Circle + PandaDoc

Create PandaDoc documents for newly added Circle members

Effortlessly manage your new Circle members by creating a personalized document in PandaDoc whenever someone joins your platform. This seamless workflow helps you save time and ensures a consistent onboarding experience for your new members without any manual work. Just set it up once and enjoy an organized documentation process for every new addition to your Circle community.

Effortlessly manage your new Circle members by creating a personalized document in PandaDoc whenever someone joins your platform. This seamless workflow helps you save time and ensures a consistent onboarding experience for your new members without any manual work. Just set it up once and enjoy an organized documentation process for every new addition to your Circle community.

  1. When this happens...
    CircleCircle
    New Member Added

    Triggers when a new member joins the community, or when a member is added by an admin with a password set.

    TriggerPolling
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

    • CommunityRequired

    • Trigger Once Per ContentRequired

    Trigger
    Polling
    Try It
    • CommunityRequired

    Trigger
    Polling
    Try It
    • CommunityRequired

    • Space

    • Topic

    Trigger
    Polling
    Try It
    • CommunityRequired

    Trigger
    Polling
    Try It
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circle logo

About Circle

A modern community platform for creators.

Related categories

  • CRM (Customer Relationship Management)

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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

Related categories

  • Documents

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