PandaDoc + Box Integrations
How to connect PandaDoc + Box
Zapier lets you send info between PandaDoc and Box automatically—no code required.
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Popular PandaDoc + Box workflows
Upload PDF to Box when PandaDoc documents are completed
Upload PDF to Box when PandaDoc documents are completed
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Document CompletedTriggers when a document is completed.Trigger- Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.Trigger
- Document PaidTriggers when a document is paid.Trigger
- Document SentTriggers when a document is sent.Trigger
- Create AttachmentCreate an attachment for a document.Action
- Create Contact [Deprecated]Create a new contact in PandaDoc.Action
- Create DocumentCreate a document from a template.Action
- Create or Update ContactCreate a new contact or update an existing one.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
- Box
Triggered when someone comments on a file in a folder you own/collaborate on.
Scheduled
Trigger
- Box
Triggered when a new event is performed (this is the activity stream).
Scheduled
Trigger
- Box
Triggered when you add a new file to a folder.
Scheduled
Trigger
- Box
Triggered when you add a new folder.
Scheduled
Trigger
- Box
Triggered when you are assigned a task.
Scheduled
Trigger
- Box
Adds an individual user as a collaborator on a folder.
Scheduled
Action
- Box
Adds a comment to a file.
Scheduled
Action
- Box
Copy an already-existing file from another service to Box.
Scheduled
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
How PandaDoc + Box Integrations Work
- Step 1: Authenticate PandaDoc and Box.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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