Connect Microsoft Office 365 and PandaDoc to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Office 365 to PandaDoc with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with PandaDoc - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Create Attachment" in PandaDoc.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 and PandaDoc, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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Connect Microsoft Office 365 and PandaDoc to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate PandaDoc on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + PandaDoc integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and PandaDoc
What is required to integrate Microsoft Office 365 with PandaDoc?
To integrate Microsoft Office 365 with PandaDoc, you need active accounts for both Office 365 and PandaDoc. You'll also need access to our integration platform to set up connections between the two services using triggers such as 'New Email' in Office 365 and actions like 'Create Document' in PandaDoc.
How does the integration handle document creation?
With the integration, you can automate document creation in PandaDoc when specific triggers occur in Office 365, such as a new email received or an event added to the calendar. The action for this trigger would be to create a new document from a template.
Can I attach documents from OneDrive into PandaDoc using this integration?
Yes, using triggers in your workflow, like detecting a new file in OneDrive (part of Office 365), you can set up an action that automatically attaches that file to a document created or sent via PandaDoc.
What types of triggers can I set up with Office 365 and PandaDoc?
You can set up various triggers such as 'New Email', 'New Contact', 'Calendar Events', and file changes in OneDrive within your Office 365 suite. These triggers can initiate actions like creating documents or sending proposals through PandaDoc.
Do I need any programming knowledge to set up the integration?
No programming knowledge is necessary. Our platform is designed for ease of use, allowing you to connect Microsoft Office 365 with PandaDoc by simply selecting triggers and actions through an intuitive interface.
How often do the integrations sync between Microsoft Office 365 and PandaDoc?
The integrations typically sync events between Microsoft Office 365 and PandaDoc in real-time or near real-time depending on the specific trigger-action pair you've configured. This ensures that your document workflows are always current.
Is there support available if I face issues setting up my integration?
Yes, we offer comprehensive support resources including tutorials, online help documentation, and customer service representatives who can assist you with any issues related to integrating Microsoft Office 365 with PandaDoc.
