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PandaDoc + Podio

Update Podio statuses whenever PandaDoc document status changes

When a document status gets updated in PandaDoc, ensure your Podio app is instantly informed with this efficient workflow. With this automation, your Podio status will be instantly created to match your PandaDoc updates, ensuring your teams are always on the same page. Improve your document management and collaboration by connecting your PandaDoc and Podio apps seamlessly with this workflow.

When a document status gets updated in PandaDoc, ensure your Podio app is instantly informed with this efficient workflow. With this automation, your Podio status will be instantly created to match your PandaDoc updates, ensuring your teams are always on the same page. Improve your document management and collaboration by connecting your PandaDoc and Podio apps seamlessly with this workflow.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    PodioPodio
    Create Status

    Add a status update to a workspace stream.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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