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NationBuilder + PandaDoc

NationBuilder + PandaDoc

NationBuilder + PandaDoc integrations

Create documents in PandaDoc for new donations in NationBuilder

With this automated workflow, when you receive a new donation in NationBuilder, it instantly kicks off the process of creating a document in PandaDoc. It's the perfect solution to efficiently acknowledge your donors while keeping a well-organized record of all transactions. Now you can focus more on growing your donor base and less on administrative tasks.

When this happens...
New DonationTriggers when a new donation is made.
TriggerPolling
automatically do this!
Create DocumentCreate a document from a template.
ActionWrite

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More things you can do with NationBuilder and PandaDoc

Discover other triggers and actions you can use with NationBuilder and PandaDoc

- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Site ID
- Event Page ID
- Include Event Page Details
- Include Signup Details
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Tag Usage Description
- Tag Name
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It

- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Person ID
  Required
- Path ID
  Required
- Current Step ID
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
Action
Write

- Person ID
  Required
- Automation Description
- Automation
  Required
- Campaign URL
- Campaign Source
Action
Write
- Site ID
  Required
- Calendar Page ID
- Page Name
  Required
- Slug
  Required
- Status
  Required
- Title
  Required
- Headline
  Required
- Excerpt
- Event Description
- Start At
  Required
- End At
  Required
- Time Zone
- Capacity Count
- Venue Name
  Required
- Venue Address Line 1
- Venue Address Line 2
- Venue Address Line 3
- Venue City
- Venue State
- Venue ZIP Code
- Venue County
- Venue Country Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
- Contact Email Private
- Contact Phone Private
- Accept RSVPs
- Additional RSVPs Count
- Allow Guests
- Show Guests
- Gather Volunteers
- Sends Auto Response
- Private Event
- Event Form Address
- Event Form Phone
- Ticket Currency
- Ticket Price (ex. 10)
- Ticket Purchase URL
- Uses Shifts
- Uses Tickets
- Donation Tracking Code ID
- External ID
- Point Person ID
Action
Write
- Person ID
  Required
- Sender ID
  Required
- Broadcaster ID
- Contact Status
  Required
- Contact Method
  Required
- Note
- Created At
- Social Capital Amount Cost
Action
Write
- Petition ID
  Required
- Person ID
  Required
- Recruiter ID
- Is Private
- Comment
- Trigger Autoresponses
Action
Write
- Email
  Required
- First Name
- Last Name
- Type
  Required
- Phone Number
- Mobile Number
- Email Opt-In
- Unsubscribed At Date
- Mobile Opt-In
- Note
- Volunteer
- Date of Birth
- Employer
- Occupation
- Sex
- Party
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
- Home Latitude
- Home Longitude
- Tags
- Bio
- Website
- Additional Fields Description
- Additional Fields
Action
Write
- Person ID
  Required
- Tag ID
  Required
Action
Write
- Person ID
  Required
- Path ID
  Required
- Current Step ID
- Path Status
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
Action
Write
- List ID
- List Name
Action
Search
- Email
- External ID
- Signup ID
- Sideloaded Objects
- Additional Fields
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

- Site ID
- Calendar Page
- Include Page Details
Trigger
Polling
Try It
- Site ID
- Page Type
Trigger
Polling
Try It
- Website
- Suggestion Page
Trigger
Polling
Try It
- Site ID
- Event ID
- Page ID
- Event Name
Trigger
Polling
Try It
- Path ID
  Required
Trigger
Polling
Try It
- List ID
  Required
- Person ID
  Required
Action
Write
- Person ID
  Required
- Awarded Amount
  Required
Action
Write
- Person ID
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Private Donation
  Required
- Payment Type Name
  Required
- Send Donor Receipt
  Required
- Amount
  Required
- Succeeded At
- Donation Tracking Code ID
- Billing Address 1
  Required
- Billing Address 2
- Billing City
  Required
- Billing State
  Required
- Billing ZIP Code
  Required
- Billing Country Code
  Required
- Billing Latitude
- Billing Longitude
- Note
- Page ID
- Membership Type ID
- Membership Expiration Date
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Activity Author ID
Action
Write
- Event Page ID
  Required
- Email
  Required
- Email Opt-in
- First Name
  Required
- Last Name
  Required
- Attendee
  Required
- Canceled
- Amount in Cents
- Guests Count
- Prepaid
- Private
- Volunteer
- Phone Number
- Mobile Number
- Mobile Opt-in
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
Action
Write
- Membership Type ID
  Required
- Expires On
- Person ID
  Required
- Started At
  Required
- Status
  Required
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
Action
Write
- Person ID
  Required
- Author ID
  Required
- Note Content
  Required
Action
Write
- Signup ID
  Required
- Existing Tag Name
- New Tag Name
Action
Write
- Membership ID
  Required
- Membership Type ID
- Expires On
- Started At
- Status
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Trigger Autoresponses
Action
Write
- Site ID
- Event ID
- Page ID
- Event Name
Action
Search
- How to use with Zapier Looping
- Path ID
  Required
Action
Search
- Signup ID
- Tag ID
Action
Search
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

About NationBuilder

NationBuilder is designed to power your organizations, movements, and campaigns.

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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.

Learn moreLearn moreHelpHelp

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