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PandaDoc

PandaDoc integrations

Connecting PandaDoc on Make
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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.

Categories
E-Signatures
Files & Documents

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.

PandaDoc
Create a Contact

Creates a new contact.

Action
PandaDoc
Create a Document

Creates a new document.

Action
PandaDoc
Delete a Contact

Deletes a contact.

Action
PandaDoc
Delete a Document

Deletes a document.

Action
PandaDoc
Download a Document

Downloads a document in PDF format.

Action
PandaDoc
Get a Contact

Gets the details of a contact.

Action
PandaDoc
Get a Document

Gets the details of a document.

Action
PandaDoc
List Contacts

Retrieves a list of all contacts.

Search
PandaDoc
Make an API Call

Performs an arbitrary authorized API call.

Action

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.

Airtable
Flow Control
PandaDoc
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. 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).

Airtable
Flow Control
PandaDoc
Send an offer letter to a candidate or a rejection mail automatically

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.

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