Connect Outline and PandaDoc integrations
Connect Outline 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 Outline 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.
Triggers when a new document is published.
Creates a new contact.
Creates a new document.
Deletes a contact.
Deletes a document.
Downloads a document in PDF format.
Gets the details of a contact.
Gets the details of a document.
Performs an arbitrary authorized API call.
Updates an existing contact.
Retrieves a list of all contacts.
Searches for documents by given parameters.
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Build your Outline and PandaDoc integrations.
Create custom Outline and PandaDoc workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Allows outdated information to be moved out of sight and restore it later, if needed.
Creates a new contact.
Creates or publishes a new document.
Creates a new document.
Deletes a contact.
Moves a document to the trash. If not restored within 30 days it is permanently deleted.
Deletes a document.
Downloads a document in PDF format.
Gets the details of a contact.
Popular Outline and PandaDoc workflows.
Looking to get more out of Outline and PandaDoc? With Make you can visually integrate Outline and PandaDoc into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create PandaDoc documents from custom webhook data
Automatically generate PandaDoc documents from custom webhook data, streamlining document creation by integrating CustomWebHook with PandaDoc's document generation capabilities.
TRY IT ->Send an offer letter to a candidate or a rejection mail automatically
This template uses this [Airtable base](https://airtable.com/shreyrZhKjcNhvBAu/tblnSFapeaV6Jq9vg/viwEnqdCbaeEob0ZS?blocks=hide) and is the second part of this [template](https://www.Make.com/en/integration/8780-invite-a-suitable-candidate-to-an-interview-or-send-them-a-rejection-email-automatically). 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.
TRY IT ->Send a proposal via PandaDoc from a Manual Trigger in noCRM.io
Every time a manual lead trigger is received from noCRM.io, a new proposal will be instantly sent to the lead via PandaDoc.
TRY IT ->Send a PandaDoc offer letter or rejection Email (+add applicant to Mailchimp) from an updated Airtable record
The template works with the following [Airtable base](https://airtable.com/shruEPIPJZVXf2tAY). 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).
TRY IT ->Send a PandaDoc document when a Keap (Infusionsoft) opportunity stage changes
Every time an Infusionsoft (Keap) opportunity stage changes, Make will automatically create a PandaDoc document from a template and send it.
TRY IT ->Send an email notifying about pending drafts in Outline
This template periodically checks for draft documents in Outline and uses the retrieved information to send a notification email. The template is scheduled to run every day at 8:00 am. You can change the schedule after you set up the template.
TRY IT ->Create a new card in Trello from a new document in Outline
This template periodically checks for new documents in Outline and uses the retrieved information to create new cards in Trello. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create new documents in Outline from new rows in a Google Sheets spreadsheet
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new documents in Outline. The template is using [this sample](https://docs.google.com/spreadsheets/d/1IKgntcOuL-IoVBsooeD86ZtclsZckC6M4TJL1JzAA5g/edit?usp=sharing) Google Sheets spreadsheet as the source of the data. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create new rows in a Google Sheets spreadsheet from new documents in Outline
This template periodically checks for new documents in Outline and uses the retrieved information to add new rows into a Google Sheets spreadsheet. The template is using [this sample](https://docs.google.com/spreadsheets/d/1F7jT1QEuf2FS4gF8Kp7AjObsrUhUxCPYN_xdHGpFoxU/edit?usp=sharing) Google Sheets spreadsheet as the destination for the Outline documents. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->
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