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Box + PandaDoc Integrations

How to connect Box + PandaDoc

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Choose an Action
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Supported triggers and actions

What does this mean?
  • Box triggers, actions, and search

    New Event

    Triggered when a new event is performed (this is the activity stream).

    Trigger
    Scheduled
    Try It
    • EmailRequired

    • FolderRequired

    • RoleRequired

    Action
    Write
    • FolderRequired

    • FileRequired

    • Name

    • Share this file?

    Action
    Write

How Box + PandaDoc Integrations Work

  1. Step 1: Authenticate Box and PandaDoc.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
box logo
box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn moreHelp

Related categories

  • File Management & Storage

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pandadoc logo
pandadoc logo

About PandaDoc

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.

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