PandaDoc + Podio

Create new documents in PandaDoc for every new action in Podio

With this streamlined workflow, once a new action takes place within the Podio app, a document is immediately generated in the PandaDoc app. This automation makes it easier to track actions and maintain up-to-date files without manually transferring information. Suitable for professionals wanting an efficient management system, it saves time and reduces the likelihood of errors, allowing you to focus on task execution.

When this happens...
New Action
Triggers when an action happens inside an app which you choose.
TriggerInstant
automatically do this!
Create Document
Create a document from a template.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- WorkspaceRequired
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Polling
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New Organization
Triggers when you add a new organization.
Trigger
Polling
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- Organization
- Workspace
- Application
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
- Search Field ValueRequired
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- 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

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
- Include Image Attachments
Trigger
Instant
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
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- Attach ToRequired
- FileRequired
- Silent
Action
Write
- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write
- Source
Trigger
Instant
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- 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

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

Related categories

Documents

Similar apps

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn more