PandaDoc + Zapier Chrome extension

Create new PandaDoc documents from new Zapier Chrome extension pushes

When you want to swiftly document something from your web browsing experience, this workflow is built for efficiency. As soon as you make a new push in the Zapier Chrome extension, it swiftly creates a new document in PandaDoc. So, if pressing insights or brilliant ideas strike you while surfing the internet, this automatic process ensures they’re neatly organized into a PandaDoc document.

When you want to swiftly document something from your web browsing experience, this workflow is built for efficiency. As soon as you make a new push in the Zapier Chrome extension, it swiftly creates a new document in PandaDoc. So, if pressing insights or brilliant ideas strike you while surfing the internet, this automatic process ensures they’re neatly organized into a PandaDoc document.

  1. When this happens...
    Zapier Chrome extensionZapier Chrome extension
    New Push

    When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.

    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?
    • Instructions

    • Input Fields (Optional)

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Message TitleRequired

    • Message DetailsRequired

    Action
    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
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 more

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  • Documents

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zapier-chrome-extension logo
zapier-chrome-extension logo

About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.
Learn more

Related categories

  • Notifications
  • Productivity
  • Zapier