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PandaDoc + Stripe

Create new Stripe customers when PandaDoc documents are completed

Save time and streamline your workflow by creating a new Stripe customer as soon as a PandaDoc document is completed. With this automation, you can easily keep track of new customers and ensure all your information is up to date in both systems. Enhance your billing process and reduce manual data entry tasks, so you can focus more on growing your business.

Save time and streamline your workflow by creating a new Stripe customer as soon as a PandaDoc document is completed. With this automation, you can easily keep track of new customers and ensure all your information is up to date in both systems. Enhance your billing process and reduce manual data entry tasks, so you can focus more on growing your business.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    StripeStripe
    Create Customer

    Creates a new customer.

    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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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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About Stripe

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

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