Microsoft Teams + PandaDoc Integration

Connect Microsoft Teams to PandaDoc - Automate your workflows in 1-click

Make use of Microsoft Teams automations to streamline communication workflows and keep your team connected. Leverage PandaDoc automations to simplify document sharing, feedback collection, and content creation. Skip the manual back and forth! Easily automate the flow of data between Microsoft Teams & PandaDoc using Integrately.

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Ready Workflows For Microsoft Teams + PandaDoc Integration

Just click on the workflow you want to automate

Send Microsoft Teams message for new PandaDoc document

PandaDoc + Microsoft Teams Integration

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Create Your Own Microsoft Teams & PandaDoc Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Chat message is received in Microsoft Teams
Triggers the automation whenever a chat message is received
Message posted in channel in Microsoft Teams
Triggers the automation whenever a message needs to be sent via SMS
Channel is created in Microsoft Teams
Triggers the automation whenever a new channel is created
New chat is created in Microsoft Teams
Triggers the automation whenever a new conversation is initiated
Document is completed in PandaDoc
Triggers the automation whenever a particular document is completed
Document is drafted in PandaDoc
Triggers the automation whenever a new document is saved as draft
Document is approved in PandaDoc
Triggers the automation whenever a document is approved
Document is paid in PandaDoc
Triggers the automation whenever a document is paid
Document is sent in PandaDoc
Triggers the automation whenever a document is sent to the recipient
Document is viewed in PandaDoc
Triggers the automation whenever a document is viewed
Document is declined in PandaDoc
Triggers the automation whenever a document is not approved
Document is rejected in PandaDoc
Triggers the automation whenever a document is not approved

Search user in Microsoft Teams
Automatically searches for a user
Send channel message in Microsoft Teams
Automatically sends a message to a channel
Send chat message in Microsoft Teams
Automatically sends a chat message to a recipient or group
Create channel in Microsoft Teams
Automatically creates a new channel
Search channel in Microsoft Teams
Automatically searches for a channel
Create online meeting in Microsoft Teams
Automatically schedules a new online meeting
Get user by ID in Microsoft Teams
Automatically retrieves user information using their ID
Create document in PandaDoc
Automatically generates a new document
Send document in PandaDoc
Automatically sends a particular document to a designated recipient

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Microsoft Teams & PandaDoc In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Microsoft Teams or PandaDoc With 1200+ Other Apps

Microsoft teams allows you to chat, call and collaborate with your colleagues faster and easier than ever before. The platform has been designed as a place for conversations, meetings, notes, files and other aspects of teamwork in one place.

See Microsoft Teams Integrations

PandaDoc is a sales software platform that allows you to track, manage and close deals from start to finish. Connect your Gmail account and create, send, track and eSign documents from anywhere in the world.

See PandaDoc Integrations