PandaDoc integrations
Connect PandaDoc with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like 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 PandaDoc integrations.
Create custom PandaDoc workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
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.
Retrieves a list of all contacts.
Performs an arbitrary authorized API call.
Popular PandaDoc workflows.
Looking to get more out of PandaDoc? With Make you can visually integrate PandaDoc into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
This template will create and send PandaDoc documents according to PandaDoc templates with tokens (e.g. name, email, company) specified in a Google Sheets spreadsheet. The spreadsheet is updated afterward to indicate which documents have been sent. There are several routes that represent different PandaDoc templates (types of documents).
You have to create PandaDoc templates beforehand with your own tokens. The template uses this Google Sheets spreadsheet.
If there is a new completed PandaDoc document, Make will automatically update a Google Sheets spreadsheet.
You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs every 60 minutes, only documents modified in that time span should pass the filter. The template uses this spreadsheet and can be used as an extension to this Make template.
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).
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make
Trusted by 500,000+ Makers
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
