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PandaDoc + Paperform

Create or update PandaDoc contacts from new Paperform form submissions

Easily manage your contacts in PandaDoc whenever you receive new form submissions in Paperform. This workflow will create or update a contact in PandaDoc based on the information provided in the Paperform submission, streamlining your contact management process and saving you time. Keep your records up to date and ensure seamless communication with your contacts through this efficient automation.

Easily manage your contacts in PandaDoc whenever you receive new form submissions in Paperform. This workflow will create or update a contact in PandaDoc based on the information provided in the Paperform submission, streamlining your contact management process and saving you time. Keep your records up to date and ensure seamless communication with your contacts through this efficient automation.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • 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
    • 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
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pandadoc logo

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 moreHelp

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paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

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