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Microsoft Outlook + PandaDoc

Send emails via Microsoft Outlook when document statuses change in PandaDoc

Keep your email communications streamlined and timely with this efficient workflow. Whenever a document status is updated in PandaDoc, an immediate email is sent out via Microsoft Outlook. This ensures you stay on top of document changes and relay the information to relevant parties without delay or manual intervention. This automation not only enhances your productivity but also aids in maintaining smooth operations.

Keep your email communications streamlined and timely with this efficient workflow. Whenever a document status is updated in PandaDoc, an immediate email is sent out via Microsoft Outlook. This ensures you stay on top of document changes and relay the information to relevant parties without delay or manual intervention. This automation not only enhances your productivity but also aids in maintaining smooth operations.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

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

    Send an email from your Outlook account.

    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
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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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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