Glide + PandaDoc

Update rows in Glide when new documents are completed in PandaDoc

Keep your documents in order without missing a beat. With this workflow, once a document is completed within PandaDoc, the corresponding row in Glide gets updated promptly. This automation reduces manual data entry and ensures that your digital document system stays aligned with your Glide database, making document handling more streamlined and efficient.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Edit Row
Change column values in an existing row
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
Add Row
Adds a row to a table
Action
Write

- Row IDRequired
Action
Write
- Internal Column Names
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
- Row IDRequired
Action
Write
- Row IDRequired
- Internal Column Names
Action
Search

About Glide

Glide gives you the powers of a developer and a designer. Create remarkable tools to solve the business problems you thought you never could.

Related categories

App Builder

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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