Microsoft Office 365 + PandaDoc integrations
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.
- When this happens...Document CompletedTriggers when a document is completed.
- automatically do this!Send EmailSend an email from your Office 365 account.
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More things you can do with PandaDoc and Microsoft Office 365
Discover other triggers and actions you can use with PandaDoc and Microsoft Office 365
- Source
Try ItTriggerInstant- Source
Try ItTriggerInstant- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
ActionWrite- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
ActionWrite
- Source
- Document Status
Try ItTriggerInstant- Source
Try ItTriggerInstant- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite
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.
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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