Give each published GitHub release a PandaDoc folder
Release documents can end up scattered when each launch starts from scratch. When a GitHub release is published, Notis can create a PandaDoc folder named with its tag so you have a consistent place to organize related documents.
Trigger
GitHub Release State Changed
Triggers when a specific GitHub release (identified by tag name) changes. Monitors the release title, body/notes, draft flag, prerelease flag, published timestamp, target branch/commit, and the set of attached assets. The payload includes the full current release details, a list of which fields changed, and the previous values for comparison.
Action
Create Document Folder
Creates a new folder in pandadoc to organize documents. this action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
Why this helps
Finding the right place for release-related documents can create another small organizational task during an already busy launch.
- Create a predictable folder when a release is published.
- Use the release tag as a recognizable folder name.
- Organize documents without creating contacts, contracts, or signature requests.
Setup
Build it in a few focused steps.
- 1Connect GitHub and PandaDoc to Notis once in the portal.
- 2Create an automation and describe in one plain-language prompt that a PandaDoc folder should be created using the GitHub release tag when a release is published.
- 3Select the GitHub release-state trigger, ask Notis to act only on the transition to published, and choose where run reports should go.
- 4Test with one published release and confirm the folder name uses its tag and is created under the intended parent folder, if specified.
Questions about this workflow
Will this create or send a contract?
No. The selected PandaDoc action creates a folder only. It does not generate a document, add recipients, or send anything for signature.
Could later changes to a release create another folder?
The GitHub trigger fires when release fields change. Instruct Notis to create the folder only when the event indicates the release has just been published, and skip subsequent edits to an already published release.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Pandadoc. A trigger fires from one place; an action lands in another.
GitHub triggers
Pandadoc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
This tool creates a new contact in pandadoc. it allows you to add a new contact with their personal and professional information to your pandadoc account. the tool is completely independent and doesn't require any external resource ids or dependencies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Attachment
Creates and adds an attachment to a pandadoc document. this tool allows you to attach downloadable files such as supplemental materials, excel spreadsheets, or other content without embedding them directly into the document. attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50mb per file.
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Create Document from File Upload
Creates a new document in pandadoc by uploading a file (pdf, docx, etc.). this tool converts existing documents into pandadoc documents for processing, signing, and tracking through the pandadoc system.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Create Document Folder
Creates a new folder in pandadoc to organize documents. this action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Create or Update Contact
This tool creates a new contact or updates an existing one in pandadoc based on the email address. if a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Create Template
This tool allows users to create a new template in pandadoc from a pdf file or from scratch. it handles file upload validation, parameter checks, proper error handling, and authentication with the pandadoc api. the template can be created either by uploading a pdf file or by providing a structured content object that defines the template layout and elements.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Create PandaDoc Webhook
Creates a new webhook subscription in pandadoc to receive notifications about specific events. this action allows you to set up webhook notifications for various document-related events such as status changes, recipient completions, and updates. the webhook will send http notifications to your specified endpoint when the configured events occur.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
Delete Contact
This tool allows you to delete a contact from your pandadoc account. the action is permanent and cannot be undone.
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When this happens · Trigger
Do this · Action
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