PandaDoc + Resource Guru

Create new Resource Guru projects from completed PandaDoc documents

Boost your productivity by streamlining your project management process. With this setup, each time a document is completed in PandaDoc, a new project will be created in Resource Guru instantly. This automation not only saves time but also ensures your projects in Resource Guru are always updated in real-time with the completed documents from PandaDoc.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- 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
- New, Updated or BothRequired
Trigger
Instant
Try It

- New, Updated or BothRequired
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- NameRequired
- Notes
- Color
Action
Write
- Resource TypeRequired
Action
Write
- BookingRequired
- Booker
- Resource
- Client
- Allow Waiting
- Details
- Specific Time or Hours Per Day
Action
Write
- ProjectRequired
- Project Code
- Name
- Associated Client
- Notes
- Color
Action
Write
- Time Off EventRequired
- Resource
- Booker
- Event Type
- From
- To
- Timezone
- Details
Action
Write

- 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
- New, Updated or BothRequired
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- Booker
- ResourceRequired
- Client
- Project
- Allow Waiting
- Details
- Specific Time or Hours Per DayRequired
Action
Write
- NameRequired
- Project Code
- Associated Client
- Notes
- Color
Action
Write
- ResourceRequired
- BookerRequired
- Event TypeRequired
- FromRequired
- ToRequired
- Timezone
- Details
Action
Write
- ClientRequired
- Name
- Notes
- Color
Action
Write
- ResourceRequired
Action
Write

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