PandaDoc + Workable

Create documents in PandaDoc when candidate stages are updated in Workable

Stay updated with your candidate selection process in Workable and seamlessly create a relevant document in PandaDoc with this streamlined workflow. When the stage of a candidate is adjusted within Workable, this automation instantly generates a new document in PandaDoc. This efficient process not only keeps track of your recruitment stages but also facilitates relevant document creation without the need for manual data copying.

When this happens...
Updated Candidate Stage
Triggers when a candidate moves to a new stage.
TriggerInstant
automatically do this!
Create Document
Create a document from a template.
ActionWrite

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Supported triggers and actions

- Account
- Job
- Stage
Trigger
Instant
Try It
- Account
- Job
- Stage
Trigger
Instant
Try It
- AccountRequired
- Address
- Cover Letter
- Disqualification Reason
- Disqualified
- Domain
- EmailRequired
- First NameRequired
- Headline
- Last NameRequired
- Phone
- Resume URL
- Summary
- Comment
- JobRequired
- SourcedRequired
- Stage
Action
Write
- AccountRequired
- JobRequired
- CodeRequired
- Hiring ManagerRequired
- OwnerRequired
- Plan DateRequired
- ReasonRequired
Action
Write
- AccountRequired
- Candidate E-MailRequired
- Job
- Stage
Action
Search

- AccountRequired
- Job TitleRequired
Action
Search
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search

- AccountRequired
- Job
- Stage
Trigger
Polling
Try It
- AccountRequired
- CandidateRequired
- CommentRequired
- MemberRequired
- Policy
Action
Write
- AccountRequired
- CandidateRequired
- JobRequired
- StageRequired
- MemberRequired
Action
Write
- AccountRequired
- CandidateRequired
- Overwrite Existing Tags?
- TagsRequired
Action
Write
- AccountRequired
- Candidate E-MailRequired
- JobRequired
- Stage
Action
Search
- AccountRequired
- Candidate E-MailRequired
- JobRequired
- Stage
- Address
- Cover Letter
- Disqualification Reason
- Disqualified
- Domain
- EmailRequired
- First NameRequired
- Headline
- Last NameRequired
- Phone
- Resume URL
- Summary
- Comment
- SourcedRequired
Action
Search or 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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

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.

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