Send Gmail alert when a document status changes to Declined
Other popular PandaDoc workflows and automations
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Notify Slack when a PandaDoc is completed
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Log PandaDoc completions in Wave for accounting
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Alert sales team in Slack when a document is viewed but not signed
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Log signed documents in Google Sheets
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Email HR when an employee onboarding doc is signed
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Save completed PandaDocs to Google Docs
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Record approved agreements in Google Sheets for CRM-style tracking
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Create a QuickBooks entry when a contract is signed
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Create your own PandaDoc and SMS 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.
6 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 IFTTT an SMS tagged
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.
Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).
Send IFTTT any SMS
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 every time you send any SMS to your IFTTT phone number.
Send me an SMS
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 SMS to your mobile phone.
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 IFTTT an SMS tagged
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.
Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).
Send IFTTT any SMS
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 every time you send any SMS to your IFTTT phone number.
Send me an SMS
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 SMS to your mobile phone.
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!
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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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 SMS
Get important notifications on your phone via SMS. This service has a cap of 100 SMS messages per month for users in the US and Canada and 10 per month for those outside of North America. To avoid having Applets paused until the next month if you hit the limit, try the Notifications service. Some carriers outside of the US are not supported yet (learn more here). Please note: Messages sent must adhere to IFTTT's message guidelines.
Get important notifications on your phone via SMS. This service has a cap of 100 SMS messages per month for users in the US and Canada and 10 per month for those outside of North America. To avoid having Applets paused until the next month if you hit the limit, try the Notifications service. Some carriers outside of the US are not supported yet (learn more here). Please note: Messages sent must adhere to IFTTT's message guidelines.