PandaDoc + Trello + Dropbox Integrations

How to connect PandaDoc + Trello + Dropbox

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Do even more with PandaDoc + Trello + Dropbox

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PandaDoc, Trello, and Dropbox. And don’t forget that you can add more apps and actions to create complex workflows.

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
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
- 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
New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It

- Board
  If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
- List
  Further filter activity by list. Requires a board to be selected.
- Card
Trigger
Scheduled
Try It
- ActivityRequired
  Only trigger for this type of activity/action.
Trigger
Instant
Try It
- Board
  Choosing a board will trigger only for cards due on that board.
- Time Before
  How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
  Only trigger for new checklists in this board.
Trigger
Scheduled
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
  Pick a board that contains the card with the checklist you want to add an item to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card with the checklist you want to add an item to.
- ChecklistRequired
  Pick the checklist you want to add an item to.
- Checklist Item NameRequired
- Checklist Item Position
  You can choose a specific number if you want.
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
  Trello uses Markdown formatting syntax.
- Label
  Pick a color label to apply to the card.
- Custom Labels
  Type names for custom labels (non-existing will be created).
- Card Position
  You can choose a specific number if you want.
- Member
  Requires a board to be selected.
- Due Date
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
- Checklist Name
  Leave this blank if you don't want to add a checklist.
- Checklist Items
Action
Write
- Board
  Pick a board that contains the card you want to add an attachment to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the attachment to.
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to move.
- From List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to move.
- To Board
  Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
- To ListRequired
  Pick the list to move the card to.
Action
Write
- Board
  Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to update.
- Card Name
  Leave this blank if you do not want to update the name.
- Card Description
  Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
- Card Due Date
  Leave this blank if you do not want to update the due date.
- Due Complete
- Card Position
  Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
Action
Write
- BoardRequired
  Choose a board to close.
Action
Write
- BoardRequired
  Pick a board that contains the card with the checklist item you want to complete.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card with the checklist item you want to complete.
- ChecklistRequired
  Pick the checklist which has the item you want to complete.
- Checklist ItemRequired
  Pick the checklist item you want to complete.
Action
Write
- Board
  Pick a board that contains the card with the checklist you want to add an item to.
- List
  Filter cards below by list. Requires a board to be selected.
- Card
  Pick the card with the checklist you want to add an item to.
- ChecklistRequired
  Pick the checklist you want to add an item to.
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
  Pick a board that contains checklist you're looking for.
- List
  Filter cards below by list. Requires a board to be selected.
- Card
  Pick the card that contains the checklist you're looking for.
- SearchRequired
  Search by matching Checklist Name.
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Search or write
- FolderRequired
  Check a specific folder for new folders. Keep clicking to go inside folders. Please note: new folders added to folders inside the folder you choose here will NOT trigger this Zap.
Trigger
Scheduled
Try It
- FolderRequired
  Parent folder, like /TextFiles/ or /Documents/Taxes/.
- Folder NameRequired
Action
Write
- FileRequired
  File you would like to move. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as /Folder1/Folder2/File Name.pdf
- New LocationRequired
  Where to move the file.
Action
Write
- FolderRequired
  Where to find the file that will be updated, or where to create the new file.
- File NameRequired
  Specify the name of the file. ".txt" will always be appended as the file extension.
- File ContentRequired
  Plain text content to append to the text file.
Action
Write
- PathRequired
  The path to be shared by the shared link, e.g. /Documents/Taxes or /Documents/Taxes/notes.txt.
- Requested Visibility
  The access permission that can be requested by the caller for the shared link. Note that the final resolved visibility of the shared link takes into account other aspects, such as team and shared folder settings.
- Link Password
  If Requested Visibility is Password this is needed to specify the password to access the link.
- Expires At
  Expiration time of the shared link. By default the link won't expire.
Action
Write
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- Folder NameRequired
- Include Deleted Folders?
Action
Search
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- Search TermRequired
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Action
Search

