Document sent

This trigger fires when a document is sent.

Developer info

API endpoint slug: pandadoc.document_sent

Trigger fields

Source filter Nested dropdown list

Label: Source Filter
Helper text: To apply this trigger to only documents from a specific source, select a template or form. "Any" will trigger for all documents.
Slug: source_filter
Required: true
Can have default value: false

Ingredients

Name

Slug: name
Filter code: Pandadoc.documentSent.Name
Type: String
Example: Sales Contract Q4 2024

Id

Slug: id
Filter code: Pandadoc.documentSent.ID
Type: String
Example: BhVzRcxH9Z2LgfPPGXFUqa

Status

Slug: status
Filter code: Pandadoc.documentSent.Status
Type: String
Example: sent

Template name

Slug: template_name
Filter code: Pandadoc.documentSent.TemplateName
Type: String
Example: Sales Contract Template

Created by first name

Slug: created_by_first_name
Filter code: Pandadoc.documentSent.CreatedByFirstName
Type: String
Example: Sarah

Created by last name

Slug: created_by_last_name
Filter code: Pandadoc.documentSent.CreatedByLastName
Type: String
Example: Johnson

Sent by first name

Slug: sent_by_first_name
Filter code: Pandadoc.documentSent.SentByFirstName
Type: String
Example: Sarah

Sent by last name

Slug: sent_by_last_name
Filter code: Pandadoc.documentSent.SentByLastName
Type: String
Example: Johnson

Created by email

Slug: created_by_email
Filter code: Pandadoc.documentSent.CreatedByEmail
Type: String
Example: sarah.johnson@company.com

Sent by email

Slug: sent_by_email
Filter code: Pandadoc.documentSent.SentByEmail
Type: String
Example: sarah.johnson@company.com

Document url

Slug: document_url
Filter code: Pandadoc.documentSent.DocumentUrl
Type: Web URL
Example: https://app.pandadoc.com/s/BhVzRcxH9Z2LgfPPGXFUqa

Date completed

Slug: date_completed
Filter code: Pandadoc.documentSent.DateCompleted
Type: Date with time (ISO8601)
Example: 2020-07-08T04:17:06+05:00

Date created

Slug: date_created
Filter code: Pandadoc.documentSent.DateCreated
Type: Date with time (ISO8601)
Example: 2020-07-08T04:17:06+05:00

Date sent

Slug: date_sent
Filter code: Pandadoc.documentSent.DateSent
Type: Date with time (ISO8601)
Example: 2020-07-08T04:17:06+05:00

Ref number

Slug: ref_number
Filter code: Pandadoc.documentSent.RefNumber
Type: String
Example: REF-2024-001

Expiration date

Slug: expiration_date
Filter code: Pandadoc.documentSent.ExpirationDate
Type: Date with time (ISO8601)
Example: 2020-07-08T04:17:06+05:00

Version

Slug: version
Filter code: Pandadoc.documentSent.Version
Type: String
Example: 1