PandaDoc + swiDOC

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 Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Archive Document
Archives a new document in swiDOC.
ActionWrite

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Supported triggers and actions

- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- FileRequired
- File NameRequired
- 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
- 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
- Message IDRequired
- Received At
- FromRequired
- 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.

Learn more