Track sent PandaDocs in Google Sheets
How this automation works
When a document is completed in PandaDoc, this applet automatically creates a new customer in Wave. It helps you seamlessly transfer client data from signed agreements to your accounting system for accurate records and quick invoicing. Perfect for businesses that want to streamline client onboarding and financial tracking.
If
Trigger ingredients
Name
ID
Status
TemplateName
CreatedByFirstName
CreatedByLastName
SentByFirstName
SentByLastName
CreatedByEmail
SentByEmail
DocumentUrl
DateCompleted
DateCreated
DateSent
RefNumber
ExpirationDate
Version
Then
Action fields
business_id
name
display_id
currency
first_name
last_name
email
phone
mobile
toll_free
fax
website
internal_notes
address_line1
address_line2
city
province_code
country_code
postal_code
shipping_name
shipping_phone
shipping_instructions
shipping_address_line1
shipping_address_line2
shipping_city
shipping_province_code
shipping_country_code
shipping_postal_code
You might also like...
View more Applets
Related services
Create your own Wave 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.
8 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.
New customer
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 new customer is added to a business you choose.
New invoice
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 new invoice is created.
Find a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns an existing customer.
Find or create a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a customer matching the given email.
Create customer
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 create a customer in a business you choose.
Create customer
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 create a customer in a business you choose.
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.
Find a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns an existing customer.
Find or create a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a customer matching the given email.
New customer
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 new customer is added to a business you choose.
New invoice
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 new invoice is created.
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 Wave and PandaDoc
About Wave
Wave is the all-in-one financial management solution for small business and freelancers around the world. Create beautiful invoices, accept online payments, and make accounting easy—all in one place—with Wave’s suite of money tools.
Wave is the all-in-one financial management solution for small business and freelancers around the world. Create beautiful invoices, accept online payments, and make accounting easy—all in one place—with Wave’s suite of money tools.
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.