How to Integrate Outlook with PandaDoc

Quick summary

This guide walks you through integrating Outlook with PandaDoc using a Zapier automation, so that Outlook email events automatically trigger actions in PandaDoc without manual effort. The entire Zap setup takes just minutes and requires no coding skills.

Steps

1. Click 'Zap' on the Zapier home screen to create a new Zap.
2. Click on the 'Trigger' field to begin selecting your trigger event.
3. Search for and select 'Outlook' as your trigger app.
4. Select a trigger event to define what Outlook action will start the Zap.
5. Connect your Outlook account to authorize the integration.
6. Click 'Test trigger' to verify that Outlook is sending data correctly.
7. Search for and select 'PandaDoc' as the action app.
8. Select an action event to define what PandaDoc should do when triggered.
9. Connect your PandaDoc account to authorize the action step.
10. Configure the action details to map Outlook data fields into PandaDoc.
11. Click 'Test step' to confirm the PandaDoc action works as expected.
12. Once the test is successful, click 'Publish' to activate the Zap.