Use “Send PandaDoc document with closure” in Recued. It carries out the named workflow using the connections and settings you choose.
Send PandaDoc document with closure
Use “Send PandaDoc document with closure” in Recued. It carries out the named workflow using the connections and settings you choose.
Complete workflow
PandaDoc Document Closure Loop
5 pinned recipes
Use PandaDoc Document Closure Loop in Recued for contracts, esignature, closed loop, and state pandadoc document closure watcher. It includes 3 ready-to-run workflows and 1 related pack in one install.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “PandaDoc document closure watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.
Use “PandaDoc document evidence brief” in Recued. It provides a read-only PandaDoc document brief.
Use “PandaDoc document closure watcher timeout” in Recued. Low-frequency timeout role for the connected service. It moves a limited batch of expired rows from active to timedout, deletes the active copy only after the durable timeout write succeeds, and notifies the owner once per batch.
Use “PandaDoc document closure watcher lifecycle review” in Recued. It carries out the named workflow using the connections and settings you choose.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (34 steps)
document_id
trim
Trim whitespace from setting document id
subject
trim
Trim whitespace from setting subject
message
trim
Trim whitespace from setting message
reason
trim
Trim whitespace from setting reason
status
?
document
?
has_subject
compare
Check if subject has data
status_norm
lowercase
Convert status result status to lowercase
status_is_sendable
compare
Check if status norm is one of setting sendable statuses
skip_send
any
Check if any of the conditions are true
send
?
skip: step.skip_send equal true
sent_document_id
default
Apply default
has_sent_document
compare
Check if sent document id has data
defaults
defaults
Apply defaults
template_id
default
Apply default
has_template
compare
Check if template id has data
sent_at
date_add
Add 0 days to
raw_document_key
default
Apply default
document_key_colon
replace
Replace text in raw document key
document_key_slash
replace
Replace text in document key colon
document_key_dot
replace
Replace text in document key slash
document_key_at
replace
Replace text in document key dot
document_key_space
replace
Replace text in document key at
document_key_left_angle
replace
Replace text in document key space
document_key_right_angle
replace
Replace text in document key left angle
document_key_plus
replace
Replace text in document key right angle
document_key_equals
replace
Replace text in document key plus
document_key_question
replace
Replace text in document key equals
skip_closure_seed
any
Check if any of the conditions are true
closure_timeout_at
date_add
Add setting no response timeout days days to
seed_pandadoc_closure_watch
?
skip: step.skip_closure_seed equal true
skip_template_link
any
Check if any of the conditions are true
link_document_to_template
?
skip: step.skip_template_link equal true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
reason
setting
=
silent
setting
=
false
message
setting
=
subject
setting
=
pandadoc
setting
=
document id
setting
=
sendable statuses
setting
=
document.draft,document.approved,draft,approved
no response timeout days
setting
=
30
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.