PandaDoc + Storage by Zapier

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 Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
TriggerInstant
automatically do this!
Set Value
Set a value stored at a defined key.
ActionWrite

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Supported triggers and actions

What does this mean?

- Source
Trigger
Instant
Try It
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
- KeyRequired
- Increment Amount
Action
Write

- KeyRequired
- ValueRequired
- Location
Action
Write
- KeyRequired
- Child Keys
Action
Write
- KeyRequired
- Child Values
Action
Write
- KeyRequired
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- KeysRequired
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- KeyRequired
- Child KeysRequired
- Child Values
Action
Search or write
- KeyRequired
- Value
Action
Search or write

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- KeyRequired
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- KeyRequired
Action
Write
- Keys and Values
Action
Write
- KeyRequired
- Value
- Previous Value
Action
Write
- KeyRequired
- Item FormatRequired
- Item Separator
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
Action
Search
- KeyRequired
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
- Child Values
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.

Learn more Help

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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.

Help

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PandaDoc + Storage by Zapier

Update Storage by Zapier values when PandaDoc document status changes

Document Completed

Source

Document Paid

Source

Create Attachment

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

Increment Value

KeyRequired

Increment Amount

Push Value Onto List

KeyRequired

ValueRequired

Location

Remove Child Value

KeyRequired

Child Keys

Set Child Value

KeyRequired

Child Values

Set Value

KeyRequired

Value

Get All Values

Get Multiple Values

KeysRequired

Get Secret

Get or Set a Child Value

KeyRequired

Child KeysRequired

Child Values

Get or Set a Value

KeyRequired

Value

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

EmailRequired

First name

Last name

Company

Phone

Title

Street Address

City

Postal Code

Country

State

Create or Update Contact