This automation scenario allows you to connect Google Sheets and PandaDoc
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Sheets and PandaDoc can also be integrated using automation tools other than zapier:
When this trigger fires in Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Then this action happens in PandaDoc
Create a new contact in PandaDoc.
This guide contains information on how to set up an automatic workflow that allows to Create PandaDoc contacts for new or updated Google Sheet rows.
Part I
First, we need to connect Google Sheets and PandaDoc to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect PandaDoc to Zapier.
Give Zapier access to your PandaDoc account, using PandaDoc credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Sheets
Choose the following trigger: New or Updated Spreadsheet Row (Triggered when a new row is added or modified in a spreadsheet.).
Then set up an Action for PandaDoc
Choose this action: Create Contact [Deprecated] (Create a new contact in PandaDoc.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and PandaDoc.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create PandaDoc contacts for new or updated Google Sheet rows!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Create a document from a template.
Create a new contact or update an existing one.
Downloads a document in PDF format.
Creates a new document.
Gets the details of a document.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
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