LaunchBay + PandaDoc

Create PandaDoc documents from new LaunchBay form submissions

Ease the process of creating new documents when you receive form submissions on LaunchBay. With this automation setup, each time a form is submitted in the LaunchBay app, a new document will be generated in PandaDoc. It's an ideal solution to save time, ensure accuracy and streamline your document creation process.

When this happens...
Form Submission
Triggers when a client submits a form
TriggerInstant
automatically do this!
Create Document
Create a document from a template.
ActionWrite

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Supported triggers and actions

Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
Try It
- Meeting TitleRequired
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or SummaryRequired
- Generate a summary of this meeting using AIRequired
Action
Write

- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search againstRequired
- SearchRequired
- Exact MatchRequired
Action
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

Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- FormRequired
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
Try It
- Portal Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- StatusRequired
Action
Write
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search

About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn more

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

Related categories

Documents

LaunchBay + PandaDoc

Create PandaDoc documents from new LaunchBay form submissions

Supported triggers and actions

Client Chat Message

File Uploaded

Tag Added

Ticket Message

Create Meeting

Create Task

Find Project

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Client Added or Updated

Form Submission

Task Status Change

Helpdesk Ticket Submission

Create Project

Edit Task

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

About LaunchBay

Related categories

About PandaDoc

Related categories

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