Microsoft Outlook + PandaDoc

Create contacts in Microsoft Outlook when new PandaDoc documents are sent

Effortlessly keep your contacts up-to-date with this PandaDoc to Microsoft Outlook automation. Whenever you send a document through PandaDoc, this workflow will create a new contact in your Microsoft Outlook app, ensuring your contacts list is always current and organized. Say goodbye to manual data entry and hello to an efficient, streamlined process.

Effortlessly keep your contacts up-to-date with this PandaDoc to Microsoft Outlook automation. Whenever you send a document through PandaDoc, this workflow will create a new contact in your Microsoft Outlook app, ensuring your contacts list is always current and organized. Say goodbye to manual data entry and hello to an efficient, streamlined process.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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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.
Learn moreHelp

Related categories

  • Documents

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