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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Attio and PandaDoc together. Build enterprise-grade automation in minutes.

Our most popular template

"create or update Attio entries when new PandaDoc documents get completed"
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PandaDoc + Attio

"create or update Attio entries when new PandaDoc documents get completed"

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PandaDoc + Attio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Attio with PandaDoc - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List Entry Created" from Attio.

Add your action

An action happens after the trigger—such as "Create Attachment" in PandaDoc.

You’re connected!

Zapier seamlessly connects Attio and PandaDoc, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- Object
  Required
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Object
  Required
Action
Write

- Object
  Required
- Parent record ID
  Required
- Note title
  Required
- Note content
  Required
- Note format
  Required
- Created at
Action
Write
- Storage provider
  Required
- Record type
  Required
- Record ID
  Required
- Folder ID
  Required
- Drive ID
Action
Write

- List
  Required
- Entry ID
  Required
Action
Write
- Object
  Required
- Record ID
  Required
Action
Write
- List
  Required
Action
Search
- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

- List
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write
- List
  Required
Action
Write
- Object
  Required
Action
Write
- Content
  Required
- Deadline
- Assignees
Action
Write
- List
  Required
- Entry ID
  Required
Action
Write
- Task ID
  Required
- Deadline
- Is Completed
- Assignees
Action
Write
- Object
  Required
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Attio and PandaDoc

Streamline client onboarding

When a new document is completed in PandaDoc, Zapier automatically creates a new record in Attio. This ensures all client information is immediately stored in the CRM, improving organization and reducing manual data entry.

Business Owner

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Keep CRM updated with document status

When a document status changes in PandaDoc, such as moving to "Sent" or "Completed," Zapier updates the corresponding record in Attio. This helps maintain accurate sales tracking, reduces manual updates, and enhances pipeline visibility.

Sales Ops

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Learn how to automate PandaDoc on the Zapier blog

Make work flow with AI

Level up your Attio to PandaDoc integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Attio + PandaDoc integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Attio and PandaDoc

What is Attio and PandaDoc integration?

Our integration connects Attio with PandaDoc, allowing you to automate workflows between client relationship management and document creation. This connection can be configured using specific triggers and actions available on our platform.

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn moreLearn moreHelpHelp

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 moreLearn moreHelpHelp

Related categories

Documents

Similar apps

Formstack Documents

Documents

Quip

Documents

DocSend

Ads & Conversion

Connect Attio and PandaDoc to power AI-driven automation

Launch your first automated workflow

"create or update Attio entries when new PandaDoc documents get completed"

"create or update Attio entries when new PandaDoc documents get completed"

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Attio and PandaDoc

Streamline client onboarding

Keep CRM updated with document status

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Make work flow with AI

Frequently Asked Questions about Attio + PandaDoc integrations

Connect Attio to PandaDoc on the world's largest no-code automation platform