Alert sales team in Slack when a document is viewed but not signed
Other popular PandaDoc workflows and automations
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Email HR when an employee onboarding doc is signed
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Create a new Google Sheet entry when a document is declined
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Create a QuickBooks entry when a contract is signed
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Save completed PandaDocs to Google Docs
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Send Gmail alert when a document status changes to Declined
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Notify Slack when a PandaDoc is completed
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Create a subscription in Stripe when a contract is signed
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Log signed documents in Google Sheets
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Create your own PandaDoc and PG&E 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.
3 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.
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.
GET STARTED
How to connect to a PandaDoc automation
Find an automation using PandaDoc
Find an automation to connect to, or create your own!Connect IFTTT to your PandaDoc account
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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More on PandaDoc and PG&E
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.
About PG&E
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Not a Smart AC customer? Learn more about SmartAC here.
For PG&E’s SmartAC customers, sign up for notifications on SmartAC Event Days. Not a Smart AC customer? Learn more about SmartAC here.