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Set up your first integration
Quickly connect PandaDoc to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate PandaDoc with Trello - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Document Completed" from PandaDoc.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects PandaDoc and Trello, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Source
Try ItTriggerInstant- Source
Try ItTriggerInstant- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
ActionWrite- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
ActionWrite
- Source
- Document Status
Try ItTriggerInstant- Source
Try ItTriggerInstant- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite
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Practical ways you can use PandaDoc and Trello
Track completed contracts in project boards
When a document is completed in PandaDoc, automatically create a corresponding card in Trello, ensuring clear tracking of project progress. This saves business owners time and helps maintain seamless coordination between document workflows and task management.
Business OwnerOrganize updated documents based on ticket workflows
When the status of a document changes in PandaDoc, Zapier can automatically create or move a card to the appropriate Trello list to ensure customer support teams can easily refer to the correct documents. This streamlines document organization and improves ticket resolution efficiency.
Customer Support OpsCreate a task card for sent sales proposals
When a sales proposal document is sent in PandaDoc, Zapier automatically generates a new task card in Trello. This ensures the Sales Ops team can track the next steps in the sales process without manual updates, improving team efficiency and follow-up consistency.
Sales Ops
