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PandaDoc + Slack

Send Slack private channel messages when new PandaDoc documents are sent

Stay informed on your document progress with this efficient automation. When a document is sent using PandaDoc, this workflow will send a private channel message in Slack, keeping your team in the loop without any manual effort. Keep your team updated and save time with this seamless document tracking solution.

Stay informed on your document progress with this efficient automation. When a document is sent using PandaDoc, this workflow will send a private channel message in Slack, keeping your team in the loop without any manual effort. Keep your team updated and save time with this seamless document tracking solution.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Private Channel Message

    Triggers when a new message is posted to a specific #private-channel or multi-dm.

    ActionWrite
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Supported triggers and actions

    • 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
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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.

Related categories

slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Related categories