PandaDoc + SQL Server

Update rows in SQL Server when new documents are completed in PandaDoc

Effortlessly keep your SQL Server database up to date with this workflow. Whenever a document is completed in PandaDoc, it triggers an update to the corresponding row in your SQL Server. This automation ensures your database remains accurate and current, without any manual intervention required.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Update Row
Updates an existing row.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Table/ViewRequired
Trigger
Scheduled
Try It

- QueryRequired
Trigger
Scheduled
Try It
- Table/ViewRequired
- Primary KeyRequired
- Order ByRequired
- Trigger Column
Trigger
Scheduled
Try It
- TableRequired
- ID ColumnRequired
Action
Write
- QueryRequired
Action
Search

- 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
- Table/ViewRequired
- Order By
- Dedupe Key
Trigger
Scheduled
Try It
New Table
Triggered when you add a new table.
Trigger
Scheduled
Try It
- TableRequired
Action
Write
- TableRequired
- Lookup ColumnRequired
- Lookup ValueRequired
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 Help

Related categories

Documents

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About SQL Server

SQL server (or MS SQL) is a top of the line database geared for the cloud

Learn more Help

Related categories

Databases

Similar apps

MySQL

Databases

PostgreSQL

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Databases

PRODUCTS

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By team

PandaDoc + SQL Server

Update rows in SQL Server when new documents are completed in PandaDoc

Document Completed

Source

Document Paid

Source

Create Attachment

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

New Column

Table/ViewRequired

New Row (Custom Query)

QueryRequired

New or Updated Row

Table/ViewRequired

Primary KeyRequired

Order ByRequired

Trigger Column

Update Row

TableRequired

ID ColumnRequired

Find Row via Custom Query

QueryRequired

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

EmailRequired

First name

Last name

Company

Phone

Title

Street Address

City

Postal Code

Country

State

Create or Update Contact

EmailRequired

First name

Last name

Company

Phone

Job Title

Street Address

City

Postal Code

Country

State

Find Document

Name