Zapier
Availability: PandaDoc - Business and Enterprise plans, Zapier - all plans
Don’t see the integration you need? We created our own Zapier app so that you can connect your other systems to PandaDoc and automate your workflows even more.
Zapier helps you automate your business by connecting your web applications with triggers and actions. This way, you can set up a Zap that says “If PandaDoc does this, make X do that.” Or, “If X does this, make PandaDoc do that.”
You can also refer to the Zapier guide on using PandaDoc here.
Skip to:
Connect PandaDoc with Zapier
- Go to PandaDoc Settings > Integrations. Find Zapier and click on it.
Then click “Connect Zapier” and choose one of the zap templates you want to use. Click “Use this zap”, and then you’ll be redirected to Zapier to connect your account and create a test zap.
- If you don’t find a zap template that fits your needs, click here, find and add PandaDoc, authorize the connection and create your own zap.
Note, In case you have access to our previous versions of the app, make sure you choose “PandaDoc” as your app, not “PandaDoc (legacy)”. This is our old deprecated integration.
How to Create a New Zap with PandaDoc
- Click “Make a Zap”
- Name your Zap
- Choose your Trigger App.
- Choose your Trigger Event and follow the prompts to connect your accounts.
- Choose your Action App. Then choose your action.
Here is a full list of triggers supported by PandaDoc:
- Document Sent
Triggers when a document is sent. You can optionally filter to a specific template. - Document Completed
Triggers when a document is completed by all participants. You can optionally filter to a specific template. - Document Paid
Triggers when a document has been paid via Stripe -or- manual status change. You can optionally filter to a specific template. - Document Status Changed
Triggers when a document status changes to Draft, For Approval, Rejected, Approved, Sent, Viewed, Completed, Declined, Waiting for payment, Paid, or Expired.
PandaDoc supports two actions:
Create Document
Allows for document to be created from a PandaDoc template. You can optionally send a document (message can be provided for email). Supports Roles, CC Recipients, Tokens, Fields, and Pricing tables. New PDF documents cannot be uploaded. However, uploaded PDFs saved as PandaDoc templates can be used.
Warning:
taxes are not supported through Zapier.
Create Contact
Allows for a bulk contacts import from a Google Sheet. See more here.
How to use Zapier with Forms
Note:
This feature is currently in beta. We’ll announce when we officially launch this feature.- Click “Make a Zap”
- Name your Zap
- Choose PandaDoc 2.0.0 as your Trigger App
- Choose your trigger event from among “Document Sent,” “Document Completed,” “Document Paid,” and “Document Status Changed.” Then, follow the prompts to connect your accounts.
- Choose Form as a source.
- (Optional) Select a form you’ll apply this Zap to.
- Choose your action app, then choose your action.
Warning:
PandaDoc Forms do not support approval workflow. If you choose “Document Status Changed” as a trigger, a document in one of the following status types will not work: To approve, Approved, and Rejected.
Draft status will only work as a “Document Status Changed” trigger when a document that is Sent, Viewed, Completed, Waiting for Payment, Paid, Declined or Expired is being edited.
Zapier Public Templates
How to Use a Zapier Template
- Choose your Zap (either in Zapier or in PandaDoc);
- Click “Use This Zap”.
Zapier will guide you through each step in the setup. Just click the blue buttons to verify your triggers and actions, and connect your accounts.
Here is a full list of our Zapier templates:
Troubleshooting
Zapier can't find my sample doc. Why?
Make sure your sample doc has recently gone through the trigger events you selected. If Zapier can’t find one, try making a new one.
My data won’t populate in my PandaDoc pricing table. Why?
PandaDoc actions support only 1 pricing table (Zapier limitation), when passing data from your Trigger app to your PandaDoc Action. We can pass data only to Pricing Table #1 (the first pricing table added in your template/document). If it doesn’t exist (or was deleted), the system won’t insert line items into the next pricing table.
Solution: To avoid losing your hard work, save your pricing tables in the content library. Then, delete all pricing tables in your template and re-add them. This will re-set the count. Then, test it again in Zapier.
If you're using Editor 2.0 template, you would need to change the Pricing table name to PricingTable1 (without spaces) to make your data populate.
Connecting multiple workspaces to Zapier
I connected Zapier to one of my workspaces, but I can’t find the template I need. Why?
Reason: If you have several workspaces, your template/document might exist in a workspace that you did not connect to Zapier.
Solution: On the 3rd step “Connect PandaDoc + Zapier”, connect your correct workspace to Zapier. Here’s how: Log in to PandaDoc, and switch workspaces to the one you’d like to connect. Then, go to Zapier and connect the account to create a new user.
Why can’t I see my token/field/pricing tables in my trigger?
It’s possible you did not select a template for your trigger. Please select a template to get your template specific data.
Why can't I find all of my fields in my data?
Fields get created in PandaDoc with generic names like “textfield” or “date”. So all text fields or date fields will have the same name unless they are changed. After Zapier is enabled, go to PandaDoc and rename the fields on your template so you can recognize and map them correctly.
Why isn't my role showing up?
If you’d like to select your signer, then you should look for the signature field “Assigned__to” email. NOT “recipients”.
I don’t see the same triggers available for my zap. What’s wrong?
You may be using an outdated version of our Zap. Look for the app simply called “PandaDoc”, and don’t use any that have a version number behind it.