Jira Software Cloud + PandaDoc

Create Jira Software Cloud issues from newly sent PandaDoc documents

Boost your workflow management with this automation that connects PandaDoc and Jira Software Cloud. As soon as you send a document with PandaDoc, a new issue is swiftly created in Jira Software Cloud. This smooth process ensures that each sent document is accurately reflected as a new task on your Jira board, keeping your projects consistently updated and minimizing overlooked chores.

When this happens...
Document Sent
Triggers when a document is sent.
TriggerInstant
automatically do this!
Create Issue
Creates a new issue.
ActionWrite

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Supported triggers and actions

What does this mean?

- Source
Trigger
Instant
Try It
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Project
- Status
Trigger
Scheduled
Try It

- Project
- Status
Trigger
Scheduled
Try It
- Info
- Jira Cloud SiteRequired
- Jira Email AddressRequired
- Jira API TokenRequired
- Projects to Trigger On
Trigger
Instant
Try It
- IssueRequired
- CommentRequired
Action
Write
- IssueRequired
- User
Action
Write
- IssueRequired
- Project
- BoardRequired
- SprintRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Summary
- Key
Action
Search
- Search by ParameterRequired
Action
Search
- Summary
- Key
- Format Info
- ProjectRequired
Action
Search or write

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- JQL
- Order By
Trigger
Scheduled
Try It
- Info
- Jira Cloud SiteRequired
- Jira Email AddressRequired
- Jira API TokenRequired
- Projects to Trigger On
Trigger
Instant
Try It
- IssueRequired
- AttachmentRequired
Action
Write
- First IssueRequired
- Link TypeRequired
- Second IssueRequired
Action
Write
- Format Info
- ProjectRequired
Action
Write
- Format Info
- IssueRequired
- Status
Action
Write
- ProjectRequired
- NameRequired
Action
Search
- JQLRequired
Action
Search
- KeywordRequired
Action
Search

About Jira Software Cloud

Jira Software Cloud is a bug and issue tracking tool that allows software developers to manage product development. This integration connects to cloud-hosted instances of Jira.

Learn more Help

Related categories

Project Management

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.

Learn more Help

Related categories

Documents

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PRODUCTS

CAPABILITIES

By team

Jira Software Cloud + PandaDoc

Create Jira Software Cloud issues from newly sent PandaDoc documents

Document Completed

Source

Document Paid

Source

Create Attachment

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

New Issue

Project

Status

Updated Issue

Project

Status

Updated Comment

Info

Jira Cloud SiteRequired

Jira Email AddressRequired

Jira API TokenRequired

Projects to Trigger On

Add Comment to Issue

IssueRequired

CommentRequired

Add Watcher to Issue

IssueRequired

User

Move Issue to Sprint

IssueRequired

Project

BoardRequired

SprintRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Issue

Summary

Key

Find Project

Search by ParameterRequired

Find or Create Issue

Summary

Key

Format Info

ProjectRequired

Document Status Changed

Source

Document Status

Document Sent

Source