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
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Upload File
Triggers when you add a new file to a folder.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
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- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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

- FolderRequired
- Share
Trigger
Polling
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Task Assigned to You
Triggered when you are assigned a task.
Trigger
Polling
Try It
- File IdRequired
- MessageRequired
Action
Write
- Folder
- Name of New FolderRequired
Action
Write
- FolderRequired
- Name of New FileRequired
- File ContentRequired
- Share this file?
Action
Write
- File NameRequired
- Folder
- File Extensions
Action
Search

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- 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
- Form
Action
Search
- Document IDRequired
Action
Search
Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- EmailRequired
- FolderRequired
- RoleRequired
Action
Write
- FolderRequired
- FileRequired
- Name
- Share this file?
Action
Write
- File IdRequired
- New FolderRequired
- Action to Perform
Action
Write
- File IdRequired
- Message
- Due At
- Assign To
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.

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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