PandaDoc + Streamtime

Create new Streamtime jobs from completed PandaDoc documents

Ensure your project management stays up-to-date with this streamlined workflow. When a document is completed in PandaDoc, a new job is promptly created in Streamtime, ensuring your team can immediately start working on the next step without the need for manual data entry. This leads to a more efficient process, saves time, and helps your team stay focused on tasks at hand.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Create Job
Creates a new Job in the system.
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
Company Updated
Triggers when a Company is modified.
Trigger
Instant
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Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
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Invoice Sent
Triggers when an Invoice is sent to a client.
Trigger
Instant
Try It
Job Created
Triggers when a Job is created.
Trigger
Instant
Try It
- Activity Type
- User
- Company
- Job Name
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Approved
Triggers when a Quote gets approved.
Trigger
Instant
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- NameRequired
- Phone 1
- Phone 2
- Tax Number
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job NameRequired
- Job Number
- Company NameRequired
- Budget
Action
Write
- Job IDRequired
- Expense NameRequired
- Description
- Reference
- Company
- Date
- Pricing MethodRequired
- StatusRequired
- Currency Code
- QuantityRequired
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- NotesRequired
- Date
- Duration (minutes)
- StatusRequired
Action
Write
- Label TypeRequired
- IDRequired
- NameRequired
Action
Write
- Priority Board IDRequired
- ColumnRequired
- Card TypeRequired
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- Email
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
Company Created
Triggers when a Company is created
Trigger
Instant
Try It
Contact Created
Triggers when a Contact is created
Trigger
Instant
Try It
- User
Trigger
Instant
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Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
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- Mentioned User
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Sent
Triggers when a Quote is sent to a client.
Trigger
Instant
Try It
- CompanyRequired
- First NameRequired
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job IDRequired
- Post TitleRequired
- MessageRequired
Action
Write
- Board NameRequired
Action
Write
- Job IDRequired
- MessageRequired
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- StatusRequired
- Job IDRequired
- Item Name
Action
Write
- Job IDRequired
- Company NameRequired
- New Job NameRequired
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?Required
Action
Write
- Priority Board NameRequired
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
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

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About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

Learn more

Related categories

Project Management

PandaDoc + Streamtime

Create new Streamtime jobs from completed PandaDoc documents

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Company Updated

Contact Updated

Invoice Sent

Job Created

Job Activity

Label Added

Quote Approved

Create Company

Create Job

Create Expense

Create Personal ToDo

Add Label

Create Priority Board Card

Find Branch

Find Company

Find Invoice

Find Expense

Find User

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Company Created

Contact Created

Job Completed

Job Deleted

Job Comment Created

Label Removed

Quote Sent

Create Contact

Create Job Post

Create Priority Board

Create Job Comment

Create Work ToDo

Duplicate Job

Find Priority Board

Find Contact

Find Job

Find Quote

About PandaDoc

Related categories

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About Streamtime

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