PandaDoc + Streamtime

PandaDoc + Streamtime integrations

Create new Streamtime jobs from completed PandaDoc documents

Ensure your project management stays up-to-date with this streamlined workflow. When a document is completed in PandaDoc, a new job is promptly created in Streamtime, ensuring your team can immediately start working on the next step without the need for manual data entry. This leads to a more efficient process, saves time, and helps your team stay focused on tasks at hand.

When this happens...
Document CompletedTriggers when a document is completed.
TriggerInstant
automatically do this!
Create JobCreates a new Job in the system.
ActionWrite

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More things you can do with PandaDoc and Streamtime

Discover other triggers and actions you can use with PandaDoc and Streamtime

- 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
Company Updated
Triggers when a Company is modified.
Trigger
Instant
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Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
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Invoice Sent
Triggers when an Invoice is sent to a client.
Trigger
Instant
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Job Created
Triggers when a Job is created.
Trigger
Instant
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- Activity Type
- User
- Company
- Job Name
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Approved
Triggers when a Quote gets approved.
Trigger
Instant
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- Name
  Required
- Phone 1
- Phone 2
- Tax Number
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job Name
  Required
- Job Number
- Company Name
  Required
- Budget
Action
Write
- Job ID
  Required
- Expense Name
  Required
- Description
- Reference
- Company
- Date
- Pricing Method
  Required
- Status
  Required
- Currency Code
- Quantity
  Required
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- Notes
  Required
- Date
- Duration (minutes)
- Status
  Required
Action
Write
- Label Type
  Required
- ID
  Required
- Name
  Required
Action
Write
- Priority Board ID
  Required
- Column
  Required
- Card Type
  Required
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- Email
Action
Search

- 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
Company Created
Triggers when a Company is created
Trigger
Instant
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Contact Created
Triggers when a Contact is created
Trigger
Instant
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- User
Trigger
Instant
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Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
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- Mentioned User
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Sent
Triggers when a Quote is sent to a client.
Trigger
Instant
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- Company
  Required
- First Name
  Required
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job ID
  Required
- Post Title
  Required
- Message
  Required
Action
Write
- Board Name
  Required
Action
Write
- Job ID
  Required
- Message
  Required
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- Status
  Required
- Job ID
  Required
- Item Name
Action
Write
- Job ID
  Required
- Company Name
  Required
- New Job Name
  Required
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?
  Required
Action
Write
- Priority Board Name
  Required
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
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.

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About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

Learn moreLearn moreHelpHelp

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Project Management

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