An automated workflow using integromat
Connects PandaDoc + Dropbox
Send new PandaDoc documents to Dropbox
About this workflow template
This automation scenario allows you to connect PandaDoc and Dropbox
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
PandaDoc and Dropbox can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in PandaDoc
Watch Documents in PandaDoc
Triggers when a document event occurs according to the event parameter.
Then these actions happen in Dropbox and Dropbox
Download a Document in PandaDoc
Downloads a document in PDF format.
Upload a File in Dropbox
Uploads a file to a selected folder.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new PandaDoc documents to Dropbox.
Part I
Configure Applications
First, we need to connect PandaDoc and Dropbox to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect PandaDoc to Make.com.
Give Make.com access to your PandaDoc account, using PandaDoc credentials.
Connect Dropbox to Make.com.
Give Make.com access to your Dropbox account, using Dropbox credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for PandaDoc
Choose the following trigger: Watch Documents (Triggers when a document event occurs according to the event parameter.).
Then set up an Action for PandaDoc
Choose this action: Download a Document (Downloads a document in PDF format.).
Then set up another Action for Dropbox
Choose this action: Upload a File (Uploads a file to a selected folder.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between PandaDoc and Dropbox.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send new PandaDoc documents to Dropbox!
Supported triggers and actions
New file in folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
triggerbyzapierautomateioNew file in your folder
This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
triggerbyiftttNew or modified file or folder
New or modified file or folder
triggerbypipedreamNew folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
triggerbyzapierautomateiopipedreamWatch files
Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.
triggerbyintegromatNew file
Triggers when a new file is added to a specific folder.
triggerbypabbly-connectpipedream
Create document
Create a document from a template.
actionbyzapierintegratelypabbly-connectalbatoCreate or update contact
Create a new contact or update an existing one.
actionbyzapierpipedreamDownload a document
Downloads a document in PDF format.
actionbyintegromatCreate a document
Creates a new document.
actionbyintegromatGet a document
Gets the details of a document.
actionbyintegromatApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
actionbyzapier
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
