Pandadoc + StackGo

Pandadoc at the intake and monitor step of a compliance workflow.

Pandadoc publishes 8 trigger events and 11 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Document management Tool in workflow Not connected yet

Also listed under E-signature

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What Pandadoc is

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Description supplied by Pandadoc.

Where it sits

Pandadoc at the intake and monitor step

Intake

Verify

Screen

Assess

Monitor

What StackGo can write into Pandadoc

Named fields, not a link to a portal. These are the fields StackGo writes on the systems it connects to today; a Pandadoc connector would offer the same.

Verification status
Risk rating
Last checked
Report link
Verified name
Date of birth
Document checked
Screening result
Beneficial owners
Form responses
Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

How it lands in Pandadoc

Create or Update Contact
Create Attachment
Create Document

Pandadoc's own write operations. The result goes onto the record you already work in.

Everything else Pandadoc publishes

Pandadoc’s public integration surface

The rest of what Pandadoc exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

8 events

Document Completed
New Document
New Form
New Folder
Document Status Changed
Document Paid
Document Sent
New Template

8 more actions

Create Contact [Deprecated]
Send Document
Custom Actions (Beta)
API Request (Beta)
Find Document
Get Document Attachments
Get Document by ID
Fetch Custom Actions

Names are Pandadoc’s own, read from its public Zapier listing on 28 August 2026.

Questions

Common questions about Pandadoc

How would a check result show up in Pandadoc?

Through Pandadoc’s own write operations: “Create or Update Contact”, “Create Attachment”, “Create Document”. You choose which fields are written, and you can also run it one-way, with nothing written back to Pandadoc at all.