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PandaDoc + Thinkific

Manage new Thinkific orders by creating or updating PandaDoc contacts

Easily manage your Thinkific course sales and PandaDoc contacts with this streamlined workflow. Whenever a new order is placed in Thinkific, the customer's information is sent to PandaDoc to create or update a contact. This automation saves you time and ensures your customer data stays up-to-date across both platforms.

Easily manage your Thinkific course sales and PandaDoc contacts with this streamlined workflow. Whenever a new order is placed in Thinkific, the customer's information is sent to PandaDoc to create or update a contact. This automation saves you time and ensures your customer data stays up-to-date across both platforms.

  1. When this happens...
    ThinkificThinkific
    New Order

    Triggers when a new purchase has been made.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Course Name

    Trigger
    Instant
    Try It
    • Course Name

    Trigger
    Instant
    Try It
    • Product Name

    Trigger
    Instant
    Try It
    • Product Name

    Trigger
    Instant
    Try It
    • CourseRequired

    • Lesson

    Trigger
    Instant
    Try It
    • Course Name

    Trigger
    Instant
    Try It
  • Thinkific triggers, actions, and search

    New User

    Triggers when a new user is created.

    Trigger
    Instant
    Try It
    • Products

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Expiry Date

    • Password

    • Company

    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.
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  • Documents

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About Thinkific

The all-in-one platform to create, market & sell your online courses. Deliver beautiful courses on your own site, with no technical or design experience required!

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