PandaDoc + swiDOC

PandaDoc + swiDOC integrations

Archive newly completed PandaDoc documents in swiDOC

Without automation, tracking and archiving completed PandaDoc documents is prone to error and delay. This Zap archives each new completed document in swiDOC as soon as it’s finished. That way, you maintain an organized, tamper-proof archive of all finalized documents.

When this happens...
Document CompletedTriggers when a document is completed.
TriggerInstant
automatically do this!
Archive DocumentArchives a new document in swiDOC.
ActionWrite

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More things you can do with PandaDoc and swiDOC

Discover other triggers and actions you can use with PandaDoc and swiDOC

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
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- 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
- File
  Required
- File Name
  Required
- File Path
- Description
- Tags
- Archive Duration
- Search Attribute Names
- Search Attribute Values
Action
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
- Message ID
  Required
- Received At
- From
  Required
- To
- Cc
- Bcc
- Recipients (All)
- Subject
- Body (Text)
- Attachment Names
- Archive Duration
- Tags
- Folder
Action
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 swiDOC

swiDOC is a secure e-archiving solution that stores documents tamper-proof, keeps them organized, and accessible anytime.

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Documents