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Gravity Forms + PandaDoc

Create or update PandaDoc contacts from new Gravity Forms submissions

Easily keep your PandaDoc contacts up-to-date with new Gravity Forms submissions. This automation workflow triggers when a form is submitted in Gravity Forms, and it will either create or update an existing contact in PandaDoc. Stay organized and ensure your document recipients always have the latest contact information without any manual intervention.

Easily keep your PandaDoc contacts up-to-date with new Gravity Forms submissions. This automation workflow triggers when a form is submitted in Gravity Forms, and it will either create or update an existing contact in PandaDoc. Stay organized and ensure your document recipients always have the latest contact information without any manual intervention.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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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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