Nutshell + PandaDoc + Microsoft Office 365 Integrations

How to connect Nutshell + PandaDoc + Microsoft Office 365

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Choose an Action

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Do even more with Nutshell + PandaDoc + Microsoft Office 365

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Nutshell, PandaDoc, and Microsoft Office 365. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Postal Code
- Country
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write

- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Territory
- Street address
- City
- Postal Code
- State
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search

- Email AddressRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- Postal Code
- State
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write
- Source
Trigger
Instant
Try It
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Document IDRequired
Action
Search
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- Postal Code
- State
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- Postal Code
- State
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Postal Code
- Country
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email AddressRequired
- Lead Name
- Products
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write
- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

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How Nutshell + PandaDoc + Microsoft Office 365 Integrations Work

Step 1: Authenticate Nutshell, PandaDoc, and Microsoft Office 365.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Nutshell + PandaDoc + Microsoft Office 365

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Close

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more Help

Related categories

Documents

Similar apps

Formstack Documents

Documents

Quip

Documents

DocSend

Ads & Conversion

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

Learn more Help

Related categories

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Nutshell + PandaDoc + Microsoft Office 365 Integrations

How to connect Nutshell + PandaDoc + Microsoft Office 365

Do even more with Nutshell + PandaDoc + Microsoft Office 365

Lead Won

New Company

New Person

Create Company

Email

Phone

Related person

Url

Street address

City

State

Postal Code

Country

Company Type

Tags

Territory

Industry

Full address

Create Lead

Lead Name

Products

Market

Pipeline

Assignee

Related company

Related person

Sources

Tags

Competitors

Note

Update Person

Existing personRequired

Name

Description

Assignee

Email Address

Phone

Url

Territory

Street address

City

Postal Code

State

Tags

Full address

Related leads

Add a note

Find Account

Company nameRequired

Find Lead

Email AddressRequired

Find or Create Person

Email AddressRequired

NameRequired

Phone

Related company

Street address

City

Postal Code

State

Tags

Territory

Audience

Url

Full address

Document Completed

Source

Document Paid

Source

Create Attachment

Document IDRequired

Attachment NameRequired

AttachmentRequired

Create Document