Formatter by Zapier + PandaDoc

Transform completed PandaDoc documents into texts with Formatter by Zapier

Effortlessly manage your completed documents in PandaDoc with this seamless workflow. Once a document is marked as completed in PandaDoc, this automation will utilize Formatter by Zapier to perform a Text action on the document. Save time and enhance your document organization by implementing this convenient process.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
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
- TransformRequired
Action
Write

- TransformRequired
Action
Write

- 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
- TransformRequired
Action
Write
- TransformRequired
Action
Write

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

Related categories

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

Formatter by Zapier + PandaDoc

Transform completed PandaDoc documents into texts with Formatter by Zapier

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Date / Time

Text

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Numbers

Utilities

About Formatter by Zapier

Related categories

About PandaDoc

Related categories

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