Can Microsoft SharePoint and PandaDoc talk in both directions?

Yes. Build one flow that starts in Microsoft SharePoint and acts in PandaDoc, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

Connect Microsoft SharePoint to PandaDoc

Move data between Microsoft SharePoint and PandaDoc the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore Microsoft SharePoint Explore PandaDoc

Microsoft SharePoint triggers: 8
Microsoft SharePoint actions: 16
PandaDoc triggers: 3
PandaDoc actions: 8

Automation ideas

What you can build with Microsoft SharePoint and PandaDoc

A few flows teams run between Microsoft SharePoint and PandaDoc. Use one as a starting point, or build your own from scratch.

New File in Folder in Microsoft SharePoint creates Create Document from Template in PandaDoc
Fires when a new file is created or added in a specific folder.
Document Completed in PandaDoc creates Create Folder in Microsoft SharePoint
Triggers when a document is completed.
New File in Folder in Microsoft SharePoint creates Create Attachment in PandaDoc
Fires when a new file is created or added in a specific folder.
Document Completed in PandaDoc creates Create List in Microsoft SharePoint
Triggers when a document is completed.
New File in Folder in Microsoft SharePoint creates Create or Update Contact in PandaDoc
Fires when a new file is created or added in a specific folder.
Document Completed in PandaDoc creates Create List Item in Microsoft SharePoint
Triggers when a document is completed.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

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