Databox + PandaDoc

Push custom data in Databox when new documents are sent in PandaDoc

Streamline your document management process with this handy workflow between PandaDoc and Databox. Once your document is sent within the PandaDoc system, this automation will conveniently push custom data to your Databox account. It's an effective solution to ensure important details from your documents are captured seamlessly, making your data tracking and reporting tasks less cumbersome and more accurate.

Streamline your document management process with this handy workflow between PandaDoc and Databox. Once your document is sent within the PandaDoc system, this automation will conveniently push custom data to your Databox account. It's an effective solution to ensure important details from your documents are captured seamlessly, making your data tracking and reporting tasks less cumbersome and more accurate.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    DataboxDatabox
    Push Custom Data

    Push any custom data to Databox.

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    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
databox logo
databox logo

About Databox

Databox is a modern Business Intelligence software for teams that need answers now. It offers BI without the complicated setup or long or long learning curve.
Learn more

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  • Business Intelligence

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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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  • Documents

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