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Looping by Zapier + PandaDoc

Create loops from line items for completed PandaDoc documents with Looping by Zapier

Effortlessly manage your PandaDoc documents and streamline your data processing with this efficient workflow. Once a document is marked as completed in PandaDoc, this automation will create a loop for each line item in the document using Looping by Zapier. Save time and simplify your document tracking process by implementing this seamless integration.

Effortlessly manage your PandaDoc documents and streamline your data processing with this efficient workflow. Once a document is marked as completed in PandaDoc, this automation will create a loop for each line item in the document using Looping by Zapier. Save time and simplify your document tracking process by implementing this seamless integration.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    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
looping logo
looping logo

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier
pandadoc logo
pandadoc logo

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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