PandaDoc + Thinkific

Enroll users in Thinkific courses when new PandaDoc documents are completed

Effortlessly enroll new users in your Thinkific courses once their PandaDoc documents are completed with this seamless workflow. When a document is marked as completed in PandaDoc, this automation instantly enrolls the user in a specified Thinkific course. Save time and streamline your onboarding process, ensuring a smooth experience for your users and staying organized with your course enrollments.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Enroll User
Creates or finds a user in your Thinkific site, and enrolls them in a course or bundle. Available on our Grow plan and above.
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
- Course Name
Trigger
Instant
Try It

- Course Name
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Products
- First NameRequired
- Last NameRequired
- EmailRequired
- Expiry Date
- Password
- Company
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
- CourseRequired
- Lesson
Trigger
Instant
Try It
- Course Name
Trigger
Instant
Try It
- Product Name
Trigger
Instant
Try It
- Product Name
Trigger
Instant
Try It
- ProductsRequired
- EmailRequired
- Unenrollment Date
Action
Write
- Email
- Id
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 Thinkific

The all-in-one platform to create, market & sell your online courses. Deliver beautiful courses on your own site, with no technical or design experience required!

Learn more

Related categories

Online Courses

PandaDoc + Thinkific

Enroll users in Thinkific courses when new PandaDoc documents are completed

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Course Completed

New Free Preview Enrollment

New Lead

New User

Enroll User

API Request (Beta)

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Lesson Completed

New Full Enrollment

New Order

Subscription Cancelled

Unenroll User

Search Users

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend

About Thinkific

Related categories

Related Zap Templates

Related Zap Templates