- 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
- Board
  Choosing a board will trigger on all new cards on that board.
- List
  Requires a board to be selected.
- Filter
Trigger
Scheduled
Try It
- Board
  If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
- List
  Further filter activity by list. Requires a board to be selected.
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
  List where the card was moved to.
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Write
- Board
  Pick a board that contains the card you want to archive.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to archive.
Action
Write
- BoardRequired
  Pick a board that contains the label you want to add.
- LabelRequired
  Requires a board to be selected.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the label to.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to add members to.
- Member(s)Required
  Requires a board to be selected.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add members to.
Action
Write
- Board
  Pick a board that contains the card you want to add the checklist to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the checklist to.
- Checklist NameRequired
- Checklist to Copy
  Requires a board to be picked.
- Checklist Items
  If you're copying a checklist, these will be added after its items.
- Checklist Position
  You can choose a specific number if you want.
Action
Write
- Board
  Filter cards below by board.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
  Choose a board to copy.
- NameRequired
  Enter the name of your new board.
- Organization
  Add the board to an organization (it'll be in your Personal Boards if left blank).
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Write
- BoardRequired
  Pick a board to add the label to.
- Label NameRequired
- Color
  Pick a color for the label.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to remove the label from.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to remove the label from.
- LabelRequired
  Requires a board to be selected.
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
  Pick a board that contains checklist you're looking for.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card that contains the checklist you're looking for.
- ChecklistRequired
  Pick the checklist that contains the checklist item you're looking for.
- SearchRequired
  Search by matching Checklist Item Name.
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
  Pick a board to add the label to.
- Label NameRequired
- Color
  Pick a color for the label.
Action
Search or write
- BoardRequired
  Pick a board that contains the card you want to add the checklist to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the checklist to.
- SearchRequired
  Search by matching Checklist Name.
- Checklist NameRequired
- Checklist to Copy
  Requires a board to be picked.
- Checklist Items
  If you're copying a checklist, these will be added after its items.
- Checklist Position
  You can choose a specific number if you want.
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
  Trello uses Markdown formatting syntax.
- Label
  Pick a color label to apply to the card.
- Custom Labels
  Type names for custom labels (non-existing will be created).
- Card Position
  You can choose a specific number if you want.
- Member
  Requires a board to be selected.
- Due Date
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
- Checklist Name
  Leave this blank if you don't want to add a checklist.
- Checklist Items
Action
Search or write
- FolderRequired
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Trigger
Scheduled
Try It
- FolderRequired
  Where to save the file.
- FileRequired
  Must be a file object from another service (or some URL).
- Overwrite
  Whether we should overwrite this file (if one of the same name exists) or not.
- Specify File Name
  Advanced: By default, we use the same name as the file from the trigger. If you need to change the name, enter a value here. The original file extension will be appended.
- Specify File Extension
  Advanced: If you specify a file name, you can also specify an extension (include the initial ".").
Action
Write
- FolderRequired
  Where to save the new file.
- File NameRequired
  Specify the name of the file. ".txt" will always be appended as the file extension.
- File ContentRequired
  Plain text content to put inside the new text file.
- Overwrite
  Whether we can overwrite this file (if one of the same name exists) or not.
Action
Write
- FileRequired
  File you would like to rename. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as /Folder1/Folder2/File Name.pdf
- New NameRequired
  What you'd like to rename the file too (without extension, ie .pdf).
Action
Write
- Api Docs Info
  API docs for Dropbox are located here http://dropbox.github.io/dropbox-sdk-js/Dropbox.html
- 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
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- File NameRequired
- Include Deleted Files?
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Action
Search

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How PandaDoc + Trello + Dropbox Integrations Work

Step 1: Authenticate PandaDoc, Trello, and Dropbox.
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 + Trello + Dropbox

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 Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

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About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

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PandaDoc + Trello + Dropbox Integrations

How to connect PandaDoc + Trello + Dropbox

Do even more with PandaDoc + Trello + Dropbox

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 Board

Card Archived

Board

List

Card

New Activity

ActivityRequired

Card Due

Board

Time Before

Time Before (Unit)

Status

Only cards where you're a member?

New Checklist

BoardRequired

New Label Added to Card

BoardRequired

Label

New Member on Board

BoardRequired

Create Checklist Item in Card

BoardRequired

List

CardRequired

ChecklistRequired

Checklist Item NameRequired

Checklist Item Position

Create Card

BoardRequired

ListRequired

NameRequired

Description

Label

Custom Labels

Card Position

Member

Due Date

File Attachments

URL Attachments

Checklist Name

Checklist Items

Add Attachment to Card

Board

List

CardRequired

File Attachments

URL Attachments