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Connect Shopify to PandaDoc

Use 8 documented Shopify triggers to run 18 documented PandaDoc actions.

8 source triggers
18 target actions
Reverse direction supported

Why Connect Shopify & PandaDoc?

Start with a Shopify event

Choose from 8 documented triggers, including Collection Updated (Instant), New Abandoned Cart, New Article.

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

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Shopify

Triggers (8)

Collection Updated (Instant)

Emit new event whenever a collection is updated, including whenever products are added or removed from a collection.

webhook
New Abandoned Cart

Emit new event each time a user abandons their cart.

polling
New Article

Emit new event for each new article in a blog.

polling
New Customer Data Request

Emit new customer data requests for data via a GDPR request.

polling
New Event Emitted (Instant)

Emit new event for each new Shopify event.

webhook
New Page

Emit new event for each new page published.

polling
New product added to custom collection

Emit new event each time a product is added to a custom collection.

polling
New Product Created (Instant)

Emit new event for each product added to a store.

webhook

Actions (24)

Add Products to Custom Collection

Adds a product or products to a custom collection. See the documentation

Add Tags

Add tags. See the documentation

Bulk Import

Execute bulk mutations by uploading a JSONL file containing mutation variables. See the documentation

Create Article

Create a new blog article. See the documentation

Create Blog

Create a new blog. See the documentation

Create Custom Collection

Create a new custom collection. See the documentation

Create Metafield

Creates a metafield belonging to a resource. See the documentation

Create Metaobject

Creates a metaobject. See the documentation

Create Page

Create a new page. See the documentation

Create Product

Create a new product. See the documentation

Create Product Variant

Create a new product variant. See the documentation

Create Smart Collection

Creates a smart collection. You can fill in any number of rules by selecting more than one option in each prop.See the documentation

Delete Article

Delete an existing blog article. See the documentation

Delete Blog

Delete an existing blog. See the documentation

Delete Metafield

Deletes a metafield belonging to a resource. See the documentation

Delete Page

Delete an existing page. See the documentation

Get Articles

Retrieve a list of all articles from a blog. See the documentation

Get Assigned Fulfillment Orders

Retrieve a list of fulfillment orders assigned to a merchant location. See the documentation

Get Customer

Retrieve a single customer by ID. See the documentation

Get Customers

Retrieve a list of customers. See the documentation

Get Draft Order

Retrieve a single draft order by ID. See the documentation

Get Draft Orders

Retrieve a list of draft orders. See the documentation

Get Fulfillment

Retrieve a fulfillment, including tracking info, status, and delivery timestamps. See the documentation

Get Fulfillment Order

Retrieve a single fulfillment order by ID. See the documentation

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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

8 documented Shopify triggers
18 documented PandaDoc actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported PandaDoc to Shopify direction

Capability Examples

Shopify trigger → PandaDoc action

Catalog example
Shopify Shopify

Collection Updated (Instant)

PandaDocPandaDoc

Create Document Attachment

PandaDoc trigger → Shopify action

Reverse direction
PandaDocPandaDoc

Document Creation Failed (Instant)

Shopify Shopify

Add Products to Custom Collection

How It Works

1

Connect Apps

Authenticate your Shopify and PandaDoc accounts

2

Choose a Trigger

Select a documented Shopify event

3

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 8 documented Shopify 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.

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Reverse Integration Available

Also connect PandaDoc to Shopify for bidirectional automation

View Integration
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All Shopify Integrations

Explore all available Shopify connections

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All PandaDoc Integrations

Explore all available PandaDoc connections

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