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Microsoft Teams + PandaDoc

Create new Microsoft Teams channels for completed PandaDoc documents

Stay organized and streamline communication by setting up this workflow between PandaDoc and Microsoft Teams. Whenever a document is completed in PandaDoc, a new channel will be created in Microsoft Teams, allowing your team to discuss and collaborate on the finalized document. Save time and enhance collaboration by automating this process with this simple yet effective integration.

Stay organized and streamline communication by setting up this workflow between PandaDoc and Microsoft Teams. Whenever a document is completed in PandaDoc, a new channel will be created in Microsoft Teams, allowing your team to discuss and collaborate on the finalized document. Save time and enhance collaboration by automating this process with this simple yet effective integration.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Create Channel

    Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.

    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-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

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  • Microsoft
  • Team Chat

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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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