Box + PandaDoc Integrations
How to connect Box + PandaDoc
Zapier lets you send info between Box and PandaDoc automatically—no code required.
Triggered when someone comments on a file in a folder you own/collaborate on.
Create a new contact in PandaDoc
Popular Box + PandaDoc workflows
Upload PDF to Box when PandaDoc documents are completed
Upload PDF to Box when PandaDoc documents are completed
New CommentTriggered when someone comments on a file in a folder you own/collaborate on.Trigger- New EventTriggered when a new event is performed (this is the activity stream).Trigger
- New FileTriggered when you add a new file to a folder.Trigger
- New FolderTriggered when you add a new folder.Trigger
- Task Assigned to YouTriggered when you are assigned a task.Trigger
- Add User as CollaboratorAdds an individual user as a collaborator on a folder.Action
- Add Comment to FileAdds a comment to a file.Action
- Upload FileCopy an already-existing file from another service to Box.Action
- Box
Creates a brand new folder at the path you specify.
Scheduled
Action
- Box
Moves or copies a file from one folder to another.
Scheduled
Action
- Box
Creates a brand new text (.txt) file from plain text content you specify.
Scheduled
Action
- Box
Adds a task to a file.
Scheduled
Action
- Box
Search for a specific file by name.
Scheduled
Action
- Box
Search for a specific folder by name.
Scheduled
Action
- PandaDoc
Triggers when a document is completed.
Instant
Trigger
- PandaDoc
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Instant
Trigger
- PandaDoc
Triggers when a document is paid.
Instant
Trigger
- PandaDoc
Triggers when a document is sent.
Instant
Trigger
- PandaDoc
Create a new contact in PandaDoc
Scheduled
Action
- PandaDoc
Creates a document from a template.
Scheduled
Action
How Box + PandaDoc Integrations Work
- Step 1: Authenticate Box + PandaDoc.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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