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PandaDoc + SQL Server

Create documents in PandaDoc from new rows in SQL Server for seamless data management

Streamline your documents creation process with this efficient workflow. Each time a new row is added in your SQL Server application through a custom query, a document is immediately crafted in your PandaDoc app. This automation reduces manual effort and helps you maintain document consistency with up-to-date database information.

Streamline your documents creation process with this efficient workflow. Each time a new row is added in your SQL Server application through a custom query, a document is immediately crafted in your PandaDoc app. This automation reduces manual effort and helps you maintain document consistency with up-to-date database information.

  1. When this happens...
    SQL ServerSQL Server
    New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

    TriggerScheduled
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • Table/ViewRequired

    • Order By

    • Dedupe Key

    Trigger
    Scheduled
    Try It
  • SQL Server triggers, actions, and search

    New Table

    Triggered when you add a new table.

    Trigger
    Scheduled
    Try It
    • TableRequired

    Action
    Write
    • TableRequired

    • Lookup ColumnRequired

    • Lookup ValueRequired

    Action
    Search
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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.
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About SQL Server

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

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