Connect Cin7 Core Inventory to PandaDoc and automate your work
![Cin7 Core Inventory](https://zapier-images.imgix.net/storage/services/c98fe27031f747da5ff293357470f543.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Cin7 Core Inventory](https://zapier-images.imgix.net/storage/services/c98fe27031f747da5ff293357470f543.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![PandaDoc](https://zapier-images.imgix.net/storage/developer_cli/fb10395b10c929d98939f011872096ad.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![PandaDoc](https://zapier-images.imgix.net/storage/developer_cli/fb10395b10c929d98939f011872096ad.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Cin7 Core Inventory with PandaDoc - no code necessary. See how you can get setup in minutes.
Select a trigger from Cin7 Core Inventory
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from PandaDoc
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Cin7 Core Inventory to PandaDoc
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Cin7 Core Inventory 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Cin7 Core Inventory and PandaDoc to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Sale Attachment Added
Triggers when an attachment is added to a sale
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sale
Triggers when a new sale is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- CurrencyRequired
- Payment TermRequired
- Discount
- TaxRuleRequired
- Carrier
- Sales Representative
- Location
- Comments
- Account ReceivableRequired
- Revenue AccountRequired
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sale IDRequired
- Event TypeRequired
- Reference
- AmountRequired
- Date PaidRequired
- AccountRequired
- Currency RateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Contact
- Phone
- Email
- Order Date
- Sale Account
- SKURequired
- QuantityRequired
- PriceRequired
- TaxRequired
- TotalRequired
- Line Order
- Discount
- Sale Account
- Tax RuleRequired
- Comment
- DropShip
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State
- Billing Address Postcode
- Billing Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Carrier
- Ship By
- TaxRuleRequired
- Tax Inclusive
- Terms
- Price Tier
- Location
- Note
- Customer Reference
- Invoice Status
- Order Status
- AutoPickPackShip Mode
- Sales Representative
- Invoice Date
- Invoice Due Date
- Currency RateRequired
- Order Memo
- Invoice Memo
- Reference
- Amount
- DatePaid
- Account
- Currency Rate
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Effective DateRequired
- AccountRequired
- Reference
- SKURequired
- QuantityRequired
- Unit CostRequired
- LocationRequired
- Batch Serial Number
- Expiry Date
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CurrencyRequired
- Payment TermRequired
- Discount
- TaxRuleRequired
- Comments
- Account PayableRequired
- Tax Number
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- SKURequired
- Name (required when Contacts provided)
- CategoryRequired
- Brand
- Type (required when Addresses provided)
- Costing MethodRequired
- DropShip Mode
- Length
- Width
- Height
- Weight
- Unit of MeasureRequired
- Weight Unit of Measure
- Dimensions Unit of Measure
- Barcode
- Minimum Before Reorder
- Reorder Quantity
- Price Tier 1Required
- Price Tier 2
- Price Tier 3
- Price Tier 4
- Price Tier 5
- Price Tier 6
- Price Tier 7
- Price Tier 8
- Price Tier 9
- Price Tier 10
- Short Description
- Description
- Tags
- Stock Locator
- Pick Zones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- CurrencyRequired
- Payment TermRequired
- Discount
- TaxRuleRequired
- Comments
- Account PayableRequired
- Tax Number
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StatusRequired
- Search
- Sale ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sale ID
- Order Number
- Invoice Number
- Credit Note Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- NameRequired
- Sku of product
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Contact Name / Email
- CurrencyRequired
- Payment TermRequired
- Discount
- TaxRuleRequired
- Carrier
- Sales Representative
- Location
- Comments
- Account ReceivableRequired
- Revenue AccountRequired
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- warning
- Email
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- StatusRequired
- TemplateRequired
- Form
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Sale Additional Info Added
Triggers when an additional information is added to a sale
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sale Credit Note Authorised
Triggers when a sales credit note authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sale Invoice Authorised
Triggers when a sales invoice authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking number changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Stock Level Update
Triggered when a change is made to product availability.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sale IDRequired
- File NameRequired
- Is Processed
- File Content
- File Download URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sale IDRequired
- StatusRequired
- SKURequired
- LocationRequired
- Package #
- QuantityRequired
- Batch Serial Number
- Expiry Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SKURequired
- Name (required when Contacts provided)
- CategoryRequired
- Brand
- Type (required when Addresses provided)
- Costing MethodRequired
- DropShip Mode
- Length
- Width
- Height
- Weight
- Unit of MeasureRequired
- Weight Unit of Measure
- Dimensions Unit of Measure
- Barcode
- Minimum Before Reorder
- Reorder Quantity
- Price Tier 1Required
- Price Tier 2
- Price Tier 3
- Price Tier 4
- Price Tier 5
- Price Tier 6
- Price Tier 7
- Price Tier 8
- Price Tier 9
- Price Tier 10
- Short Description
- Description
- Tags
- Stock Locator
- Pick Zones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sale IDRequired
- Keep Existing Shipment Lines
- StatusRequired
- Require By Date
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Shipping Notes
- Shipment DateRequired
- Carrier
- Package #
- Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- From LocationRequired
- To LocationRequired
- Departure DateRequired
- Completion DateRequired
- Reference
- SKURequired
- Transfer QuantityRequired
- Batch Serial Number
- Expiry Date
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- CurrencyRequired
- Payment TermRequired
- Discount
- TaxRuleRequired
- Carrier
- Sales Representative
- Location
- Comments
- Account ReceivableRequired
- Revenue AccountRequired
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- CustomerRequired
- Contact
- Phone
- Email
- Order Date
- Sale Account
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State
- Billing Address Postcode
- Billing Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Carrier
- Ship By
- TaxRuleRequired
- Tax Inclusive
- Terms
- Price Tier
- Location
- Note
- Customer Reference
- Sales Representative
- Currency RateRequired
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Keep Existing Shipment Lines
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Contact Name / Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Page numberRequired
- Limit per pageRequired
- IDRequired
- NameRequired
- Sku of product
- Non Zero Products OnlyRequired
- Location
- Batch #
- Category
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search
- StatusRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
- NameRequired
- AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- CurrencyRequired
- Name (required when Contacts provided)
- Description
- PriceRequired
- QuantityRequired
- Discount
- Document Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Keep Existing Shipment Lines
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app