PandaDoc + Google Drive Integrations

How to connect PandaDoc + Google Drive

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Upload PDFs to Google Drive when new PandaDoc documents are completed
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PandaDoc + Google Drive
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When this happens
Step 1: Document Completed
Then do this
Step 2: Upload File
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Upload PDFs to Google Drive when new PandaDoc documents are completed
Upload PDFs to Google Drive when new PandaDoc documents are completed
PandaDoc + Google Drive

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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
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- 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
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- 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
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Trigger
Scheduled
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- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Trigger
Scheduled
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- FileRequired
  File to Copy
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we name the new copy as "Copy of {original file name}".
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- Folder NameRequired
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File NameRequired
- File ContentRequired
  Use plain text.
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- File IdRequired
- Sharing PreferenceRequired
  This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
- Organization Domain
  Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example: yourcompany.com
Action
Write
- Api Docs Info
  API docs for Google Drive are located here https://developers.google.com/drive/api/v3/reference
- 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
- Folder NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Action
Search
- Folder NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Action
Search or write

- 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
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Trigger
Scheduled
Try It
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
- Include Deleted
  Should this trigger also on files that are deleted?
Trigger
Scheduled
Try It
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Write
- FileRequired
  File to Move
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- FolderRequired
  Destination folder to move into. Keep clicking to drill down into child folders.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
- File to ReplaceRequired
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Write
- FileRequired
  File to create a shortcut to
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Destination folder for shortcut. Keep clicking to drill down into child folders.
Action
Write
- File NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
- File Types
  Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
Action
Search
- File NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File Types
  Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Search or write

How PandaDoc + Google Drive Integrations Work

Step 1: Authenticate PandaDoc and Google Drive.
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 PandaDoc + Google Drive

Google Drive Tutorials

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

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About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Learn more

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PandaDoc + Google Drive Integrations

How to connect PandaDoc + Google Drive

Upload PDFs to Google Drive when new PandaDoc documents are completed

Upload PDFs to Google Drive when new PandaDoc documents are completed

Connect your apps and automate workflows

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 File

Drive

New Folder

Drive

Folder

Copy File

FileRequired

Convert to Document?

File Name

Drive

Folder

Create Folder

Drive

Parent Folder

Folder NameRequired

Create File from Text

Drive

Folder

File NameRequired

File ContentRequired

Convert to Document?

Add File Sharing Preference

Drive

File IdRequired

Sharing PreferenceRequired

Organization Domain

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find a Folder

Folder NameRequired

Drive

Parent Folder

Find or Create Folder

Folder NameRequired

Drive

Parent Folder

Document Status Changed

Source

Document Status