Circle + PandaDoc

Invite new Circle members when PandaDoc documents are completed

Streamline your document workflows and membership management with this efficient automation. When a document is completed in PandaDoc, this workflow will instantly send an invitation to join your Circle community. This is especially useful for onboarding new members in a timely fashion once contracts or agreements have been finalized. Simplify these administrative tasks, enabling you to stay focused on building stronger community relationships.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Invite Member
Invite a member to your community.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Community
Trigger
Polling
Try It

- CommunityRequired
- Trigger Once Per ContentRequired
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
New Community
Triggers when a new community is created by the user.
Trigger
Polling
Try It
- CommunityRequired
Trigger
Polling
Try It
- CommunityRequired
Trigger
Polling
Try It
- CommunityRequired
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
- CommunityRequired
- Course Space
Trigger
Polling
Try It
- CommunityRequired
- Course Space
- Section
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Polling
Try It
- CommunityRequired
- Access GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- First Name
- Last Name
- EmailRequired
- Member Tags
Action
Write
- CommunityRequired
- Course SpaceRequired
- NameRequired
Action
Write
- CommunityRequired
- SpaceRequired
- Post Name
- Post Description
- Pin to top
- Comments Enabled
- Liking Enabled
- User Email
- Custom HTML
- Disable Truncation
- Hide Meta Info
- Meta Title
- Meta Description
- OpenGraph Title
- OpenGraph Description
- Skip Notifications
Action
Write
- CommunityRequired
- Course Space
- Section
- LessonRequired
- Member EmailRequired
Action
Write
- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- EmailRequired
Action
Write
- CommunityRequired
- User EmailRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- Member TagRequired
- User EmailRequired
Action
Write
- CommunityRequired
- Member TagRequired
- EmailRequired
Action
Write
- CommunityRequired
- Member IDRequired
- Name
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add Member Tag(s)
- Is Flagged
- Messaging Enabled By Admin
Action
Write
- Member EmailRequired
- Member TagRequired
- CommunityRequired
Action
Search
- Member EmailRequired
- Space GroupRequired
- CommunityRequired
Action
Search

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- 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
- CommunityRequired
Trigger
Polling
Try It
- CommunityRequired
Trigger
Polling
Try It
- CommunityRequired
- EventRequired
Trigger
Polling
Try It
- CommunityRequired
- Space
Trigger
Polling
Try It
- CommunityRequired
- Course Space
- Section
- Lesson
Trigger
Polling
Try It
- CommunityRequired
Trigger
Polling
Try It
- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Polling
Try It
- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Polling
Try It
- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- PostRequired
- Member Email
- Comment BodyRequired
- Skip Notifications?
Action
Write
- CommunityRequired
- Course Space
- SectionRequired
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- CommunityRequired
- SpaceRequired
- NameRequired
- Description
- Custom Slug
- Start DateTimeRequired
- DurationRequired
- Location typeRequired
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Hide Location from Non-attendees
- Disable RSVPs
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
Action
Write
- EmailRequired
- Password
- Name
- CommunityRequired
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add to Space Group(s)
- Add Member Tag(s)
- Skip Invitation Email?
- Is Flagged
- Messaging Enabled By Admin
Action
Write
- CommunityRequired
- Access GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- CommunityRequired
- Member EmailsRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EventRequired
- Name
- body
- Custom Slug
- Start DateTime
- Duration
- Location Type
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Disable RSVPs
- Hide Location from Non-attendees
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
Action
Write
- Community IdRequired
- EmailRequired
Action
Search
- Member EmailRequired
- SpaceRequired
- CommunityRequired
Action
Search

About Circle

A modern community platform for creators.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Similar apps

Related Zap Templates

Create PandaDoc documents for newly added Circle members

Related Zap Templates

Create PandaDoc documents for newly added Circle members

Circle + PandaDoc

Invite new Circle members when PandaDoc documents are completed

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Member Removed

Content Rejected

New Space Created

New Community

New Member Canceled Subscription

New Member Past Due Subscription

New Event Created

New Tagged Member

Member Completed Course

Member Completed Course Section

New Member Added

Quiz Failed

Add Member to Access Group

Add Member to Space

Create Contact

Create Course Section

Create Post

Mark Course Lesson as Completed

Remove Member From Space Group

Remove Member

Send Direct Message

Tag Member

Untag Member

Update Member

Has Member Tag

Is Member of Space Group

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Content Approved

New Access Group

New Comment Posted

New Member Active Subscription

New Member Paid Charge

New Member Refunded Charge

New Event RSVP

New Post

Member Completed Course Lesson

Content Flagged

Quiz Submitted

Quiz Passed

Add Member to Space Group

Create Comment

Create Course Lesson

Create Event

Invite Member

Remove Member From Access Group

Remove Member From Space

RSVP Member to Event

Start a Group Chat

Remove Member From Event

Update Event

Find Member

Is Member of Space

About Circle

Related categories

Similar apps

Zapier Interfaces

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend

Related Zap Templates

Related Zap Templates