PandaDoc + Pipedrive
Create new PandaDoc documents from filtered Pipedrive persons
This automation kicks in when a person matching a specified filter appears in your Pipedrive app. Once triggered, it creates a corresponding document in PandaDoc, eliminating the need for manual data entry and ensuring your documents are always up-to-date. This streamlined workflow lets you focus more on building relationships and closing deals, and less on paperwork.
This automation kicks in when a person matching a specified filter appears in your Pipedrive app. Once triggered, it creates a corresponding document in PandaDoc, eliminating the need for manual data entry and ensuring your documents are always up-to-date. This streamlined workflow lets you focus more on building relationships and closing deals, and less on paperwork.
- When this happens...
Person Matching FilterTriggers when a person newly matches a Pipedrive filter for the first time.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create DocumentCreate a document from a template.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDocument IDRequired
Attachment NameRequired
AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document NameRequired
TemplateRequired
Send DocumentRequired
Message
Pricing Table Currency
Name
Description
Price
Quantity
Discount
Document Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSource
Document Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.warning
EmailRequired
First name
Last name
Company
Phone
Title
Street Address
City
Postal Code
Country
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First name
Last name
Company
Phone
Job Title
Street Address
City
Postal Code
Country
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Status
Template
Form
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About PandaDoc
Related categories
About Pipedrive
Related categories
Related Zap Templates
- Update Pipedrive deals when new PandaDoc documents are completed
- Update Pipedrive deals when new PandaDoc documents are sent
- Attach PDF of newly-completed PandaDoc documents to Pipedrive deals
- Create PandaDoc documents for updated Pipedrive deal stages
- Create Pipedrive activities for newly paid PandaDoc documents
- Create Pipedrive notes for newly sent PandaDoc documents
- Create Pipedrive activities when PandaDoc documents are completed
- Create PandaDoc api requests from new Pipedrive deals matching filters
- Create Pipedrive activities when new PandaDoc documents are sent
- Update deals in Pipedrive when document status changes in PandaDoc
- Create activities in Pipedrive when document status changes in PandaDoc
- Create new Pipedrive deals when PandaDoc documents are completed
- Create new documents in PandaDoc for every new activity in Pipedrive
- Create new Pipedrive organizations from sent PandaDoc documents
- Generate new PandaDoc documents from matched Pipedrive deals using filters
- Create or update PandaDoc contacts whenever new people are added in Pipedrive
- Update and manage PandaDoc contacts with updated persons in Pipedrive
- Create documents in PandaDoc for updated persons in Pipedrive
- Create PandaDoc documents from updated Pipedrive deals
- Create or update PandaDoc contacts from new Pipedrive deals
- Create new Pipedrive deals when documents are sent in PandaDoc
- Create or update PandaDoc contacts when new persons are added in Pipedrive
- Update deals in Pipedrive when documents get paid in PandaDoc
- Update deals in Pipedrive when new documents are sent in PandaDoc
- Create new Pipedrive deals when PandaDoc document status changes
- Manage labels in Pipedrive when documents are completed in PandaDoc
Related Zap Templates
- Update Pipedrive deals when new PandaDoc documents are completed
- Create PandaDoc documents for updated Pipedrive deal stages
- Create Pipedrive activities when PandaDoc documents are completed
- Update deals in Pipedrive when document status changes in PandaDoc
- Create new documents in PandaDoc for every new activity in Pipedrive
- Update Pipedrive deals when new PandaDoc documents are sent
- Create Pipedrive activities for newly paid PandaDoc documents
- Create PandaDoc api requests from new Pipedrive deals matching filters
- Create activities in Pipedrive when document status changes in PandaDoc
- Create new Pipedrive organizations from sent PandaDoc documents
- Attach PDF of newly-completed PandaDoc documents to Pipedrive deals
- Create Pipedrive notes for newly sent PandaDoc documents
- Create Pipedrive activities when new PandaDoc documents are sent
- Create new Pipedrive deals when PandaDoc documents are completed
- Generate new PandaDoc documents from matched Pipedrive deals using filters