PandaDoc currently provides 3 triggers that can start a workflow and 8 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Document Completed
Triggers when a document is completed.
Document State Changed
Triggers when a document status changes.
Document Updated
Triggers when a document is updated.
Create Document from Template
Creates a document from a PandaDoc Template.
Create Attachment
Adds an attachment to a document.
Create or Update Contact
Creates a new or update an existing contact.
Find Document(s)
Finds documents based various filter.
Get Document Attachment
Retrieves details of a specific attachment from a document.
Get Document
Retrieves comprehensive document data.
Download Document
Downloads a document as PDF.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported PandaDoc event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
Document Completed
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported PandaDoc action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Document from Template
Combine PandaDoc with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.
Starts with
Document Completed
Finishes with
Create Document from Template, then preserve the outcome in Coherence
The exact authentication fields depend on PandaDoc. The workflow structure stays straightforward:
Authorize the PandaDoc account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with PandaDoc or provide a complementary trigger or action.
PandaDoc currently provides 3 triggers that can start a workflow and 8 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
PandaDoc currently lists 3 triggers and 8 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported PandaDoc triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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