Google Sheets
PandaDoc
zapier

An automated workflow using zapier

Connects Google Sheets + PandaDoc

Create PandaDoc contacts for new or updated Google Sheet rows

About this workflow template

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.

Google Sheets and PandaDoc can also be integrated using automation tools other than zapier:

Diagram

Create PandaDoc contacts for new or updated Google Sheet rows
Workflow diagram: Google Sheets + PandaDoc integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

New or Updated Spreadsheet Row in Google Sheets

Triggered when a new row is added or modified in a spreadsheet.

Then this action happens in PandaDoc

PandaDoc

Create Contact [Deprecated] in PandaDoc

Create a new contact in PandaDoc.

How to set up this workflow

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

Configure Applications

First, we need to connect Google Sheets and PandaDoc to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets credentials.

  • Connect PandaDoc to Zapier.

    Connect PandaDoc to Zapier.

    Give Zapier access to your PandaDoc account, using PandaDoc credentials.

Part II

Build an integration workflow

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

    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

    Then set up an Action for PandaDoc

    Choose this action: Create Contact [Deprecated] (Create a new contact in PandaDoc.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggered when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggered when you create a new spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • PandaDoc

    Create document

    Create a document from a template.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • PandaDoc

    Create or update contact

    Create a new contact or update an existing one.

    zapierpipedream
    actionbyzapierpipedream
  • PandaDoc

    Download a document

    Downloads a document in PDF format.

    integromat
    actionbyintegromat
  • PandaDoc

    Create a document

    Creates a new document.

    integromat
    actionbyintegromat
  • PandaDoc

    Get a document

    Gets the details of a document.

    integromat
    actionbyintegromat
  • PandaDoc

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier

Apps you need

Google Sheets

Google Sheets

Spreadsheets

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.