PandaDoc + ThriveCart + ConvertKit Integrations

How to connect PandaDoc + ThriveCart + ConvertKit

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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PandaDoc, ThriveCart, and ConvertKit. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
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- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
  Select a template to use.
- Send DocumentRequired
  Do you want to send the document to your recipient(s)?
- Message
  Message body for your email.
- Pricing Table Currency
  Select a currency for the pricing table.
- Name
  Name that will display in the pricing table.
- Description
  A brief description of the product.
- Price
- Quantity
- Discount
  The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.
- Document Metadata
  The metadata to include in the document. Specify "Key - Value" respectively in the fields.
Action
Write
- Api Docs Info
  API docs for PandaDoc are located here https://developers.pandadoc.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Document IDRequired
Action
Search
- Product
  Use this if you only want to trigger this Zap when an affiliate is approved for particular products.
Trigger
Instant
Try It

- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Only trigger if part of a bulk payout?
  Check to only trigger if this payment covers multiple commissions.
Trigger
Instant
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- Product
  Use this if you only want to trigger this Zap when an affiliate is rejected/revoked from particular products.
Trigger
Instant
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- Bump
  Choose a particular bump from the list.
- Coupon Code
  Choose a coupon to only trigger if that coupon was applied to this order.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by Mode
  Choose whether this should trigger if the purchase is done in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Downsell
  Choose a particular downsell from the list.
- Coupon Code
  Choose a coupon to only trigger if that coupon was applied to this order.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by Mode
  Choose whether this should trigger if the purchase is done in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Upsell
  Choose a particular upsell from the list.
- Coupon Code
  Choose a coupon to only trigger if that coupon was applied to this order.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by Mode
  Choose whether this should trigger if the purchase is done in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Item type
  Choose which item you want to trigger this Zap for.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by product status
  Choose whether this should trigger if the cancellation is made in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Item type
  Choose which item you want to trigger this Zap for.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by product status
  Choose whether this should trigger if the payment is made in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Item type
  Choose which item you want to trigger this Zap for.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by product status
  Choose whether this should trigger if the pause is made in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Api Docs Info
  API docs for ThriveCart are located here https://apidocs.thrivecart.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
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- Transaction IDRequired
  A unique ID for the transaction (ie. Purchase ID or Invoice ID). If a purchase with this Transaction ID already exists, it will be updated.
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- Subtotal
- Tax
- Shipping
- Discount
  Discount amount applied to the purchase in your currency.
- Total
- Currency
  3 letter currency code, default USD.
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
  Unique identifier of this product
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
Action
Write
- Api Docs Info
  API docs for ConvertKit are located here http://developers.convertkit.com/#api-basics
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
- Document Status
  Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- warning
  If a contact already exists, it will not be updated.
- 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
- Name
- Status
- Template
  Search for a document created from a specific template.
- Form
  Search for a document created from a specific form.
Action
Search
- Document IDRequired
Action
Search
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Only trigger if part of a bulk payout?
  Check to only trigger if this payment is accruing for a bulk payout.
Trigger
Instant
Try It
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
Trigger
Instant
Try It
- Product
  Choose the product or products you want to trigger this Zap for.
Trigger
Instant
Try It
- Product
  Choose the product or products you want to trigger this Zap for.
Trigger
Instant
Try It
- Product
  Choose the product or products you want to trigger this Zap for.
- Coupon Code
  If you want trigger this Zap only when a specific coupon or coupons are used, then you can select these above. Leaving this blank will ensure all orders trigger.
- Filter by 'Opt-in checkbox'
  If your cart page has an opt-in checkbox added to it, only run if the customer checked it.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by product status
  Choose whether this should trigger if the purchase is done in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Item type
  Choose which item you want to trigger this Zap for.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by product status
  Choose whether this should trigger if the payment is made in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Item type
  Choose which item you want to trigger this Zap for.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by product status
  Choose whether this should trigger if the completion is made in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Item type
  Choose which item you want to trigger this Zap for.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by product status
  Choose whether this should trigger if the refund is done in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- Item type
  Choose which item you want to trigger this Zap for.
- Filter by affiliate ID
  Enter an affiliate ID to only trigger if the order was referred by a particular affiliate.
- Filter by product status
  Choose whether this should trigger if the resume is made in test mode, live mode, or both. Leave blank to trigger for both.
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- SequenceRequired
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- FormRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
- Optin to Sequence
  If this form has a sequence attached to it, would you like the subscriber to be opted into the sequence?
Action
Write
- SequenceRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
Action
Write
- Subscriber EmailRequired
- TagRequired
Action
Write
- Email AddressRequired
Action
Search

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How PandaDoc + ThriveCart + ConvertKit Integrations Work

Step 1: Authenticate PandaDoc, ThriveCart, and ConvertKit.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect PandaDoc + ThriveCart + ConvertKit

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 more

Related categories

Documents

Similar apps

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Documents

Quip

Documents

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Ads & Conversion

About ThriveCart

ThriveCart is the no. 1 cart software that grows your income from existing traffic.

Related categories

eCommerce

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Related categories

Drip Emails

Similar apps

Mailchimp

Email Newsletters

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Email Newsletters

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Marketing Automation

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PandaDoc + ThriveCart + ConvertKit Integrations

How to connect PandaDoc + ThriveCart + ConvertKit

Do even more with PandaDoc + ThriveCart + ConvertKit

Document Completed

Source

Document Paid

Source

Create Attachment

Document IDRequired

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

Affiliate Approved

Product

Affiliate Commission Paid

Filter by affiliate ID

Only trigger if part of a bulk payout?

Affiliate Rejected

Product

Bump Purchase

Bump

Coupon Code

Filter by affiliate ID

Filter by Mode

Downsell Purchase

Downsell

Coupon Code

Filter by affiliate ID

Filter by Mode

Upsell Purchase

Upsell

Coupon Code

Filter by affiliate ID

Filter by Mode

Recurring Payments Cancelled

Item type

Filter by affiliate ID

Filter by product status

Recurring Payment Failed

Item type

Filter by affiliate ID

Filter by product status

Subscription Paused

Item type

Filter by affiliate ID

Filter by product status

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Purchase

New Subscriber

New Unsubscribe

Create or Update Purchase

Transaction IDRequired