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Email by Zapier + PandaDoc

Send outbound emails in Email by Zapier when document status changes in PandaDoc

Stay on top of your document status with this workflow. When the status of a document changes in PandaDoc, an email can be sent out from the Email by Zapier app. This seamless process ensures you're always informed of any changes, and can react or respond swiftly. Spend less time monitoring statuses and more on what's important - running your business efficiently. This handy automation offers a simple solution to the potentially time-consuming task of document management.

Stay on top of your document status with this workflow. When the status of a document changes in PandaDoc, an email can be sent out from the Email by Zapier app. This seamless process ensures you're always informed of any changes, and can react or respond swiftly. Spend less time monitoring statuses and more on what's important - running your business efficiently. This handy automation offers a simple solution to the potentially time-consuming task of document management.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    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
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Help

Related categories

  • Email
  • Zapier
pandadoc logo

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