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Google Tasks + PandaDoc

Create task lists in Google Tasks for newly paid PandaDoc documents

Efficiently manage your tasks after receiving payments with this workflow. When a document is marked as paid in PandaDoc, a new task list will be created in Google Tasks, helping you stay organized and on top of your post-payment tasks. Save time and streamline your workload with this seamless document-to-task automation.

Efficiently manage your tasks after receiving payments with this workflow. When a document is marked as paid in PandaDoc, a new task list will be created in Google Tasks, helping you stay organized and on top of your post-payment tasks. Save time and streamline your workload with this seamless document-to-task automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    Google TasksGoogle Tasks
    Create Task List

    Creates a new task list.

    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
google-tasks logo
google-tasks logo

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
Learn moreHelp

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  • Google
  • Task 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.

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