How to Connect Outlook to PandaDoc

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If you want to automate workflows between Outlook and PandaDoc, you can use Zapier.

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1. Click 'Zap' to create a new zap.
2. Click on the 'Trigger' field to select the event.
3. Search and select 'Outlook' as your trigger app.
4. Select a trigger event.
5. Connect your Outlook account.
6. Click 'Test trigger'.
7. Search and select 'PandaDoc' as the action app.
8. Select an action event.
9. Connect your PandaDoc account.
10. Configure the action details.
11. Select 'Test step'.
12. Once the test is successful, click 'Publish'.