Box + PandaDoc

Upload PDF to Box when PandaDoc documents are completed

Want a simple way to copy your completed PandaDoc documents to Box? Activate this Zapier integration to create and save a PDF copy of your PandaDoc documents to Box whenever a document is completed. Keep your records straight and ensure everyone who needs to view signed documents has access to them.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Upload File
Triggered when you add a new file to a folder.
ActionWrite

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Supported triggers and actions

What does this mean?

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
  Select a template to use.
- Send DocumentRequired
  Do you want to send the document to your recipient(s)?
- Message
  Message body for your email.
- Pricing Table Currency
  Select a currency for the pricing table.
- Name
  Name that will display in the pricing table.
- Description
  A brief description of the product.
- Price
- Quantity
- Discount
  The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.
- Document Metadata
  The metadata to include in the document. Specify "Key - Value" respectively in the fields.
Action
Write
- Api Docs Info
  API docs for PandaDoc are located here https://developers.pandadoc.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Document IDRequired
Action
Search
New Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
Try It

- FolderRequired
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
- Share
  Define how, if at all, to share files triggered by Zapier (this just makes a URL available for use in the action).
Trigger
Scheduled
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
Try It
- File IdRequired
  The ID of the file to add the comment to.
- MessageRequired
Action
Write
- Folder
  Keep clicking the drop down to drill down into your folders.
- Name of New FolderRequired
  Specify the name of this folder.
Action
Write
- FolderRequired
- Name of New FileRequired
  Specify the name of this file. "txt" will always be appended as the filetype.
- File ContentRequired
  Plain text content to put inside the new text file.
- Share this file?
  Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).
Action
Write
- File NameRequired
- Folder
  Restrict the search to a folder. Will search subfolders.
- File Extensions
  Restrict the search to specific file types
Action
Search

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
- Document Status
  Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- warning
  If a contact already exists, it will not be updated.
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
  Search for a document created from a specific template.
- Form
  Search for a document created from a specific form.
Action
Search
- Document IDRequired
Action
Search
New Event
Triggered when a new event is performed (this is the activity stream).
Trigger
Scheduled
Try It
- Folder
  Keep clicking the drop down to drill down into your folders.
Trigger
Scheduled
Try It
- EmailRequired
  An email address to invite to collaborate on the folder.
- FolderRequired
- RoleRequired
Action
Write
- FolderRequired
- FileRequired
  Must be a file object from another service (or some text).
- Name
  Overwrites the natural file name from the trigger service.
- Share this file?
  Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).
Action
Write
- File IdRequired
  The ID of an existing file in Box.
- New FolderRequired
- Action to Perform
  Defaults to copying the file. Note: While testing your Zap, we will always copy the file.
Action
Write
- File IdRequired
  The ID of the file to add the task to.
- Message
- Due At
- Assign To
  Can be the user id or email address of a Box user.
Action
Write
- Folder NameRequired
- Parent Folder
Action
Search

About Box

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

Learn more

Related categories

File Management & Storage

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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.

Learn more

Related categories

Documents

Similar apps

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Box + PandaDoc

Upload PDF to Box when PandaDoc documents are completed

Document Completed

Source

Document Paid

Source

Create Attachment

Document IDRequired

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

New Comment

New File

FolderRequired

Share

Task Assigned to You

Add Comment to File

File IdRequired

MessageRequired

Create Folder

Folder

Name of New FolderRequired

Create Text File

FolderRequired

Name of New FileRequired

File ContentRequired

Share this file?

Find a File

File NameRequired

Folder

File Extensions

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

EmailRequired

First name

Last name

Company

Phone

Title

Street Address

City

Postal Code

Country

State

Create or Update Contact

EmailRequired

First name

Last name

Company

Phone

Job Title

Street Address

City

Postal Code