Memberstack + PandaDoc
Update members in Memberstack and create corresponding documents in PandaDoc
Enhance your efficiency with this workflow. As soon as member details are revised in Memberstack, a fresh document is swiftly prepared in PandaDoc. This automation keeps your paperwork up-to-date with the latest member information, reducing manual effort and accelerating your document generation process - an efficient way to maintain consistency across your platforms.
Enhance your efficiency with this workflow. As soon as member details are revised in Memberstack, a fresh document is swiftly prepared in PandaDoc. This automation keeps your paperwork up-to-date with the latest member information, reducing manual effort and accelerating your document generation process - an efficient way to maintain consistency across your platforms.
- When this happens...Member Updated
Triggers when a member’s email, custom fields, or metadata are updated. Does not fire on password change.
- automatically do this!Create Document
Create a document from a template.
- Free forever for core features
- 14 day trial for premium features & apps
New Member
Triggers when a new member is created.
Try ItMember's Plan Canceled
Triggers when a member's plan is canceled.
Try ItMember's Plan Updated
Triggers when a member's plan is updated. Any time the status of the plan updates or payment period updates (e.g. when a subscription renews, if the billing period is edited in the Stripe dashboard, etc.).
Try ItMemberRequired
PlanRequired
Member Deleted
Triggers when a member is deleted.
Try ItMember's Plan Added
Triggers when a plan is added to a member. Memberstack allows member's to have multiple plans, and this trigger fires each time a plan is added to a member.
Try ItMember Updated
Triggers when a member’s email, custom fields, or metadata are updated. Does not fire on password change.
Try ItEmail AddressRequired
PlanRequired
Password
Login Redirect
Metadata
Member JSON
