Send emails via Gmail when new PandaDoc documents are completed (with attached PDF )
When this happensStep 1: Document Completed
Then do thisStep 2: Send Email
When your PandaDoc documents are completed, you may want to automate a follow-up email to notify your team or ensure your customer has a PDF copy. After you set it up, whenever a new PandaDoc document is completed, Zapier will send an email via Gmail to a customizable list of recipients with a PDF copy attached.
Note: Only “Completed” documents with e-signatures will have an electronic signature certificate.
How this PandaDoc-Gmail integration works
- New PandaDoc document is Completed
- Zapier sends Gmail email