Connect PandaDoc and WordPress to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
Launch your first automated workflow
Start with a template that brings PandaDoc and WordPress together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate PandaDoc with WordPress - 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 "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects PandaDoc and WordPress, 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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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
Connect PandaDoc and WordPress to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate PandaDoc on the Zapier blog
Learn how to automate WordPress on the Zapier blog
Frequently Asked Questions about PandaDoc + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PandaDoc and WordPress
How do I set up the PandaDoc and WordPress integration?
To set up the PandaDoc and WordPress integration, you can use our platform to connect both applications through triggers and actions. Start by creating a trigger event in WordPress, such as a new post being published. Then, link this trigger to an action in PandaDoc, like creating a new document or sending an existing template.
What kind of trigger events can I use with WordPress and PandaDoc?
In the integration between WordPress and PandaDoc, common trigger events include publishing a new post, updating post status, or receiving form submissions on your site. These triggers can automate actions in PandaDoc like document creation or sending specific templates.
Can I customize what happens in PandaDoc when a WordPress trigger fires?
Yes, you can customize the actions that occur in PandaDoc when a specific WordPress trigger is activated. For instance, you might tailor which document template is used based on different categories of blog posts being published on your site.
Is coding required for integrating PandaDoc with WordPress?
No coding is required to integrate PandaDoc with WordPress. Our platform provides a user-friendly interface that allows you to set up triggers and actions without needing technical expertise.
Are there any limitations on the number of zap workflows between PandaDoc and WordPress?
The number of zap workflows you can create between PandaDoc and WordPress depends on your pricing plan with us. Different plans offer varying limits on zaps per month.
What should I do if my zap doesn't work between PandaDoc and WordPress?
If your zap isn't functioning as expected between PandaDoc and WordPress, check the setup for errors such as incorrect trigger-action pairings. Our support team is also available to help troubleshoot specific issues.
How often do the zaps from WordPress to PandaDoc run?
Zaps from WordPress to PandaDoc typically run instantly for most triggers. However, some events may be set to check periodically depending on system load or specific configurations you've selected.
