Dropbox + PandaDoc + Zendesk Integrations

How to connect Dropbox + PandaDoc + Zendesk

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Do even more with Dropbox + PandaDoc + Zendesk

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dropbox, PandaDoc, and Zendesk. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Trigger
Scheduled
New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
Trigger
Scheduled
Create Folder
Creates a brand new folder at the path you specify.
Action
Write
Upload File
Upload an existing file or attachment not bigger than 100 MB.
Action
Write
Move File
Moves a file to a new location at the path you specify.
Action
Write

Create Text File
Creates a brand new text file from plain text content you specify.
Action
Write
Create or Append to Text File
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Action
Write

Rename File
Renames a file that you specify.
Action
Write

Dropbox
Creates a shared link for a file.
Scheduled
Action
Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
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 an attachment for a document.
Scheduled
Action
PandaDoc
Create a new contact in PandaDoc.
Scheduled
Action
PandaDoc
Create a document from a template.
Scheduled
Action
PandaDoc
Create a new contact or update an existing one.
Scheduled
Action
PandaDoc
Find a document by name, status, and other parameters.
Scheduled
Action
PandaDoc
Get files attached to a document.
Scheduled
Action
PandaDoc
Get detailed data about a document.
Scheduled
Action
Zendesk
Triggers when a new group is created.
Scheduled
Trigger
Zendesk
Triggers when a new organization is added to Zendesk.
Scheduled
Trigger
Zendesk
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
Scheduled
Trigger
Zendesk
Triggers when there is activity (an audit) on a specific ticket. Can only watch one ticket per Zap.
Scheduled
Trigger
Zendesk
Triggers when a new ticket is added to a view.
Scheduled
Trigger
Zendesk
Triggers when a new user is created.
Scheduled
Trigger
Zendesk
Triggers when a new view is created.
Scheduled
Trigger
Zendesk
Create a new organization.
Scheduled
Action
Zendesk
Create a new ticket.
Scheduled
Action
Zendesk
Attach a file to an existing ticket.
Scheduled
Action
Zendesk
Add a comment to an existing ticket.
Scheduled
Action
Zendesk
Add one or more tags to an existing ticket.
Scheduled
Action
Zendesk
Update an existing organization.
Scheduled
Action
Zendesk
Update an existing ticket status or add comments.
Scheduled
Action
Zendesk
Update an existing user.
Scheduled
Action
Zendesk
Create a new user.
Scheduled
Action
Zendesk
Finds an existing agent.
Scheduled
Action
Zendesk
Finds an existing group.
Scheduled
Action
Zendesk
Finds an existing organization.
Scheduled
Action
Zendesk
Finds an existing ticket.
Scheduled
Action
Zendesk
Finds an existing user.
Scheduled
Action
Zendesk
Finds or creates a specific organization.
Scheduled
Action
Zendesk
Finds or creates a specific ticket.
Scheduled
Action
Zendesk
Finds or creates a specific user.
Scheduled
Action

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How Dropbox + PandaDoc + Zendesk Integrations Work

Step 1: Authenticate Dropbox, PandaDoc, and Zendesk.
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.

Connect apps

Connect Dropbox + PandaDoc + Zendesk

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

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