PandaDoc + PDF.co + Pipedrive Integrations
How to connect PandaDoc + PDF.co + Pipedrive
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Do even more with PandaDoc + PDF.co + Pipedrive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PandaDoc, PDF.co, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.
Document IDRequired
Attachment NameRequired
AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document NameRequired
TemplateRequired
Send DocumentRequired
Message
Pricing Table Currency
Name
Description
Price
Quantity
Discount
Document Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBarcode ValueRequired
Barcode TypeRequired
Source File URL (optional)
X Co-ordinateRequired
Y Co-ordinateRequired
Pages (optional)
Custom Profiles
Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Image URLRequired
X Co-ordinateRequired
Y Co-ordinateRequired
Width
Height
Pages
Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message
Source File URLRequired
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Barcode Type to Read (optional)
Pages (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Output FormatRequired
Source File URLRequired
Page Selection (optional)
File Name (optional)
OCR Language for Scanned Documents (optional)
Extraction Region (optional)
Enable Line Grouping (optional)
Unwrap (optional)
Define Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Custom Classification Rules (optional)
CSV Rules URL (optional)
Enable Case Sensitive Custom Rules (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message
Sender EmailRequired
Recipient EmailRequired
Email SubjectRequired
SMTP ServerRequired
SMTP Server PortRequired
SMTP UsernameRequired
SMTP PasswordRequired
CC (optional)
BCC (optional)
Email Body (Plain Text) (optional)
Email Body (HTML) (optional)
Attachment URLs (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input TypeRequired
Page Orientation (optional)
Page Size (optional)
Custom Page Size (optional)
Custom Margins (optional)
Render Page Background (optional)
Media Type (optional)
Do not wait until full page load (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Automatically Convert Non-PDF Files (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to Search and RemoveRequired
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Pages (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to LocateRequired
Replacement Image URLRequired
Pages (optional)
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Page Numbers/RangesRequired
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text Search StringRequired
Enable Case-Sensitive Search (optional)
Enable Regular Expression Search (optional)
Exclude Pages with Identified Text (optional)
OCR Language (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization
Deal
Lead
Project
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
ProjectRequired
Done
TitleRequired
Description
Due Date
Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Source
Document Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.warning
EmailRequired
First name
Last name
Company
Phone
Title
Street Address
City
Postal Code
Country
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First name
Last name
Company
Phone
Job Title
Street Address
City
Postal Code
Country
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Status
Template
Form
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSource File URLRequired
IdRequired
X Co-ordinateRequired
Y Co-ordinateRequired
TypeRequired
Initial Value
Size
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to addRequired
X Co-ordinateRequired
Y Co-ordinateRequired
Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Barcode ValueRequired
Barcode Type
Generate Inline URL (optional)
Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input FormatRequired
Source File URLRequired
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF.co API EndpointRequired
URL Input Parameter Override (optional)
Input JSON (optional)
Execute Job Check Immediately
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Template Id (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Extract Fillable Fields (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
OCR Language (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Operation TypeRequired
OCR Language for auto-rotate (optional)
Page Numbers (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URL (optional)
Text Annotations (fill at least one)
Image Embeds (fill at least one)
Fillable Form Fields (fill at least one)
File Name (optional)
Allow Empty Text and Image Objects (optional)
Auto-trim Input Values (optional)
Template Data (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Operation Mode (optional)
Owner Password (fill at least one for Remove Security)
User Password (fill at least one for Remove Security)
Encryption Algorithm (optional)
Allow Printing (optional)
Define Printing Quality (optional)
Enable Document Assembly (optional)
Enable Content Copying (optional)
Enable Content Copying for Accessibility (optional)
Enable Document Modification (optional)
Enable Form Field Filling (optional)
Enable Commenting (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to LocateRequired
Replacement TextRequired
Target Pages
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Replacement Limit (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Search QueryRequired
Enable Regular Expressions (optional)
Page Range (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Barcode Search StringRequired
Exclude Pages with Identified Barcodes (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How PandaDoc + PDF.co + Pipedrive Integrations Work
- Step 1: Authenticate PandaDoc, PDF.co, and Pipedrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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