Email and PandaDoc integrations
Connect Email and PandaDoc with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Email and PandaDoc to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Build your Email and PandaDoc integrations.
Create custom Email and PandaDoc workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Copies an email or a draft into a selected folder.
Creates a new contact.
Creates a new document.
Creates and adds a new draft to a selected folder.
Deletes a contact.
Deletes a document.
Removes an email or a draft from a selected folder.
Downloads a document in PDF format.
Returns emails that match the specified criteria.
Connect any app with Email and PandaDoc
Popular Email and PandaDoc workflows.
Looking to get more out of Email and PandaDoc? With Make you can visually integrate Email and PandaDoc into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
This template uses this Airtable base and is the second part of this template. If 'accepted' is selected as the Final status in the base, a contract is sent to the candidate, if rejected, an email is sent and the candidate is added to a Mailchimp list.
The template works with the following Airtable base. The scenario is triggered when the 'Final status' field is updated. To achieve that, we created the 'Last modified 2' field of type 'Last modified time' and chose to watch updates in the 'Final status' field only.
Use this template to automatically send a PandaDoc offer letter to accepted job applicants and an Email message to rejected applicants (and add them to Mailchimp as subscribers).
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