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PandaDoc + Wufoo

Create Wufoo entries for new PandaDoc sent documents

Effortlessly manage your sent documents and entries with this PandaDoc-Wufoo workflow. Whenever you send a document through PandaDoc, a new entry will be created in your Wufoo form, ensuring a seamless data transfer and keeping your records up-to-date. Say goodbye to manual entry and stay organized with this time-saving automation.

Effortlessly manage your sent documents and entries with this PandaDoc-Wufoo workflow. Whenever you send a document through PandaDoc, a new entry will be created in your Wufoo form, ensuring a seamless data transfer and keeping your records up-to-date. Say goodbye to manual entry and stay organized with this time-saving automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    WufooWufoo
    Create Entry

    Creates a new entry in Wufoo for a form and data you select.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • 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
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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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wufoo logo
wufoo logo

About Wufoo

Wufoo is an easy way to create and manage HTML forms.

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