How to Integrate Gmail with PandaDoc

Quick summary

This guide shows how to integrate Gmail with PandaDoc by building a Zap in Zapier that automatically triggers a PandaDoc action whenever a Gmail event occurs. Follow the steps below to set up the trigger, connect both accounts, configure the action, and publish your automation without writing any code.

Steps

1. Click 'Zap' to create a new Zap from the Zapier home screen.
2. Click on the 'Trigger' field to open the trigger event selector.
3. Search and select 'Gmail' as your trigger app.
4. Choose a trigger event to define what Gmail action starts the Zap.
5. Connect your Gmail account by authorizing access via OAuth.
6. Map your trigger details to define which Gmail data will be passed through.
7. Click 'Test trigger' to verify that Gmail data is being captured correctly.
8. Search and select 'PandaDoc' as the action app.
9. Select an action event to define what PandaDoc should do when triggered.
10. Click 'Authorize' to grant Zapier access to your PandaDoc account.
11. Configure the action details by mapping Gmail trigger data to PandaDoc fields.
12. Select 'Test step' to confirm the PandaDoc action runs as expected.
13. Once the test is successful, click 'Publish' to activate your Gmail–PandaDoc Zap.