How can I filter for specific new clients in Airtable?

You can set criteria in Airtable, such as client type or onboarding status, to filter new clients.

Can I customize the welcome kit content in PandaDoc?

Yes, you can customize the welcome kit template in PandaDoc to match your requirements.

Which people use this automation? What do they use it for?

Customer service teams use this automation to provide a seamless and welcoming onboarding experience for new clients.

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Airtable + PandaDoc

Send Welcome Kits to New Clients via PandaDoc for Airtable Entries

Enhance your client onboarding process by sending welcome kits through PandaDoc whenever a new client is added to Airtable. Perfect for customer service teams wanting to provide a warm welcome to new clients.

New Client Added

Triggers when a new client is added.

Send Welcome Kit

Sends a welcome kit via PandaDoc.

See more Airtable to PandaDoc integrations or use AI to customize your automation.

or pick a common variation below

Generate Project Proposals in PandaDoc for New Airtable Entries

Airtable + PandaDoc

Send Contract Renewal Reminders via PandaDoc for Expiring Airtable Records

Airtable + PandaDoc

Send Legal Agreements via PandaDoc for New Airtable Deals

Airtable + PandaDoc

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send welcome kits to new clients via PandaDoc for Airtable entries"

Send welcome kits to new clients via PandaDoc for Airtable entries

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Airtable + PandaDoc.

List Bases

Lists all bases in Airtable

Get Base Schema

Gets the schema of a specific base in Airtable

Create Base

Creates a new base in Airtable

Create Comment

Creates a new comment on an Airtable record

Update Comment

Updates an existing comment on an Airtable record

List Comments

Lists all comments on an Airtable record

Delete Comment

Deletes a comment from an Airtable record

Create Field

Creates a new field in an Airtable table

Create Record

Creates a new record in an Airtable table

Read Record

Reads details of a record in an Airtable table

Update Record

Updates an existing record in an Airtable table

Delete Record

Deletes a record from an Airtable table

App details

Airtable

Airtable is a low-code platform for building collaborative apps. Create, update, and sync records, and connect your databases with other tools.

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.