Alert sales team in Slack when a document is viewed but not signed
Other popular PandaDoc workflows and automations
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Create a QuickBooks entry when a contract is signed
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Create a new Google Sheet entry when a document is declined
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Record approved agreements in Google Sheets for CRM-style tracking
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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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Log PandaDoc completions in Wave for accounting
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Create a subscription in Stripe when a contract is signed
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Send Gmail alert when a document status changes to Declined
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Create your own PandaDoc and WeBeHome - Security and Smart Home 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.
Opened
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.
Triggers when the selected sensor is opened
Copenhagen Blind
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 move and tilt a Copenhagen Blind
Dim
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.
Dim a dimmer
Start Scenario Action Set
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.
Start a Scenario Action Set. Define in WeBeHome what it should do.
Switch
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.
Turn on/off a switch
Copenhagen Blind
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 move and tilt a Copenhagen Blind
Dim
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.
Dim a dimmer
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.
Opened
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.
Triggers when the selected sensor is opened
Start Scenario Action Set
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.
Start a Scenario Action Set. Define in WeBeHome what it should do.
Switch
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.
Turn on/off a switch
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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Connect to more Applets
Connect up to 20 automations with Pro, and unlimited automations with Pro+ -
Add multiple actions with exclusive services
Add real-time data and multiple actions for smarter automations -
Get access to faster speeds
Get faster updates and more actions with higher rate limits and quicker checks
More on PandaDoc and WeBeHome - Security and Smart Home
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 WeBeHome - Security and Smart Home
Interaction with our Security and Smart Home service. To manage your Alarm and control your Copenhagen Blinds, lightning, shades and much more.
Interaction with our Security and Smart Home service. To manage your Alarm and control your Copenhagen Blinds, lightning, shades and much more.