![]() ![]() This will then go to Airtable, find the record and change the Status to 'Closed-Won' once the contract is signed.īack in Airtable add another view called 'Closed-Won' with the filter where Status is 'Closed-Won'. Now open the Update Record Action and you should see the ID passed through to the Custom Value for Record ID field.įind the Sales Stage field and type 'Closed-Won'. In the 'Search by Value' field, find the field that contains the company name from the previous PandaDoc step. Zapier lets you send info between Airtable and Google Sheets and PandaDoc automaticallyno code required. We recommend setting up a template because you will be able to specify what data to send to Xero later. Under Customize document, select the template that you are using to create documents. Now click the button 'Add Search Step' then 'Ok Add It. How to connect Airtable + Google Sheets + PandaDoc. In the trigger settings, find PandaDoc and select the Document completed event. With 5,000+ supported apps, the possibilities are endless. Connect Airtable and connect the Base and Table. Zapier lets you send info between PandaDoc and Airtable automaticallyno code required. Now add Airtable as the next step in the Zap, choose Update Record. Open Zapier back up and in a couple of seconds you should see the data picked up. If you sent the document to yourself in the previous step, follow the link and sign the document. Next let's create another Zap to watch for when the contract is signed. Check the document has been created and sent in PandaDoc. Map both fields from your client Airtable record. They will look like, 'Field: Contact Name' + 'Field: Company Name' for instance. ![]() Next scroll and find the field we created in PandaDoc. Add email where the contract should be sent. Add a message which will be sent to the client along with the Document. With Zapier, you can do more than just connect your apps - you can automate entire processes. Zapier lets you send info between automaticallyno code required. Select the Template we created in the previous step. Do even more with Airtable + PandaDoc + Webhooks by Zapier. View our library of integrations and learn how to properly automate your workflows directly into. Zapier is a third-party service that connects Airtable to many other apps and services, including Shopify, MailChimp, Calendly, Jotform, Hubspot, and more. Customise the Document with a Name, use the Client name from the previous step e.g. Instantly integrate and connect your apps with Airtable. Connect your PandaDoc account and press continue. Search and find PandaDoc and select Create Document. Once Zapier gets that data through let's add the PandaDoc Action. Zapier lets you send info between PandaDoc and Xero and Airtable automaticallyno code required. Open Airtable and change a deal status to Contract. How to connect PandaDoc + Xero + Airtable. Connect your Airtable account, Base and Table. ![]()
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