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Knack + PandaDoc

Update records in Knack when new documents are completed in PandaDoc

Seamlessly manage your workflow with this PandaDoc to Knack integration. When a document reaches completion in PandaDoc, this automation updates the corresponding record in Knack instantly. It not only saves you time and removes manual work of updating records, but also ensures your data in Knack is always up-to-date as per your PandaDoc activities.

Seamlessly manage your workflow with this PandaDoc to Knack integration. When a document reaches completion in PandaDoc, this automation updates the corresponding record in Knack instantly. It not only saves you time and removes manual work of updating records, but also ensures your data in Knack is always up-to-date as per your PandaDoc activities.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    KnackKnack
    Update Record

    Updates a record in your Knack database.

    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
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About Knack

Knack is the easy way to build online databases and applications.
Learn moreHelp

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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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