Trello + PandaDoc Integration | Streamline Document Workflows

Explore Triggers and Actions

New Checklist (Instant)

Trigger new event for each new checklist added to a board.

New Comment Added to Card (Instant)

Trigger new event for each new comment added to a card.

New Label Added To Card (Instant)

Trigger new event for each label added to a card.

New Label Created (Instant)

Trigger new event for each new label added to a board.

New Member on Card (Instant)

Trigger new event for each member that join in a card.

New Notification

Trigger new event for each new Trello notification for the authenticated user.

Create Folder

Create a new folder to store your documents.

Get Document Details

Return detailed data about a document.

Create or Update Contact

This method adds or updates a contact using the email as index.

Get Document Status

Get basic status info about a document.

List Contacts

List all contacts within an account.

List Document Attachments

Returns a list of attachments associated with a specified document.

List Documents

List documents, optionally filtering by a search query or tags.

List Folders

List folders which contain Documents.

Send Document

Move a document to sent status and send an optional email.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Trello and Pandadoc?

The Trello and PandaDoc integration empowers teams to create, send, and track documents without leaving Trello. Automate contract generation, proposals, and agreements by linking your Trello cards to PandaDoc templates. Stay organized and accelerate your sales and project management processes with real-time updates and document status tracking right inside Trello.

Frequently asked questions

How do I connect Trello with PandaDoc?

To connect Trello with PandaDoc, navigate to the Power-Ups section in Trello, search for PandaDoc, and enable the integration. Then, authorize your PandaDoc account to link both platforms securely.

Can I create PandaDoc documents directly from Trello cards?

Yes! Once integrated, you can generate PandaDoc documents from any Trello card using predefined templates, making it easy to create contracts, proposals, and agreements linked to your projects.

Will I receive notifications about document status updates in Trello?

Absolutely. The integration provides real-time status updates on your PandaDoc documents directly within Trello cards, so you can track when documents are viewed, signed, or completed without switching apps.

Is it possible to automate document creation based on Trello card activity?

Yes, you can set up automation rules to trigger PandaDoc document creation or sending based on specific Trello card movements or changes, helping to streamline repetitive tasks.

Does this integration support multiple team members and permissions?

The integration respects the permissions set in both Trello and PandaDoc, allowing multiple team members to collaborate securely while managing access to sensitive documents.

Trello and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Trello and Pandadoc?

Frequently asked questions

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