PandaDoc + Pipefy

Move completed PandaDoc documents to Pipefy cards

Streamline your workflow with this easy automation. When a document is completed in PandaDoc, this workflow will promptly move a card in the Pipefy app. Enjoy a seamless transition between tasks, ensuring that your processes remain smooth and efficient. Simplify your document management and boost your productivity with this useful workflow.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Move Card
Move a card.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- PipeRequired
Trigger
Instant
Try It

- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe
- Card IdRequired
- Phase IdRequired
Action
Write
- Pipe
- FieldRequired
- Card IdRequired
- Field Type
Action
Write
- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search
- PipeRequired
- Title
- Assignee Ids
- Label Ids
Action
Search or write

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- PipeRequired
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- PipeRequired
Action
Write
- TableRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TableRequired
- Record TitleRequired
Action
Search

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

Related categories

Documents

Similar apps

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Learn more

Related categories

Project Management

PandaDoc + Pipefy

Move completed PandaDoc documents to Pipefy cards

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Done Card

Expired Card

Late Card

New Card

Updated Record Field

Move Card

Update Card Field

Find Card

Find or Create Card

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Overdue Card

Updated Card Field

Moved Card

New Database Record

Create Card

Create Record

API Request (Beta)

Find Database Records

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend

About Pipefy

Related categories