Connect PandaDoc and Trello to power AI-driven automation

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Start with a template that brings PandaDoc and Trello together. Build enterprise-grade automation in minutes.

Our most popular template

Create PandaDoc api requests for new Trello cards
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Trello + PandaDoc
Create or update PandaDoc contacts when cards are moved to a list in Trello
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Trello + PandaDoc
Update Trello cards when new PandaDoc documents are completed
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PandaDoc + Trello
Create Trello cards for newly completed PandaDoc documents
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PandaDoc + Trello
Add comments in Trello when new PandaDoc documents are paid
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PandaDoc + Trello
Update Trello cards when new PandaDoc documents are paid
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PandaDoc + Trello

Create PandaDoc api requests for new Trello cards

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Trello + PandaDoc

Create or update PandaDoc contacts when cards are moved to a list in Trello

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Trello + PandaDoc

Update Trello cards when new PandaDoc documents are completed

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PandaDoc + Trello

Create Trello cards for newly completed PandaDoc documents

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PandaDoc + Trello

Add comments in Trello when new PandaDoc documents are paid

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PandaDoc + Trello

Update Trello cards when new PandaDoc documents are paid

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PandaDoc + Trello

Create Trello cards for newly paid PandaDoc documents
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PandaDoc + Trello
Move Trello cards to a new list when PandaDoc document status changes
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PandaDoc + Trello

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate PandaDoc with Trello - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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
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
New Board
Triggers when a new board is added.
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
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- Activity
  Required
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- Label ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization ID
  Required
- Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card ID
  Required
- File Attachments
- URL Attachments
Action
Write
- Board ID
  Required
- From List ID
- Card ID
  Required
- To Board ID
- To List ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Comment Text
  Required
Action
Write
- Organization ID
  Required
- Board ID
  Required
- Name
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
  Required
- Label Name
  Required
- Color
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Label ID
  Required
Action
Write
- Board ID
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Checklist ID
  Required
Action
Search
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Search
- List ID
  Required
Action
Search
- Organization ID
  Required
- Board Name
  Required
Action
Search
- Trello Query String
  Required
- Organization ID
- Cards Limit
Action
Search
- Organization ID
  Required
- Member_name
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search or write
- Organization ID
  Required
- Board Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- 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
- Board ID
- List ID
- Filter
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Board ID
- Card ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board ID
  Required
- Member ID
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Label ID
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Member ID(s)
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- List ID
  Required
- Name
  Required
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
  Required
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
- Checklist ID
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Write
- Action ID
  Required
Action
Search
- Board ID
  Required
- Label Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
- Search
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Search
  Required
Action
Search
- Label ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Organization ID
  Required
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
- Return Limited Fields
Action
Search
- Board ID
  Required
- Label Name
  Required
- Color
Action
Search or write
- Board ID
  Required
- List ID
- Card ID
  Required
- Search
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

For AI agents & developers

Use PandaDoc and Trello with AI agents and code

Beyond Zap workflows. Call PandaDoc and Trello actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose PandaDoc and Trello actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Attachment
Create Checklist Item in Card

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger PandaDoc and Trello actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* pandadoc / trello action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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 Owner

Try it

Organize 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 Ops

Try it

Create 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

Try it

Learn how to automate PandaDoc on the Zapier blog

Learn how to automate Trello on the Zapier blog

Make work flow with AI

Level up your PandaDoc to Trello integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

Related categories

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About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Connect PandaDoc and Trello to power AI-driven automation

Launch your first automated workflow

Create PandaDoc api requests for new Trello cards

Create or update PandaDoc contacts when cards are moved to a list in Trello

Update Trello cards when new PandaDoc documents are completed

Create Trello cards for newly completed PandaDoc documents

Add comments in Trello when new PandaDoc documents are paid

Update Trello cards when new PandaDoc documents are paid

Create PandaDoc api requests for new Trello cards

Create or update PandaDoc contacts when cards are moved to a list in Trello

Update Trello cards when new PandaDoc documents are completed

Create Trello cards for newly completed PandaDoc documents

Add comments in Trello when new PandaDoc documents are paid

Update Trello cards when new PandaDoc documents are paid

Create Trello cards for newly paid PandaDoc documents

Move Trello cards to a new list when PandaDoc document status changes

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use PandaDoc and Trello with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use PandaDoc and Trello

Track completed contracts in project boards

Organize updated documents based on ticket workflows

Create a task card for sent sales proposals

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Learn how to automate Trello on the Zapier blog

How to create Miro widgets from new Trello cards

How to create a Trello card from a saved Slack message

How to use Trello for time tracking

Make work flow with AI

Connect PandaDoc to Trello on the world's largest no-code automation platform