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Notion + PandaDoc

Create Notion database items when document statuses change in PandaDoc

Keep track of your document updates seamlessly. With this workflow, whenever a document status is updated in PandaDoc, a corresponding item is instantly created in your Notion database. This is an ideal solution to maintain consistency across platforms and to ensure your database in Notion stays updated with the latest status of your documents in PandaDoc. Save time and simplify your document management process with this effortless integration.

Keep track of your document updates seamlessly. With this workflow, whenever a document status is updated in PandaDoc, a corresponding item is instantly created in your Notion database. This is an ideal solution to maintain consistency across platforms and to ensure your database in Notion stays updated with the latest status of your documents in PandaDoc. Save time and simplify your document management process with this effortless integration.

  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!
    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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