Connect PandaDoc to Gmail

Use 5 documented PandaDoc triggers to run 20 documented Gmail actions.

5 source triggers

20 target actions

Reverse direction supported

Start Free Trial Browse PandaDoc integrations

Why Connect PandaDoc & Gmail?

Start with a PandaDoc event

Choose from 5 documented triggers, including Document Creation Failed (Instant), Document Deleted (Instant), Document State Changed (Instant).

Run a Gmail action

Send the event into one of 20 documented actions, such as Add Label to Email, Approve Workflow, Archive Email.

Map and review the workflow

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

Available Triggers & Actions

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

Gmail

Triggers (5)

New Attachment Received

Emit new event for each attachment in a message received. This source is capped at 100 max new messages per run.

polling

New Email Matching Search

Emit new event when an email matching the search criteria is received. This source is capped at 100 max new messages per run.

polling

New Email Received

Emit new event when a new email is received.

polling

New Labeled Email

Emit new event when a new email is labeled.

polling

New Sent Email

Emit new event for each new email sent. (Maximum of 100 events emited per execution)

polling

Actions (20)

Add Label to Email

Add label(s) to an email message. See the docs

Approve Workflow

Suspend the workflow until approved by email. See the documentation

Archive Email

Archive an email message. See the documentation

Bulk Archive Emails

Archive multiple emails at once. See the documentation

Create Draft

Create a draft from your Google Workspace email account. See the documentation

Create Label

Create a new label in the connected account. See the documentation

Delete Email

Moves the specified message to the trash. See the documentation

Download Attachment

Download an attachment by attachmentId to the /tmp directory. See the documentation

Find Email

Find an email using Google's Search Engine. See the docs

Get Current User

Returns the authenticated Gmail user's name, email address, and mailbox stats (total messages and threads). Call this first when the user says 'my emails', 'my inbox', or needs identity context. Use the returned emailAddress to identify the user's own messages in **Find Email** results. See the documentation.

Get Send As Alias

Get a send as alias for the authenticated user. See the documentation

List Labels

List all the existing labels in the connected account. See the docs

List Send as a Delegate Options

Retrieves available options for the Send as a Delegate field.

List Send As Aliases

List all send as aliases for the authenticated user. See the documentation

List Signature Options

Retrieves available options for the Signature field.

List Thread Messages

List messages in a thread. See the docs

Remove Label from Email

Remove label(s) from an email message. See the docs

Send Email

Send an email from your Google Workspace email account. See the documentation

Update Signature for Email in Organization

Update the signature for a specific email address in an organization. A Google Cloud service account with delegated domain-wide authority is required for this action. See the documentation

Update Signature for Primary Email Address

Update the signature for the primary email address. See the documentation