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PandaDoc
Airtable

Connect PandaDoc and Airtable

Explore ready-made PandaDoc and Airtable templates and start automating in minutes.

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Create a custom workflow

Integrate PandaDoc with Airtable and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

PandaDoc
Trigger: Watch Documents
Airtable
Action: Select an action
1. Select a trigger

  • Triggers when a document event occurs according to the event parameter.

2. Select an action

  • Deletes multiple records.

  • Creates a new base.

  • Creates a new comment.

  • Creates a new field in an existing table.

  • Creates a new record in Airtable.

  • Creates a record with mapped fields.

  • Creates a new table.

  • Deletes an existing comment. This action cannot be undone.

  • Deletes a record by its ID.

  • Retrieves a single record by its ID.

  • Returns the base schema.

  • Performs an arbitrary authorized API call.

  • Updates an existing comment.

  • Updates the name and/or description of a field.

  • Updates a record by its ID.

  • Updates a record with mapped fields.

  • Updates the name, description, and/or date dependency settings of a table.

  • Uploads an attachment into an attachment field. Only allows files up to 5 MB.

  • Creates new or updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PandaDoc and Airtable.

Bulk create records (advanced)
Сreates multiple records.
Search
Bulk delete records (advanced)
Deletes multiple records.
Action
Bulk update records (advanced)
Updates multiple existing records.
Search
Bulk upsert records (advanced)
Upserts multiple records.
Search
Create a base
Creates a new base.
Action
Create a comment
Creates a new comment.
Action
Create a Contact
Creates a new contact.
Action
Create a Document
Creates a new document.
Action
Create a Document from a File
Creates a document from a file.
Action
Load more

Popular PandaDoc and Airtable workflows

Connect PandaDoc and Airtable with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

Built-in Apps

Create an Airtable record from a completed PandaDoc document

This template allows you to save the information from completed PandaDoc documents as Airtable records. 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 once a day, only documents modified in the last 24 hours should pass the filter.

Create an Airtable record from a completed PandaDoc document
Use template
App Families

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).

Send a PandaDoc offer letter or rejection Email (+add applicant to Mailchimp) from an updated Airtable record
Use template
App Families

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.

Send an offer letter to a candidate or a rejection mail automatically
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.