PandaDoc + thanks.io

PandaDoc + thanks.io integrations

Send postcards via thanks.io when documents are completed in PandaDoc

Send a personalized postcard to your clients or team members via thanks.io every time a document gets completed in PandaDoc. This convenient workflow ensures that no milestone goes unrecognized, strengthening your business relationships and boosting morale. With this automation, you can express gratitude or congratulate achievements quickly and easily, right when it matters the most.

When this happens...
Document CompletedTriggers when a document is completed.
TriggerInstant
automatically do this!
Send PostcardImmediately sends a postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.
ActionWrite

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More things you can do with PandaDoc and thanks.io

Discover other triggers and actions you can use with PandaDoc and thanks.io

- 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
- Order ID
  Required
Trigger
Polling
Try It

- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing List
  Required
- Recipient Full Name
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Street or Complete Address
- Address Line 2
- City
- State / Province
- Postal Code
- Country Code
- Birthday
- Email
- Phone
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Giftcard Amount in Cents
- Giftcard Brand
Action
Write
- Radius Search Address
  Required
- Radius Search Record Count
  Required
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Envelope
- Additional Pages URL
- PDF URL Only
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- PDF URL Only
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Mailing List
  Required
- Street Address
- State / Province
- Address Line 2
- City
- Postal Code
- Country Code
- Email
Action
Write

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- 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
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- PDF URL Only
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- Sub Account
Action
Write
- Radius Search Address
  Required
- Radius Search Record Count
  Required
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search Address
  Required
- Radius Search Record Count
  Required
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
- Append Data
Action
Write
- Radius Search Address
  Required
- Radius Search Record Count
  Required
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- PDF URL Only
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Email Address
  Required
Action
Write

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 moreLearn moreHelpHelp

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About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

Learn moreLearn moreHelpHelp

Related categories

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