How to connect Microsoft Outlook + PandaDoc + Stripe
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Do even more with Microsoft Outlook + PandaDoc + Stripe
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Outlook, PandaDoc, and Stripe. And don’t forget that you can add more apps and actions to create complex workflows.
- Calendar 
- Time BeforeRequired 
- Time Before (Unit)Required 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Shared Inbox 
- Parent Folder 
- Child Folder 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Parent Folder 
- Child Folder 
- Search termsRequired 
- Note 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Shared Inbox 
- Parent Folder 
- Child Folder 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Event 
- Merge with existing attendees? 
- Attendees 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Calendar 
- SubjectRequired 
- Start Date & TimeRequired 
- End Date & TimeRequired 
- Location Name 
- Sensitivity 
- Attendees 
- Is this an All Day Event? 
- Description 
- Show me as Free or Busy 
- Is this an Online Meeting? 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- To Email(s)Required 
- CC Email(s) 
- BCC Email(s) 
- Reply-To Email 
- SubjectRequired 
- Body FormatRequired 
- BodyRequired 
- Attachment 
- Action for Files Larger Than 150MB 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact to DeleteRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
- To RecipientsRequired 
- Comment 
- Send From 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
- Comment 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- From Email 
- To Email(s)Required 
- CC Email(s) 
- BCC Email(s) 
- Reply-To Email 
- SubjectRequired 
- Body FormatRequired 
- BodyRequired 
- Attachments 
- Action for Files Larger Than 150MB 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact Folder 
- ContactRequired 
- First Name 
- Last Name 
- Email Addresses 
- Business Phones 
- Home Phones 
- Mobile Phone 
- Job Title 
- Company Name 
- Department 
- Business Website URL 
- Personal Notes 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Calendar 
- Search TermRequired 
- Start Date & Time 
- End Date & Time 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search Info 
- Search ValueRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Group email address or IDRequired 
- Search Term 
- Start Date & Time 
- End Date & Time 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Contact Folder 
- First NameRequired 
- Last Name 
- Email 
- Business Phones 
- Home Phones 
- Mobile Phone 
- Job Title 
- Company Name 
- Department 
- Business Website URL 
- File As 
- Personal Notes 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Source 
- Document Status 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- warning 
- EmailRequired 
- First name 
- Last name 
- Company 
- Phone 
- Title 
- Street Address 
- City 
- Postal Code 
- Country 
- State 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- EmailRequired 
- First name 
- Last name 
- Company 
- Phone 
- Job Title 
- Street Address 
- City 
- Postal Code 
- Country 
- State 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Name 
- Status 
- Template 
- Form 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Document IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 - Checkout Session Completed- Triggers when a checkout session is completed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Invoice Payment Failed- Triggers when an invoice payment fails. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Customer- Triggers when a new customer is added. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Subscription- Triggers when a customer is signed up for a new plan. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Invoice Item- Triggers when a new invoice item is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 - New Payment- Triggers when a new payment is completed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Refund- Triggers when a charge is refunded, including partial refunds. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 - Updated Dispute- Triggers when a dispute is updated (usually with evidence). Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Warning 
- Payment IDRequired 
- Payment Method ID 
- Receipt Email 
- Error on Requires Action? 
- Shipping - Name 
- Shipping Address - Line 1 
- Shipping Address - Line 2 
- Shipping Address - Postal Code 
- Shipping Address - City 
- Shipping Address - State 
- Shipping Address - Country 
- Shipping - Carrier 
- Shipping - Phone 
- Shipping - Tracking Number 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Name 
- Email 
- Description 
- Billing - Address Line 1 
- Billing - Address Line 2 
- Billing - City 
- Billing - State 
- Billing - ZIP 
- Billing - Country 
- Billing - Phone 
- Shipping - Name 
- Shipping - Address Line 1 
- Shipping - Address Line 2 
- Shipping - City 
- Shipping - State 
- Shipping - ZIP 
- Shipping - Country 
- Shipping - Phone 
- Language 
- Invoice prefix 
- Next Invoice Sequence 
- Tax Status 
- Credit Balance 
- Metadata 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Warning 
- AmountRequired 
- CurrencyRequired 
- Customer ID 
- Payment Method ID 
- Confirm Payment Immediately? 
- Error on Requires Action? 
- Off Session? 
- Payment Description 
- Receipt Email 
- Shipping - Name 
- Shipping Address - Line 1 
- Shipping Address - Line 2 
- Shipping Address - Postal Code 
- Shipping Address - City 
- Shipping Address - State 
- Shipping Address - Country 
- Shipping - Carrier 
- Shipping - Phone 
- Shipping - Tracking Number 
- Statement Descriptor 
- Statement Descriptor Suffix 
- Metadata 
- Capture Method 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ProductRequired 
- Price (in minor units, e.g. cents)Required 
- CurrencyRequired 
- Recurring or One time? 
- Tax Behavior 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Customer IDRequired 
- ItemsRequired 
- Collection MethodRequired 
- Coupon ID 
- Cancel at period end? 
