name
  Required
- Middle Name
- Last Name
  Required
- Relationship
  Required
- Managed By
  Required
- E-Mail Address
- Phone Number
- Date of Birth
- Birth Country
- Nationality
- Tax Identification Number
- Tax Residence Country
- Client Since
- Onboarding Date
- Note
Action
Search or write
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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

Connect Binderr 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.

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.

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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.

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.

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.

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.

Learn how to automate PandaDoc on the Zapier blog

Make work flow with AI

Level up your Binderr 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

About Binderr

Binderr is a client onboarding tool that streamlines compliance procesesses.

HelpHelp

Related categories

Security & Identity Tools

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.

Learn moreLearn moreHelpHelp

Related categories

Documents

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Connect Binderr and PandaDoc to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Binderr and PandaDoc to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Make work flow with AI

Connect Binderr to PandaDoc on the world's largest no-code automation platform