1.Catches completed document
Integrate PandaDoc and document storage workflows to catch the completed document and map signed PDF and recipient fields.
Create employee folder, upload form, and update contact
Automatically catch completed employee information forms across PandaDoc and HR endpoints. Post onboarding documentation links when forms complete or contacts changeβso you can create folders, upload signed PDFs, and update staff records without manual file handling.
How this automation accelerates new hire documentation flow
When signed new hire documents stay scattered, onboarding stalls and contacts miss the correct folder link. This automation catches completed PandaDoc documents, creates Dropbox staff folders, and updates the HR contact endpointβso your team can onboard faster with correct paperwork.
PandaDocor swap with your favorite app
2.Finds token record
Integrate Zapier Tables and identity lookups to find the token record and return access token details when available.
Zapier Tablesor swap with your favorite app
3.Refreshes storage token
Integrate Code by Zapier and token validation to validate or refresh the storage access token using table token data.
Code by Zapieror swap with your favorite app
4.Creates folder and uploads PDF
Integrate Dropbox and file storage tools to create a staff folder and upload the signed PDF, returning a shareable link.
Dropboxor swap with your favorite app
5.Upserts contact with folder link
Integrate Webhooks by Zapier and HR contact endpoints to post contact identity fields and the folder link for create or update.
Webhooks by Zapieror swap with your favorite app
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Accelerate onboarding paperwork with automated document collection, signature routing, and file organization
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