1.Catches completed document
Integrate PandaDoc, onboarding tools, and form systems to capture completed PDF outputs and recipient details for routing.
Upload completed onboarding PDF and update employee contact
Automatically monitor completed onboarding forms across PandaDoc, Dropbox, and HR API updates. Create and update when onboarding form completed, signed PDF generated, or recipient email capturedβso you can upload files, add folder links, and update contacts without manual paperwork.
How this automation protects onboarding document access
When completed onboarding PDFs get stored in scattered places, coordinators lose time finding the right file and link. This automation catches completed documents, uploads them to the correct folder, and posts folder links back to HR recordsβso your team can act faster.
PandaDocor swap with your favorite app
2.Downloads completed PDF
Integrate PandaDoc and document workflows to download the completed PDF and map recipient data to filename variables.
3.Finds token record
Integrate Zapier Tables and credential storage to look up the matching token record and retrieve expiry and refresh values.
Zapier Tablesor swap with your favorite app
4.Refreshes token and folder
Integrate Code by Zapier and token management to refresh access when needed and ensure the employee folder exists.
Code by Zapieror swap with your favorite app
5.Uploads file to folder
Integrate Dropbox and file storage tools to upload the PandaDoc PDF into the returned folder path.
Dropboxor swap with your favorite app
6.Posts contact update
Integrate Webhooks by Zapier and HR APIs to update the contact folder field with the returned internal link.
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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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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