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PandaDoc + Zapier Tables

Create records in Zapier Tables when new documents are completed in PandaDoc

Streamline your document management process with this nifty workflow. Once a document is completed in the PandaDoc application, a new record gets created in the Zapier Tables application. This efficient setup ensures that all your completed documents are systematically recorded and organised, reducing manual data entry and bolstering productivity.

Streamline your document management process with this nifty workflow. Once a document is completed in the PandaDoc application, a new record gets created in the Zapier Tables application. This efficient setup ensures that all your completed documents are systematically recorded and organised, reducing manual data entry and bolstering productivity.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    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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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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About Zapier Tables

Zapier Tables is a no-code database built for automation.

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