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Choose a Trigger

Choose an Action

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Quickly connect PandaDoc to Payfunnels with a Zapier template.

Our most popular template

Create PandaDoc documents for successful Payfunnels payments
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Payfunnels + PandaDoc

Create PandaDoc documents for successful Payfunnels payments

Details

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Payfunnels + PandaDoc

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

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Zapier makes it easy to integrate PandaDoc with Payfunnels - 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 "Document Completed" from PandaDoc.

Add your action

An action happens after the trigger—such as "Cancel a Subscription" in Payfunnels.

You’re connected!

Zapier seamlessly connects PandaDoc and Payfunnels, 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.

- 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
First Recurring Payment
Triggers when the First payment of recurring subscription is successfully paid.
Trigger
Instant
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Invoice Deleted
Triggers when invoice deleted.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Payment Successful
Triggers when a payment succeeded.
Trigger
Instant
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- Id
  Required
- Amount
  Required
- Reason
  Required
Action
Write
- Page
- Limit
- Email
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
Invoice Created
Triggers when invoice Created.
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated.
Trigger
Instant
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Payment Failed
Triggers when payment failed.
Trigger
Instant
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- Id
  Required
- Cancellation Option
  Required
- Cancel Date
Action
Write
- Page
- Limit
- Email
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

Connect PandaDoc and Payfunnels to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate PandaDoc on the Zapier blog

Make work flow with AI

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

Learn about AI automation

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

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Documents

Quip

Documents

DocSend

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About Payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

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

Explore PandaDoc + Payfunnels Integrations

activecampaign

Explore PandaDoc + Payfunnels Integrations

activecampaign

Connect PandaDoc and Payfunnels to unlock the power of automation

Set up your first integration

Create PandaDoc documents for successful Payfunnels payments

Create PandaDoc documents for successful Payfunnels payments

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

Connect PandaDoc and Payfunnels to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Make work flow with AI

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

Explore PandaDoc + Payfunnels Integrations

Explore PandaDoc + Payfunnels Integrations