PandaDoc + Trello

Create new PandaDoc documents when cards are moved to a list in Trello

Streamline your document creation process by linking your Trello and PandaDoc activities. When you move a card to a specific list in Trello, a new document is instantly created in PandaDoc. This efficient workflow helps keep your documentation aligned with your project progress, offering a seamless way to manage tasks and related documents.

Streamline your document creation process by linking your Trello and PandaDoc activities. When you move a card to a specific list in Trello, a new document is instantly created in PandaDoc. This efficient workflow helps keep your documentation aligned with your project progress, offering a seamless way to manage tasks and related documents.

  1. When this happens...
    TrelloTrello
    Card Moved to List

    Triggers when a Card is moved to a List in Trello, inside the same Board.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
    • ActivityRequired

    Trigger
    Instant
    Try It
    • Board

    • Time Before

    • Time Before (Unit)

    • Status

    • Only cards where you're a member?

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Filter

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
    • BoardRequired

    • ListRequired

    • Card

    Trigger
    Instant
    Try It
    • BoardRequired

    • CardRequired

    Trigger
    Instant
    Try It
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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