Microsoft Teams + PandaDoc

Notify Microsoft Teams with a message when new PandaDoc documents are paid

Streamline your document payment process with this workflow. Once a document gets marked as paid in PandaDoc, it will swiftly fire off a chat message in your Microsoft Teams. With this seamless automation, your whole team stays well-informed in real time, helping enhance your payment tracking efficiency.

Streamline your document payment process with this workflow. Once a document gets marked as paid in PandaDoc, it will swiftly fire off a chat message in your Microsoft Teams. With this seamless automation, your whole team stays well-informed in real time, helping enhance your payment tracking efficiency.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message to an existing chat.

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    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
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn more

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  • Microsoft
  • Team Chat

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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

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  • Documents

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