PandaDoc + Storage by Zapier

PandaDoc + Storage by Zapier integrations

Update Storage by Zapier values when PandaDoc document status changes

Keep track of your PandaDoc document status updates by storing the latest changes in Storage by Zapier. This automation ensures that whenever a document's status changes in PandaDoc, its corresponding value is updated in Storage by Zapier, providing a centralized storage solution while streamlining your document monitoring process.

When this happens...
Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.
TriggerInstant
automatically do this!
Set ValueSet a value stored at a defined key.
ActionWrite

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More things you can do with PandaDoc and Storage by Zapier

Discover other triggers and actions you can use with PandaDoc and Storage by Zapier

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document ID
  Required
Action
Search
- Key
  Required
- Increment Amount
Action
Write

- Key
  Required
- Value
  Required
- Location
Action
Write
- Key
  Required
- Child Keys
Action
Write
- Key
  Required
- Child Values
Action
Write
- Key
  Required
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- Keys
  Required
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
- Child Values
Action
Search or write

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search
- Key
  Required
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- Key
  Required
Action
Write
- Keys and Values
Action
Write
- Key
  Required
- Value
- Previous Value
Action
Write
- Key
  Required
- Item Format
  Required
- Item Separator
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
Action
Search
- Key
  Required
Action
Search
- Key
  Required
- Value
Action
Search or write

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.

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About Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

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"increment values in Storage by Zapier when new documents are sent in PandaDoc"

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"increment values in Storage by Zapier when new documents are sent in PandaDoc"