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PandaDoc + Zapier Tables

Create PandaDoc documents from updated records in Zapier Tables

When a record is updated in Zapier Tables, this workflow immediately creates a corresponding document in PandaDoc. It aids in maintaining accurate documentation by effortlessly mirroring the changes in your data fields. This automation is a time-saver solution, ensuring your PandaDoc files remain consistently up-to-date with your latest Table records.

When a record is updated in Zapier Tables, this workflow immediately creates a corresponding document in PandaDoc. It aids in maintaining accurate documentation by effortlessly mirroring the changes in your data fields. This automation is a time-saver solution, ensuring your PandaDoc files remain consistently up-to-date with your latest Table records.

  1. When this happens...
    Zapier TablesZapier Tables
    Updated Record

    Triggers when a record is updated on a table.

    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?
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Record IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    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.
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About Zapier Tables

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

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