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Egnyte + PandaDoc

Upload completed PandaDoc documents to Egnyte as new files

Effortlessly streamline your document management process with this PandaDoc and Egnyte workflow. When a document is completed in PandaDoc, it automatically uploads the file to your specified folder in Egnyte. Save time and enhance organization by integrating your essential document completion and storage tasks in a seamless manner.

Effortlessly streamline your document management process with this PandaDoc and Egnyte workflow. When a document is completed in PandaDoc, it automatically uploads the file to your specified folder in Egnyte. Save time and enhance organization by integrating your essential document completion and storage tasks in a seamless manner.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    EgnyteEgnyte
    Upload File

    Uploads a file to the specified folder.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • Source

    • Document Status

    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
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About Egnyte

Egnyte enables users to easily and securely share files on-premises and in the cloud. Egnyte’s award-winning platform integrates with any cloud, storage, device and business application to enable customers to optimize their collaboration environments through secure access, centralized control and unified visibility.
Learn more

Related categories

  • File Management & Storage
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