Connect Jira to PandaDoc

Use 4 documented Jira triggers to run 18 documented PandaDoc actions.

4 source triggers

18 target actions

Reverse direction supported

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Why Connect Jira & PandaDoc?

Start with a Jira event

Choose from 4 documented triggers, including New Event, New Issue Created Event (Instant), New Issue Deleted Event (Instant).

Run a PandaDoc action

Send the event into one of 18 documented actions, such as Create Document Attachment, Create Document From File, Create Document From Template.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Jira

Triggers (4)

New Event

Emit new event when an event with subscribed event source triggered, See the documentation

webhook

New Issue Created Event (Instant)

Emit new event when an issue is created. Note that Jira supports only one webhook, if more sources are needed please use New Event source and select multiple events.

webhook

New Issue Deleted Event (Instant)

Emit new event when an issue is deleted. Note that Jira supports only one webhook, if more sources are needed please use New Event source and select multiple events.

webhook

New Issue Updated Event (Instant)

Emit new event when an issue is updated. Note that Jira supports only one webhook, if more sources are needed please use New Event source and select multiple events.

webhook

Actions (24)

Add Attachment To Issue

Adds an attachment to an issue. See the documentation

Add Comment To Issue

Adds a new comment to an issue. See the documentation

Add Multiple Attachments To Issue

Adds multiple attachments to an issue. See the documentation

Add Watcher To Issue

Adds a user as a watcher of an issue by passing the account ID of the user, For example, 5b10ac8d82e05b22cc7d4ef5, If no user is specified the calling user is added. See the documentation

Assign Issue

Assigns an issue to a user. See the documentation

Check Issues Against JQL

Checks whether one or more issues would be returned by one or more JQL queries. See the documentation

Count Issues Using JQL

Provide an estimated count of the issues that match the JQL. See the documentation

Create Custom Field Options (Context)

Create a context for custom field options. See the documentation.

Create Future Sprint

Creates a future sprint. See the documentation

Create Issue

Creates an issue or, where the option to create subtasks is enabled in Jira, a subtask. See the documentation

Create Jira Version in Project

Creates a project version. See the documentation

Delete Project

Deletes a project. See the documentation

Get All Projects

Gets metadata on all projects. See the documentation

Get Board

Returns the board for the given board ID. See the documentation

Get Cloud ID

Gets the cloud ID and details of all accessible Jira Cloud sites. See the documentation

Get Current User

Returns the authenticated Jira user's account ID, display name, email, and active status. Call this first when the user says 'my issues', 'assigned to me', or needs their Jira identity. Use the returned accountId with **Search Issues with JQL** (e.g. assignee = '{accountId}') or **Assign Issue**. Requires a Cloud ID to identify the Jira site. See the documentation.

Get Issue

Gets the details for an issue. See the documentation

Get Issue Picker Suggestions

Returns lists of issues matching a query string. See the documentation

Get Issue Types

Gets the available issue types. If a project ID is provided, returns issue types for that project. Otherwise, returns all issue types accessible to the user. See the documentation

Get Sprint

Returns the sprint for a given sprint ID. See the documentation

Get Task

Gets the status of a long-running asynchronous task. See the documentation

Get Transitions

Gets either all transitions or a transition that can be performed by the user on an issue, based on the issue's status. See the documentation

Get User

Gets details of user. See the documentation

Get Users

Gets the details for a list of users. See the documentation

PandaDoc

Triggers (5)

Document Creation Failed (Instant)

Emit new event when a document failed to be created. See the documentation here

webhook

Document Deleted (Instant)

Emit new event when a document is deleted. See the documentation here

webhook

Document State Changed (Instant)

Emit new event when a document's state is changed. See the documentation here

webhook

Document Updated (Instant)

Emit new event when a document is updated. See the documentation here

webhook

Recipient Completed (Instant)

Emit new event when a recipient completes a document. See the documentation here

webhook

Actions (18)

Create Document Attachment

Adds an attachment to a document. See the documentation here

Create Document From File

Create a document from a file or public file URL. See the documentation here

Create Document From Template

Create a Document from a PandaDoc Template. See the documentation here

Create Folder

Create a new folder to store your documents. See the documentation here

Create or Update Contact

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

Download Document

Download a document as PDF. See documentation here

Download Protected Document

Download a completed document as a verifiable PDF. See documentation here

Get Document Details

Return detailed data about a document. See the documentation here

Get Document Status

Get basic status info about a document. See documentation here

List Completed Document Id Options

Retrieves available options for the Completed Document Id field.

List Contacts

List all contacts within an account. See the documentation here

List Document Attachments

Returns a list of attachments associated with a specified document. See the documentation here

List Document Folder Id Options

Retrieves available options for the Document Folder Id field.

List Document Id Options

Retrieves available options for the Document Id field.

List Documents

List documents, optionally filtering by a search query or tags. See the documentation here

List Folders

List folders which contain Documents. See the documentation here

List Template Id Options

Retrieves available options for the Template Id field.

Send Document

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

Integration Features

4 documented Jira triggers

18 documented PandaDoc actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported PandaDoc to Jira direction

Capability Examples

Jira trigger → PandaDoc action

Catalog example

Jira

New Event

PandaDoc

Create Document Attachment

PandaDoc trigger → Jira action

Reverse direction

PandaDoc

Document Creation Failed (Instant)

Jira

Add Attachment To Issue

How It Works

Connect Apps

Authenticate your Jira and PandaDoc accounts

Choose a Trigger

Select a documented Jira event

Choose an Action

Select the documented PandaDoc operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 4 documented Jira triggers.

Automated Actions

Run one of 18 documented PandaDoc actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect PandaDoc to Jira for bidirectional automation

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Explore all available PandaDoc connections

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Connect Jira to PandaDoc

Why Connect Jira & PandaDoc?

Start with a Jira event

Run a PandaDoc action

Map and review the workflow

Available Triggers & Actions

Jira

Triggers (4)

Actions (24)

PandaDoc

Triggers (5)

Actions (18)

Integration Features

Capability Examples

Jira trigger → PandaDoc action

PandaDoc trigger → Jira action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Jira to PandaDoc direction supported?

Which Jira triggers are available?

Which PandaDoc actions are available?

Can I also connect PandaDoc to Jira?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Jira Integrations

All PandaDoc Integrations

Popular Integrations

More PandaDoc Integrations

Ready to Connect Jira & PandaDoc?