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PandaDoc + WPForms

Create or update PandaDoc contacts from new WPForms form entries

Effortlessly manage your contacts and save time with this WPForms and PandaDoc integration. Whenever a new form entry is submitted on WPForms, this workflow will create or update the contact details in PandaDoc, ensuring your contact information stays up-to-date without manual data entry. Keep your focus on growing your business while this automation handles your contact management.

Effortlessly manage your contacts and save time with this WPForms and PandaDoc integration. Whenever a new form entry is submitted on WPForms, this workflow will create or update the contact details in PandaDoc, ensuring your contact information stays up-to-date without manual data entry. Keep your focus on growing your business while this automation handles your contact management.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • 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

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  • Documents

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wpforms logo
wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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