PandaDoc and RowShare

Easily integrate PandaDoc and RowShare without any code.

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.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with PandaDoc through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in PandaDoc

Or the other way round:

When this happens in PandaDoc

Automatically do that in RowShare

PandaDoc Triggers and Actions

Below is a list of triggers and actions available on PandaDoc via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Document Paid

Triggers when a document is paid.

Document Status Changed

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

Document Paid

Triggers when a document is paid.

Document Completed

Triggers when a document is completed.

and more triggers

PandaDoc doesn't offer (yet) any Trigger on Zapier.

Actions

Create Document

Create a document from a template.

Find Document

Find a document by name, status, and other parameters.

Create or Update Contact

Create a new contact or update an existing one.

Create Contact [Deprecated]

Create a new contact in PandaDoc.

Get Document Attachments

Get files attached to a document.

and 3 more actions

PandaDoc doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.