Basecamp + PandaDoc

Create new Basecamp 3 documents when PandaDoc documents are completed

When a document is finalized in PandaDoc, this workflow instantly creates a corresponding document in Basecamp 3. This efficient automation facilitates immediate sharing and collaboration on finalized materials, eliminating manual transfer and ensuring information flows seamlessly between your PandaDoc and Basecamp 3 applications. Enhance your document management processes and boost productivity with this streamlined workflow.

When a document is finalized in PandaDoc, this workflow instantly creates a corresponding document in Basecamp 3. This efficient automation facilitates immediate sharing and collaboration on finalized materials, eliminating manual transfer and ensuring information flows seamlessly between your PandaDoc and Basecamp 3 applications. Enhance your document management processes and boost productivity with this streamlined workflow.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    BasecampBasecamp
    Create Document

    Triggers when a new document is created in a folder.

    ActionWrite
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Supported triggers and actions

    • 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 Basecamp

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

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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 more

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  • Documents

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