Loading

Microsoft Outlook + PandaDoc

Send an email in Microsoft Outlook when new documents are completed in PandaDoc

With this workflow, you can save time and quickly inform your team once a document has been completed in PandaDoc. Immediately upon confirming the document finalization in PandaDoc, an email notification is dispatched through Microsoft Outlook. This simple automation removes the need for manual monitoring, ensuring timely updates on document completion status.

With this workflow, you can save time and quickly inform your team once a document has been completed in PandaDoc. Immediately upon confirming the document finalization in PandaDoc, an email notification is dispatched through Microsoft Outlook. This simple automation removes the need for manual monitoring, ensuring timely updates on document completion status.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
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

Similar apps

Gmail integrationsGmail integrations

Gmail

Email, Google
Zoho Mail integrationsZoho Mail integrations

Zoho Mail

Email, Zoho
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.

Related categories

Similar apps

Formstack Documents integrationsFormstack Documents integrations

Formstack Documents

Documents
Quip integrationsQuip integrations

Quip

Documents
DocSend integrationsDocSend integrations

DocSend

Ads & Conversion