LawPay + PandaDoc

LawPay + PandaDoc integrations

Create payment requests in LawPay when new documents complete in PandaDoc

Tap into PandaDoc events with this Zap to send out payment requests via email with LawPay. When a PandaDoc completed event is triggered, this integration will automatically create and send a payment info request to the recipient email of the form.

When this happens...
Document CompletedTriggers when a document is completed.
TriggerInstant
automatically do this...
Search ContactsReturns contacts by query.
ActionSearch
then do this!
Create Info RequestCreates an InfoRequest for a given Contact to save their own payment method for future charges. The InfoRequest will be sent to the Contact via email by LawPay, so the Contact must have at least one email address defined. After the Contact submits this information, the payment method is saved and available for future charges. For more information see: Creating an InfoRequest.
ActionWrite

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More things you can do with PandaDoc and LawPay

Discover other triggers and actions you can use with PandaDoc and LawPay

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document ID
  Required
Action
Search
Events
Triggers when new LawPay webhook events are created.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- External Source ID
- Email Address
  Required
Action
Write
- Deposit Account ID
  Required
- First Name
- Last Name
- Email Address
  Required
- Quick Bill Amount
  Required
Action
Write
- Contact_id
- Source_id
Action
Search
- ContactId
  Required
Action
Search

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search
- Amount
  Required
- Payment Method
  Required
- Reference
- Account ID
Action
Write
- Contact Id
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Amount in Cents
  Required
Action
Write
- Custom_query
- Source_id
- Display_name
- Preferred_email
Action
Search

About LawPay

LawPay powers payments for the legal industry.

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Related categories

Payment Processing

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 moreLearn moreHelpHelp

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Documents

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