QuickBooks Online
PandaDoc
integromat

An automated workflow using integromat

Connects QuickBooks Online + PandaDoc

Create (and send) a PandaDoc document from a new QuickBooks estimate

About this workflow template

This automation scenario allows you to connect QuickBooks Online and PandaDoc

It can be build using Integromat, a no-code workflow automation tool. Integromat 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.

QuickBooks Online and PandaDoc can also be integrated using automation tools other than integromat:

Diagram

Create (and send) a PandaDoc document from a new QuickBooks estimate
Workflow diagram: QuickBooks Online + PandaDoc integration

How it works?

When this trigger fires in QuickBooks Online

QuickBooks Online

New Event in QuickBooks Online

Triggers when a new event is created.

Then these actions happen in PandaDoc and PandaDoc

QuickBooks Online

Get an Estimate in QuickBooks Online

Returns info about an estimate.

PandaDoc

Create a Document in PandaDoc

Creates a new document.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create (and send) a PandaDoc document from a new QuickBooks estimate.

Part I

Configure Applications

First, we need to connect QuickBooks Online and PandaDoc to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect QuickBooks Online to Make.com.

    Connect QuickBooks Online to Make.com.

    Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.

  • Connect PandaDoc to Make.com.

    Connect PandaDoc to Make.com.

    Give Make.com 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 Make.com.

  • Set up a Trigger action for QuickBooks Online

    Set up a Trigger action for QuickBooks Online

    Choose the following trigger: New Event (Triggers when a new event is created.).

  • Then set up an Action for QuickBooks Online

    Then set up an Action for QuickBooks Online

    Choose this action: Get an Estimate (Returns info about an estimate.).

  • Then set up another Action for PandaDoc

    Then set up another Action for PandaDoc

    Choose this action: Create a Document (Creates a new document.).

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 QuickBooks Online 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 (and send) a PandaDoc document from a new QuickBooks estimate!

Supported triggers and actions

  • QuickBooks Online

    New customer

    Triggers when you add a new customer.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New invoice

    Triggers when you add a new invoice.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New payment

    Triggers when a payment is received (with line item support).

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New event

    Triggers when a new event is created.

    integromat
    triggerbyintegromat
  • QuickBooks Online

    New estimate

    Triggers when you add a new estimate.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New sales receipt

    Triggers when a new sales receipt is added (with line item support).

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • 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

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.