Let someone know you're heading home
How this automation works
Automatically send yourself or your team an email via Gmail whenever a new PandaDoc is sent, ensuring you never lose track of important client
If
Document sent
Trigger ingredients
Name
ID
Status
TemplateName
CreatedByFirstName
CreatedByLastName
SentByFirstName
SentByLastName
CreatedByEmail
SentByEmail
DocumentUrl
DateCompleted
DateCreated
DateSent
RefNumber
ExpirationDate
Version
Then
Send an email
Action fields
to
cc
bcc
subject
body
attachment_url
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Create your own Gmail and PandaDoc workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
5 triggers, queries, and actions
Document completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document is completed.
Document sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document is sent.
Document status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document status changes to the selected state.
Send an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send an email to up to twenty recipients from your Gmail account.
Send yourself an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send yourself an email. HTML, images and links are supported.
Document completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document is completed.
Document sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document is sent.
Document status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document status changes to the selected state.
Send an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send an email to up to twenty recipients from your Gmail account.
Send yourself an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send yourself an email. HTML, images and links are supported.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Gmail and PandaDoc
About Gmail
Connect Gmail to send emails to yourself and others.
Connect Gmail to send emails to yourself and others.
About PandaDoc
PandaDoc is an all-in-one document automation and e-signature platform that simplifies the creation, management, and signing of business documents. Connect PandaDoc to IFTTT to automate document tracking, trigger follow-ups based on recipient activity, or sync signed documents with your other business tools.
PandaDoc is an all-in-one document automation and e-signature platform that simplifies the creation, management, and signing of business documents. Connect PandaDoc to IFTTT to automate document tracking, trigger follow-ups based on recipient activity, or sync signed documents with your other business tools.