How to Integrate Outlook with PandaDoc

‍

‍

Integrating Outlook with PandaDoc allows you to send, track, and manage documents directly from your email, streamlining your workflow. Here’s how you can do it:

‍

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'.