Todoist + Google Drive + PandaDoc Integrations
How to connect Todoist + Google Drive + PandaDoc
Zapier lets you send info between Todoist, Google Drive, and PandaDoc automatically—no code required.
Do even more with Todoist + Google Drive + PandaDoc
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 Todoist, Google Drive, and PandaDoc. And don’t forget that you can add more apps and actions to create complex workflows.
Project
Leave it blank if you want to get completed tasks from all your projects.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTaskRequired
Either search for a task, or select a task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
The task to add the comment to.
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Either search for an existing task, or "Use a Custom Value" and select the "Task ID" from a previous step.
TitleRequired
Assigned To
Assign this task to the selected person.
Due Date (Human Formatted)
Supports human readable dates like "today" or "next friday". Read full datetime help here. If you are passing along a date from another calendar or todo system, you might try Due Date (Raw Formatted) instead!
Due Date (Raw Formatted)
This is a field that will get interpreted directly before being sent to Todoist, best used when using a datetime value from another calendar or todo system!
Priority
The priority of the task (this is usually a number between 1 and 4).
Labels
Any labels to add to this new task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFileRequired
File to Copy
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we name the new copy as "Copy of {original file name}".
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File NameRequired
File ContentRequired
Use plain text.
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
File IdRequired
Sharing PreferenceRequired
This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
Organization Domain
Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example:
yourcompany.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Drive are located here https://developers.google.com/drive/api/v3/reference
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSource
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First name
Last name
Company
Phone
Job Title
Street Address
City
Postal Code
Country
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Status
Template
Search for a document created from a specific template.
Form
Search for a document created from a specific form.
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
ProjectRequired
E-Mail AddressRequired
The person to be invited to the project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Either search for an existing task, or "Use a Custom Value" and select the "Task ID" from a previous step.
SectionRequired
Destination Section. The Task becomes the last task in the section.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
The project to add the comment to.
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
The default is your inbox project.
TitleRequired
Note
Use this to store additional extra text for this task. A note can be unlimited in size.
Section
Select any Section in any Project. Overrides Project field if the selected Section is not in the selected Project.
Assigned To
Assign this task to the selected person.
Due Date (Human Formatted)
Supports human readable dates like "today" or "next friday". Read full datetime help here. If you are passing along a date from another calendar or todo system, you might try Due Date (Raw Formatted) instead!
Due Date (Raw Formatted)
This is a field that will get interpreted directly before being sent to Todoist, best used when using a datetime value from another calendar or todo system!
Priority
The priority of the task (this is usually a number between 1 and 4).
Labels
Any labels to add to this new task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Todoist are located here https://developer.todoist.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Only supports searching by name. More advanced searches - such as using Todoist filters - are not supported.
Project
Search for tasks within the selected project. If left blank, then all projects are searched.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Only supports searching by name. More advanced searches - such as using Todoist filters - are not supported.
Project
The default is your inbox project.
TitleRequired
Note
Use this to store additional extra text for this task. A note can be unlimited in size.
Section
Select any Section in any Project. Overrides Project field if the selected Section is not in the selected Project.
Assigned To
Assign this task to the selected person.
Due Date (Human Formatted)
Supports human readable dates like "today" or "next friday". Read full datetime help here. If you are passing along a date from another calendar or todo system, you might try Due Date (Raw Formatted) instead!
Due Date (Raw Formatted)
This is a field that will get interpreted directly before being sent to Todoist, best used when using a datetime value from another calendar or todo system!
Priority
The priority of the task (this is usually a number between 1 and 4).
Labels
Any labels to add to this new task.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Include Deleted
Should this trigger also on files that are deleted?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to Move
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
FolderRequired
Destination folder to move into. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
File to ReplaceRequired
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to create a shortcut to
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Destination folder for shortcut. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
ActionThis is an event a Zap performs.SearchFind existing data in your appFile NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSource
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document IDRequired
Attachment NameRequired
AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Todoist + Google Drive + PandaDoc Integrations Work
- Step 1: Authenticate Todoist, Google Drive, and PandaDoc.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.
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