Memberstack + PandaDoc

Create PandaDoc documents for every new plan added in Memberstack

Streamline your document creation process with this efficient workflow. Whenever a new Member's plan is added in Memberstack, it leads to the generation of a new document in PandaDoc. This automation not only saves time but also ensures consistent document creation for every new member plan. Enhance your productivity and manage member plans more efficiently with this seamless integration.

When this happens...
Member's Plan Added
Triggers when a plan is added to a member. Memberstack allows member's to have multiple plans, and this trigger fires each time a plan is added to a member.
TriggerInstant
automatically do this!
Create Document
Create a document from a template.
ActionWrite

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Supported triggers and actions

New Member
Triggers when a new member is created.
Trigger
Instant
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Member's Plan Canceled
Triggers when a member's plan is canceled.
Trigger
Instant
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Member's Plan Updated
Triggers when a member's plan is updated. Any time the status of the plan updates or payment period updates (e.g. when a subscription renews, if the billing period is edited in the Stripe dashboard, etc.).
Trigger
Instant
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- MemberRequired
- PlanRequired
Action
Write
- MemberRequired
- Delete Stripe Customer
- Cancel Stripe Subscriptions
Action
Write

- MemberRequired
- Login Redirect
- Metadata
- Verified
- Member JSON
Action
Write
- Source
Trigger
Instant
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- Source
Trigger
Instant
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- 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

Member Deleted
Triggers when a member is deleted.
Trigger
Instant
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Member's Plan Added
Triggers when a plan is added to a member. Memberstack allows member's to have multiple plans, and this trigger fires each time a plan is added to a member.
Trigger
Instant
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Member Updated
Triggers when a member’s email, custom fields, or metadata are updated. Does not fire on password change.
Trigger
Instant
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- Email AddressRequired
- PlanRequired
- Password
- Login Redirect
- Metadata
- Member JSON
Action
Write
- MemberRequired
- PlanRequired
Action
Write
- MemberRequired
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

About Memberstack

Simple Auth & Payments for Webflow Developers.

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Related categories

Developer Tools

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