- Metadata 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Customer IDRequired 
- Name 
- Email 
- Description 
- Billing - Address Line 1 
- Billing - Address Line 2 
- Billing - City 
- Billing - State 
- Billing - ZIP 
- Billing - Country 
- Billing - Phone 
- Shipping - Name 
- Shipping - Address Line 1 
- Shipping - Address Line 2 
- Shipping - City 
- Shipping - State 
- Shipping - ZIP 
- Shipping - Country 
- Shipping - Phone 
- Language 
- Invoice prefix 
- Next Invoice Sequence 
- Tax Status 
- Credit Balance 
- Metadata 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 - Find Account Balance- Finds the account balance for your stripe account ActionThis is an event a Zap performs.SearchFind existing data in your app
- Stripe Charge IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Invoice IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Customer IDRequired 
- Price ID 
- Status 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 - Cancelled Calendar Event- Triggers when an event is cancelled. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Shared Inbox 
- Parent Folder 
- Child Folder 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 - New Flagged Email- Triggers when a new email is flagged. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Email IDRequired 
- CategoriesRequired 
- Mark as Read 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact Folder 
- First NameRequired 
- Last Name 
- Email Addresses 
- Business Phones 
- Home Phones 
- Mobile Phone 
- Job Title 
- Company Name 
- Department 
- Business Website URL 
- File As 
- Personal Notes 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
- To Email(s) 
- CC Email(s) 
- BCC Email(s) 
- Reply-To Email 
- Subject 
- Body 
- Attachment 
- Action for Files Larger Than 150MB 
- Reply to All 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- EventRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
- Destination FolderRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Draft Email IDRequired 
- Send From 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Event 
- Subject 
- Start Date & Time 
- End Date & Time 
- All Day Event? 
- Is Online Meeting? 
- Hide attendees list? 
- Description 
- Show me as Free or Busy 
- The importance of the event 
- Merge with existing attendees? 
- Attendees 
- Categories 
- Location 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact Folder 
- First Name 
- Last Name 
- Email 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Folder Info 
- FolderRequired 
- Search Terms 
- From Address 
- Start Date 
- End Date 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Calendar 
- Start Date & TimeRequired 
- End Date & TimeRequired 
- Select Fields 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Document IDRequired 
- Attachment NameRequired 
- AttachmentRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Document NameRequired 
- TemplateRequired 
- Send DocumentRequired 
- Message 
- Pricing Table Currency 
- Name 
- Description 
- Price 
- Quantity 
- Discount 
- Document Metadata 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Document IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 - Canceled Subscription- Triggers when a subscription is canceled (by a subscriber or due to end of billing period). Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Failed Payment- Triggers when a payment attempt fails. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Ignore payments intentsRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Dispute- Triggers when a customer disputes a charge. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Status 
- Collection Method 
- Customer ID 
- Subscription ID 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 - Updated Subscription- Triggers when a customer subscription has changed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Subscription IDRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ModeRequired 
- Price ID 
- Quantity 
- Success URLRequired 
- Cancel URL 
- Customer ID 
- Customer Email 
- Payment Method Types 
- Currency 
- Billing Address Collection 
- Shipping Countries 
- Allow Promotion Codes 
- Automatic Tax Enabled 
- Coupon ID 
- Promotion Code ID 
- Client Reference ID 
- Expires At 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Customer ID 
- Description 
- Quantity 
- Unit Price 
- Amount 
- Include Tax In Price? 
- Item Taxes 
- Is Discountable? 
- Item Coupons 
- Supply Date - Start 
- Supply Date - End 
- Invoice Item Currency 
- Price ID 
- Invoice Item Subscription ID 
- Tax Code 
- Shipping Rate 
- Invoice Coupons 
- Default Tax Rates 
- Payment Collection 
- Due Date 
- Days Until Due 
- Turn On Automatic Collection? 
- Default Payment Method 
- Memo 
- Footer 
- Custom Fields 
- Tax IDs 
- PDF Page Size 
- Shipping Details Instructions 
- Shipping Details - Name 
- Shipping Details - Phone 
- Shipping Details - Address Line 1 
- Shipping Details - Address Line 2 
- Shipping Details - City 
- Shipping Details - State 
- Shipping Details - Postal Code 
- Shipping Details - Country 
- Subscription ID 
- Automatic Tax Enabled? 
- Invoice Currency 
- Effective At 
- Payment Method Types 
- Rendering - Amount Tax Display 
- Statement Descriptor 
- Pending Invoice Items Behavior 
- Invoice Metadata 
- Help Text For Finalizing Sending Charging 
- Finalize Invoice? 
- Send Invoice for Manual Payment? 
- Pay Invoice? 
- Pay Invoice - Forgive 
- Pay Invoice - Off-Session 
- Pay Invoice - Paid Out of Band 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- PriceRequired 
- QuantityRequired 
- Minimum adjustable quantity 
- Maximum adjustable quantity 
- Collect Tax Automatically? 
- Allow Promotion Codes? 
- Maximum number of times the link can be used 
- Collect Customers' Addresses? 
- Require customers to provide a phone number? 
- Collect Tax ID? 
- Create Invoice on Payment? 
- Require customers to accept terms of service agreement? 
- Confirmation Page 
- Metadata 
- Payment Method Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired 
- Description 
- Image 
- Tax Code 
- Metadata 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Payment LinkRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Account IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Find by 
- QueryRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Payment Intent IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Microsoft Outlook + PandaDoc + Stripe Integrations Work
- Step 1: Authenticate Microsoft Outlook, PandaDoc, and Stripe.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.



















