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Coda + PandaDoc

Create rows in Coda when new paid documents emerge in PandaDoc

Whenever a document is paid inside PandaDoc, this workflow instantly adds a new row to your Coda spreadsheet. It ensures your financial records in Coda remain updated in real time every time a transaction occurs in PandaDoc. This facilitates better financial management, saving you time in manual data entry, and boosting your productivity.

Whenever a document is paid inside PandaDoc, this workflow instantly adds a new row to your Coda spreadsheet. It ensures your financial records in Coda remain updated in real time every time a transaction occurs in PandaDoc. This facilitates better financial management, saving you time in manual data entry, and boosting your productivity.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    CodaCoda
    Create Row

    Creates a new row in the selected table.

    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
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coda logo

About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.
Learn moreHelp

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pandadoc logo

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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