Availability: External Automations (PandaDoc to external platforms recipes like CRMs, HR, and storage tools) feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan.
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Connect NetSuite to Workato
Follow this guide to connect NetSuite to Workato first. Make sure the person connecting the integration has all the required permissions. Workato is a third-party connector for PandaDoc <> NetSuite data-import integration.
Required permissions to connect NetSuite to Workato
Move a document to files in a purchase order in NetSuite
Learn how to set up automations in your templates here.
Select “When PandaDoc document status changed then attach PDF to Purchase Order in NetSuite”
Select trigger status for any PandaDoc documents created via NetSuite — you can choose between “Sent” and “Completed”
Authorize connection between NetSuite and PandaDoc via Workato (you’ll need to fill out Account ID, Token ID, and Token Secret).
Select Save
Go to Apps on the right panel and click on NetSuite
Select Purchase order object, select Change variables to change the object
Click Use this template to create a document out of it
Select the vendor ID where you’d like the PDF attached
Each time the document you create using this template is linked to a Purchase order and is sent or completed (depending on your automation setup), it will be automatically attached to Files in this Purchase order.
Move a document to files in a vendor record in NetSuite
Learn how to set up automations in your templates here.
Select “When PandaDoc document status changed then attach PDF to Vendor in NetSuite”
Select trigger status for any PandaDoc documents created via NetSuite — you can choose between “Sent” and “Completed”
Authorize connection between NetSuite and PandaDoc via Workato (you’ll need to fill out Account ID, Token ID, and Token Secret). If you've already connected NetSuite you'll see the Disconnect button and you can move forward to the next step
Select Save
Go to Apps on the right panel and click on NetSuite
Select Vendor entity via Change variables
Click Use this template to create a document out of it
Select the Vendor where you’d like the PDF attached
Each time the document you create using this template is linked to a Vendor and is sent or completed (depending on your automation setup), it will be automatically attached to Files in this Vendor record.
Move a document to files in an opportunity in NetSuite
Learn how to set up automations in your templates here.
Select “When PandaDoc document status changed then attach PDF to Opportunity in NetSuite”
Select trigger status for any PandaDoc documents created via NetSuite — you can choose between “Sent” and “Completed”
Authorize connection between NetSuite and PandaDoc via Workato (you’ll need to fill out Account ID, Token ID, and Token Secret). If you've already connected NetSuite you'll see the Disconnect button and you can move forward to the next step
Select Save
Go to Apps on the right panel and click on NetSuite
Check that the Opportunity object is linked there, select Change variables to change the object
Click Use this template to create a document out of it
Select the Opportunity where you’d like the PDF attached
Each time the document you create using this template is linked to an opportunity and is sent or completed (depending on your automation setup), it will be automatically attached to files in this opportunity.