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PandaDoc + Process Street

Update Process Street runs when new PandaDoc documents are completed

Stay on top of your paperwork and manage processes more efficiently with this easy workflow. Whenever a document is completed in PandaDoc, it instantly updates a Workflow Run in Process Street. This automation allows you to streamline your operations and ensure every step of your process is promptly updated, helping you save time and maintain accuracy.

Stay on top of your paperwork and manage processes more efficiently with this easy workflow. Whenever a document is completed in PandaDoc, it instantly updates a Workflow Run in Process Street. This automation allows you to streamline your operations and ensure every step of your process is promptly updated, helping you save time and maintain accuracy.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Process StreetProcess Street
    Update Workflow Run

    Update an existing workflow run.

    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
pandadoc logo
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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process-street logo
process-street logo

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

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