PandaDoc + Google Sheets + Microsoft Teams Integrations

How to connect PandaDoc + Google Sheets + Microsoft Teams

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Do even more with PandaDoc + Google Sheets + Microsoft Teams

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 PandaDoc, Google Sheets, and Microsoft Teams. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
  Select a template to use.
- Send DocumentRequired
  Do you want to send the document to your recipient(s)?
- Message
  Message body for your email.
- Pricing Table Currency
  Select a currency for the pricing table.
- Name
  Name that will display in the pricing table.
- Description
  A brief description of the product.
- Price
- Quantity
- Discount
  The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.
- Document Metadata
  The metadata to include in the document. Specify "Key - Value" respectively in the fields.
Action
Write
- Api Docs Info
  API docs for PandaDoc are located here https://developers.pandadoc.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Document IDRequired
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
Trigger
Scheduled
Try It

- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Trigger
Scheduled
Try It
- No Team Drive
  If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
- Trigger Column
  Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Trigger
Instant
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
  The column position (zero-based) to insert. If not set, append to the right by default.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
  Create a duplicate of an existing spreadsheet.
- Headers
  These Headers are ignored if a "Spreadsheet to Copy" is selected.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  Use a search step before this to get the row to delete.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Action
Write
- Api Docs Info
  API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
  Value of the Worksheet Title to match exactly. Search is case-sensitive.
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Specify the column we should search for cells which match the Lookup Value.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet? In other words, pick the most recent match?
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Specify the column we should search for cells which match the Lookup Value.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet? In other words, pick the most recent match?
Action
Search or write
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- ChannelRequired
- Member
  Mentions of this member will trigger the zap. Make sure to specify a value for a member and/or a highlight word. Specifying both a member and a highlight word means that both the member and word need to be included in a message to trigger the zap.
- Highlight Word
  Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for a highlight word and/or a member. Specifying both a member and a highlight word means that both the member and word need to be included in a message to trigger the zap.
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- ChannelRequired
- Message Text Format
- Message TextRequired
  To mention team members, put their display name, email, or userID between “at” tags. For example, you could use <at>Jane Doe</at>, <at>jane.doe@example.com</at>, or <at>jane-doe-user-id</at> to mention a team member "Jane Doe".
Action
Write
- Api Docs Info
  API docs for Microsoft Teams are located here https://docs.microsoft.com/en-us/graph/teams-concept-overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
- Document Status
  Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- warning
  If a contact already exists, it will not be updated.
- 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
  Search for a document created from a specific template.
- Form
  Search for a document created from a specific form.
Action
Search
- Document IDRequired
Action
Search
- No Team Drive
  If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
Trigger
Instant
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
- Trigger Column
  Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy To
  Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
- Background Color
  Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
- Text Color
  Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
- Text Bold
  True if the text is bold.
- Text Italic
  True if the text is italicized.
- Text Strikethrough
  True if the text is strikethrough.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet?
- Row Count
  Number of rows to return. Max is 500.
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- ColumnsRequired
  Let us know which columns to return. e.g. A:Z
- Row CountRequired
  Number of rows to return. Max is 500.
- First Row
  Number of the first row to return (1 is the header)
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
  Value of the Worksheet Title to match exactly. Search is case-sensitive.
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Search or write
- TeamsRequired
Trigger
Scheduled
Try It
- ChatRequired
  Specify the chat to trigger for new messages.
- Exclude messages by you?
  If true, new messages by you will be excluded. Select false to trigger on any new messages - including those by you.
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message TextRequired
Action
Write

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How PandaDoc + Google Sheets + Microsoft Teams Integrations Work

Step 1: Authenticate PandaDoc, Google Sheets, and Microsoft Teams.
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.

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Connect PandaDoc + Google Sheets + Microsoft Teams

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

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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

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PandaDoc + Google Sheets + Microsoft Teams Integrations

How to connect PandaDoc + Google Sheets + Microsoft Teams

Do even more with PandaDoc + Google Sheets + Microsoft Teams

Document Completed

Source

Document Paid

Source

Create Attachment

Document IDRequired

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

New Spreadsheet Row (Team Drive)

Drive

SpreadsheetRequired

WorksheetRequired

New Spreadsheet

Drive

New or Updated Spreadsheet Row

No Team Drive

SpreadsheetRequired

WorksheetRequired

Trigger Column

Create Spreadsheet Column

Drive

SpreadsheetRequired

WorksheetRequired

Column NameRequired

Index

Create Multiple Spreadsheet Rows

Drive

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

TitleRequired

Spreadsheet to Copy

Headers

Delete Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

RowRequired

Update Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

RowRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Worksheet

Drive

SpreadsheetRequired

TitleRequired