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Quickly connect ClickUp to PandaDoc with a Zapier template.

Our most popular template

Create or update PandaDoc contacts for new tasks in ClickUp
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ClickUp + PandaDoc
Update tasks in ClickUp when new documents are sent in PandaDoc
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PandaDoc + ClickUp
Create tasks in ClickUp for new completed PandaDoc documents
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PandaDoc + ClickUp
Create new PandaDoc documents from updated ClickUp tasks
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ClickUp + PandaDoc
Create PandaDoc documents for new tasks in ClickUp
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ClickUp + PandaDoc
Create PandaDoc documents for new ClickUp folders
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ClickUp + PandaDoc

Create or update PandaDoc contacts for new tasks in ClickUp

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ClickUp + PandaDoc

Update tasks in ClickUp when new documents are sent in PandaDoc

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PandaDoc + ClickUp

Create tasks in ClickUp for new completed PandaDoc documents

Details

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PandaDoc + ClickUp

Create new PandaDoc documents from updated ClickUp tasks

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ClickUp + PandaDoc

Create PandaDoc documents for new tasks in ClickUp

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ClickUp + PandaDoc

Create PandaDoc documents for new ClickUp folders

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ClickUp + PandaDoc

Post task comments in ClickUp when new PandaDoc documents are completed
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PandaDoc + ClickUp
Create tasks in ClickUp for newly paid documents in PandaDoc
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PandaDoc + ClickUp

How Zapier works

Zapier makes it easy to integrate ClickUp with PandaDoc - no code necessary. See how you can get setup in minutes.

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Help

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 "New Message Posted to Channel" from ClickUp.

Add your action

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

You’re connected!

Zapier seamlessly connects ClickUp and PandaDoc, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your ClickUp to PandaDoc integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about ClickUp + PandaDoc integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and PandaDoc

What triggers are available when integrating ClickUp with PandaDoc?

When integrating ClickUp with PandaDoc, available triggers include task creation, task updates, and status changes in ClickUp. These triggers can automatically begin a workflow in PandaDoc, such as creating or sending a document.

Can I automatically generate documents in PandaDoc from ClickUp tasks?

Yes, you can set up the integration to automatically generate documents in PandaDoc when specific tasks are created or updated in ClickUp. By using ClickUp's task details as fields, documents can be tailored to your requirements.

Is it possible to update a document's status in PandaDoc based on changes in ClickUp?

Absolutely. Changes made in ClickUp tasks, such as changing a task status or moving it to a different list, can trigger actions that update the status of an associated document in PandaDoc.

How do I send a PandaDoc document when a task is completed in ClickUp?

We allow you to configure an action where completing a task in ClickUp triggers the sending of an associated document via PandaDoc. Ensure that your workflow specifies conditions like recipient details and document templates.

Can I personalize documents sent through PandaDoc based on ClickUp data?

Yes, our integration allows for using custom fields from ClickUp tasks to personalize the documents being sent through PandaDoc. This ensures that each document contains relevant and specific information.

Are there any limitations on syncing fields between ClickUp and PandaDoc?

There may be limitations depending on field compatibility between both platforms. It's important to map only the fields that exist and are supported on both sides. Custom field mapping can help address some limitations.

How does authentication work when setting up integration between ClickUp and PandaDoc?

The integration requires authenticating both your ClickUp and PandaDoc accounts within our platform. This ensures secure data connectivity and enables permissions for the data exchange required by various triggers and actions.

Practical ways you can use ClickUp and PandaDoc

Customer onboarding automation

Streamline the customer onboarding process by automating email welcomes, document sharing, and follow-ups to ensure customers are set up for success.

Business Owner

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Social media campaign scheduling

Create and schedule social media campaigns across platforms, leveraging automation to ensure timely posts and enhance engagement.

Marketing & Marketing Ops

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Project task tracking

Automate task creation and tracking for team projects, integrating with existing project management tools to send alerts and updates.

Project Management

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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.

triggers, actions, or triggers and actions

- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Checklist Name
  Required
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Content
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Checklist 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

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Checklist Name
  Required
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Checklist Name
  Required
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
- 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
- Document Status
- Template
  Required
- Form
Action
Search
- Document ID
  Required
Action
Search

Learn how to automate ClickUp on the Zapier blog

Learn how to automate PandaDoc on the Zapier blog

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

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Related categories

Project Management

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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.

Learn moreLearn moreHelpHelp

Related categories

Documents

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Ads & Conversion

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

Explore ClickUp + PandaDoc Integrations

quickbooks

Connect ClickUp and PandaDoc to unlock the power of automation

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

Set up your first integration

Create or update PandaDoc contacts for new tasks in ClickUp

Update tasks in ClickUp when new documents are sent in PandaDoc

Create tasks in ClickUp for new completed PandaDoc documents

Create new PandaDoc documents from updated ClickUp tasks

Create PandaDoc documents for new tasks in ClickUp

Create PandaDoc documents for new ClickUp folders

Create or update PandaDoc contacts for new tasks in ClickUp

Update tasks in ClickUp when new documents are sent in PandaDoc

Create tasks in ClickUp for new completed PandaDoc documents

Create new PandaDoc documents from updated ClickUp tasks

Create PandaDoc documents for new tasks in ClickUp

Create PandaDoc documents for new ClickUp folders

Post task comments in ClickUp when new PandaDoc documents are completed

Create tasks in ClickUp for newly paid documents in PandaDoc

How Zapier works

Choose a trigger

Add your action

You’re connected!

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

Make work flow with AI

Frequently Asked Questions about ClickUp + PandaDoc integrations

Practical ways you can use ClickUp and PandaDoc

Customer onboarding automation

Social media campaign scheduling

Project task tracking

Supported triggers and actions

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

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

Explore ClickUp + PandaDoc Integrations

Explore ClickUp + PandaDoc Integrations