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PandaDoc + Slack

Create new Slack channels when documents are completed in PandaDoc

Enhance team communication with this PandaDoc to Slack workflow. When a document reaches 'completed' status in PandaDoc, a new channel is created in Slack. Ideal for project management, it ensures you can seamlessly kick-off a discussion about any finished document, keeping your discussions organized and relevant to each specific project.

Enhance team communication with this PandaDoc to Slack workflow. When a document reaches 'completed' status in PandaDoc, a new channel is created in Slack. Ideal for project management, it ensures you can seamlessly kick-off a discussion about any finished document, keeping your discussions organized and relevant to each specific project.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Create Channel

    Creates a new channel.

    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
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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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  • Documents

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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.

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