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Microsoft Office 365 + PandaDoc

Send emails via Microsoft Office 365 when new documents are completed in PandaDoc

Reduce your workload by setting up a workflow between PandaDoc and Microsoft Office 365 that takes care of email notifications for completed documents. This streamlined process will come into play once a document is finalized in PandaDoc, triggering an outbound email from your Office 365 account to inform relevant parties instantly. It's not only efficient, but also ensures no important document completion goes unnoticed.

Reduce your workload by setting up a workflow between PandaDoc and Microsoft Office 365 that takes care of email notifications for completed documents. This streamlined process will come into play once a document is finalized in PandaDoc, triggering an outbound email from your Office 365 account to inform relevant parties instantly. It's not only efficient, but also ensures no important document completion goes unnoticed.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Microsoft Office 365Microsoft Office 365
    Send Email

    Send an email from your Office 365 account.

    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
office-365 logo
office-365 logo

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 moreHelp

Related categories

  • Email
  • Microsoft

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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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