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Notion + PandaDoc

Create new Notion database items whenever PandaDoc documents are sent

Manage your documents and database in one fell swoop with this workflow arrangement between PandaDoc and Notion. When a document is sent from PandaDoc, it prompts a Document Sent action that adds a new item in your Notion database. This smooth process brings together your record management tasks, providing a comprehensive view of your documentation activities. Enjoy enhanced oversight of your operations without any added effort.

Manage your documents and database in one fell swoop with this workflow arrangement between PandaDoc and Notion. When a document is sent from PandaDoc, it prompts a Document Sent action that adds a new item in your Notion database. This smooth process brings together your record management tasks, providing a comprehensive view of your documentation activities. Enjoy enhanced oversight of your operations without any added effort.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    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
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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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Related categories

  • Task Management
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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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