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Jotform + PandaDoc

Create or update PandaDoc contacts from new signed Jotform documents

Effortlessly manage your signed documents and contacts with this efficient workflow. When a new signed document is detected in Jotform, this automation will create or update the contact in PandaDoc, ensuring your records remain up-to-date and streamlining your document management process. Boost your productivity and maintain organization by seamlessly integrating Jotform and PandaDoc.

Effortlessly manage your signed documents and contacts with this efficient workflow. When a new signed document is detected in Jotform, this automation will create or update the contact in PandaDoc, ensuring your records remain up-to-date and streamlining your document management process. Boost your productivity and maintain organization by seamlessly integrating Jotform and PandaDoc.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  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

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • Source

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

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  • Forms & Surveys

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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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