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Create PandaDoc documents for new Shopify paid orders
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Shopify + PandaDoc
Create PandaDoc documents for new Shopify paid orders
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Shopify + PandaDoc
Create PandaDoc documents for new Shopify customers
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Shopify + PandaDoc
Create or update PandaDoc contacts for new Shopify customers
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Shopify + PandaDoc
Create customers in Shopify when PandaDoc documents are completed
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PandaDoc + Shopify
Create Shopify blog entries when new PandaDoc documents are sent
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PandaDoc + Shopify

Create PandaDoc documents for new Shopify paid orders

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Shopify + PandaDoc

Create PandaDoc documents for new Shopify paid orders

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Shopify + PandaDoc

Create PandaDoc documents for new Shopify customers

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Shopify + PandaDoc

Create or update PandaDoc contacts for new Shopify customers

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Shopify + PandaDoc

Create customers in Shopify when PandaDoc documents are completed

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PandaDoc + Shopify

Create Shopify blog entries when new PandaDoc documents are sent

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PandaDoc + Shopify

Generate documents in PandaDoc for new orders in Shopify
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Shopify + PandaDoc

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Completed" from PandaDoc.

Add your action

An action happens after the trigger—such as "Add Line Item to Order" in Shopify.

You’re connected!

Zapier seamlessly connects PandaDoc and Shopify, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document ID
  Required
Action
Search
New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Polling
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- Risk Level
Trigger
Polling
Try It
New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
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New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Instant
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Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
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New Order
Triggers when an order is created (with line item support).
Trigger
Instant
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New Refund
Triggers when a refund or partial refund occurs.
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Inventory Item
Trigger
Instant
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Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Trigger
Instant
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- Customer
  Required
- Tags
  Required
- Overwrite existing tags?
Action
Write
- Company
  Required
- Location Name
  Required
- External ID
- Locale
- Phone
- Note
- Tax Registration ID
- Billing same as shipping address?
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping City
- Shipping Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Phone
- Shipping Recipient
- Shipping ZIP Code
- Shipping Zone Code
Action
Write
- First Name
- Last Name
- Email Address
  Required
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
Action
Write
- Initial Value
  Required
- Code
- Customer ID
- Expiry Date
- Note
- Template Suffix
Action
Write
- Email
- Product
- Product Variant
- SKU
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Price
- Rate
- Title
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Buyer Accepts Marketing?
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Location
- Inventory_behaviour
- Financial_status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
Action
Write
- Product ID
  Required
- Channel ID
  Required
- Publish Date
Action
Write
- Order
  Required
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
Action
Write
- Inventory Item
  Required
- Unit Cost
- Track Inventory
- SKU
- Requires Shipping
- Country of Origin
- Province/State of Origin
Action
Write
- Product
  Required
- Product Variant
  Required
- Price
- Compare at Price
- SKU
- Barcode
- Tax Code
- Is taxable?
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse?
- Raw Query
Action
Search
- Order ID
  Required
Action
Search
- Order_id
  Required
Action
Search
- Ids
  Required
Action
Search
- Product Variant Titles
  Required
Action
Search
- Product
  Required
- Product Variant Title
  Required
Action
Search
- Copy
- Product Title / Handle
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Search or write

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search
- Blog
  Required
- Blog Entry Status
Trigger
Polling
Try It
- Abandoned Cart Age (Hours)
  Required
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
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New Draft Order
Triggers when a new draft order is created.
Trigger
Instant
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New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
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New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
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New Refund
Triggers when a refund or partial refund occurs (with order details).
Trigger
Instant
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New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Instant
Try It
Updated Draft Order
Triggers when a draft order is updated.
Trigger
Instant
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Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
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- Order ID
  Required
- Type of Line Item to Add
  Required
- Reason for Edit
- Notify the Customer?
Action
Write
- Blog
  Required
- Title
  Required
- Author Name
  Required
- Content
  Required
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- Name
  Required
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
Action
Write
- Product ID
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
Action
Write
- Order ID
  Required
- Fulfillment Order ID
  Required
- Notify Customer
- Address Line 1
- Address Line 2
- City
- Country Code
- Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
Action
Write
- Adjust or Set quantity?
  Required
- The name of quantities to be changed
  Required
- The reason for the quantity changes
  Required
- Location
  Required
- Product
- Product Variant
  Required
- Quantity to Set or Adjust
Action
Write
- Title
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Customer
  Required
- Tags
  Required
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email Address
- Company Name
- Default Address
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Tags
- Phone Number
- Note
- Tax Exempt
- Tax Exemptions
- Accepts Marketing
- Send Account Invite Email
Action
Write
- Order ID
  Required
- Email
- Notes
- Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- Tags
- Additional Details
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First Name
- Shipping Address - Last Name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - Province
- Shipping Address - Province Code
- Shipping Address - ZIP
Action
Write
- Product ID
  Required
- Title
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Search Query
- Email
Action
Search
- Order ID
  Required
- Include Closed Fulfillment Orders
Action
Search
- Owner_resource
  Required
- Owner_id
  Required
Action
Search
- Product Titles
  Required
Action
Search
- Copy
- Product Title / Handle
  Required
Action
Search
- Product Variant SKU
  Required
Action
Search
- Search Query
- Email Address
  Required
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Search or write
- Product ID
  Required
- Product Variant Title
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
Action
Search or write

