PandaDoc + Trello

Move Trello cards to a list when PandaDoc documents are sent

Easily stay on top of your sales process with this PandaDoc to Trello automation. When a document is sent in PandaDoc, a card will be moved to a specified list in Trello, keeping your sales pipeline organized and up-to-date. Save time and improve workflow efficiency by integrating these two powerful tools for a seamless document management experience.

Easily stay on top of your sales process with this PandaDoc to Trello automation. When a document is sent in PandaDoc, a card will be moved to a specified list in Trello, keeping your sales pipeline organized and up-to-date. Save time and improve workflow efficiency by integrating these two powerful tools for a seamless document management experience.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Move Card to List

    Moves a specific card to a list on a specific board.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • warning

    • 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
pandadoc logo
pandadoc logo

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 moreHelp

Related categories

  • Documents

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trello logo
trello logo

About Trello

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

Related categories

  • Project Management

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