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Connect PandaDoc and Shopify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate PandaDoc on the Zapier blog

Learn how to automate Shopify on the Zapier blog

Make work flow with AI

Level up your PandaDoc to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about PandaDoc + Shopify integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PandaDoc and Shopify

How can I integrate PandaDoc with Shopify using this integration?

We enable a seamless connection between PandaDoc and Shopify through our platform by using 'triggers' and 'actions.' A trigger could be a new order in Shopify, while the action might involve creating and sending documents through PandaDoc. The flexibility of triggers and actions allows for customized workflows tailored to your needs.

What are the pre-requisites for setting up the PandaDoc-Shopify integration?

To set up this integration, you need active accounts on both PandaDoc and Shopify. You should also have access to our platform where you’ll configure specific 'triggers' from Shopify events, like order creation or updates, and pair them with suitable 'actions' in PandaDoc.

Can I automate document generation when an order is placed in Shopify?

Yes, automation is possible. By setting up a trigger for new orders in Shopify, you can automatically generate corresponding documents in PandaDoc. This ensures every purchase gets immediate documentation without manual intervention.

Is it possible to update existing documents in PandaDoc from changes made in Shopify?

Certainly, if there are updates made to orders or customer details within Shopify, these changes can trigger actions that update the relevant documents stored in PandaDoc. You would set up corresponding triggers for updates in your account configuration.

How do I test the integration setup between PandaDoc and Shopify?

After setting your desired triggers and actions, we provide options to simulate these workflows. You can perform test orders or modifications within Shopify to ensure that the corresponding actions are accurately executed within PandaDoc.

What support options are available if I encounter issues while integrating?

We offer comprehensive support through our help center, including guides and tutorials on integrating third-party applications like PandaDoc with Shopify. Additionally, our customer support team stands ready to assist with troubleshooting any challenges faced during setup or operation.

Are there limitations on how many triggers or actions I can set between PandaDoc and Shopify?

While our platform is designed for maximum flexibility, there may be limits based on your subscription plan regarding how many unique workflows you can create. It's advisable to review your plan's details or contact our support for specific restrictions related to workflows involving triggers and actions.

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 moreLearn moreHelpHelp

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About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

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eCommerce

Connect PandaDoc and Shopify to unlock the power of automation

Set up your first integration

Create PandaDoc documents for new Shopify paid orders

Create PandaDoc documents for new Shopify paid orders

Create PandaDoc documents for new Shopify customers

Create or update PandaDoc contacts for new Shopify customers

Create customers in Shopify when PandaDoc documents are completed

Create Shopify blog entries when new PandaDoc documents are sent

Create PandaDoc documents for new Shopify paid orders

Create PandaDoc documents for new Shopify paid orders

Create PandaDoc documents for new Shopify customers

Create or update PandaDoc contacts for new Shopify customers

Create customers in Shopify when PandaDoc documents are completed

Create Shopify blog entries when new PandaDoc documents are sent

Generate documents in PandaDoc for new orders in Shopify

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect PandaDoc and Shopify to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Learn how to automate Shopify on the Zapier blog

Automatically post new Shopify store items to Pinterest

How to automatically add Shopify customers to Salesforce

How to automatically save Shopify orders to a Google Sheet

Make work flow with AI

Frequently Asked Questions about PandaDoc + Shopify integrations

Connect PandaDoc to Shopify on the world's largest no-code automation platform