An automated workflow using integromat
Connects PandaDoc + OneDrive
Upload a completed PandaDoc document to OneDrive (or SharePoint)
About this workflow template
This automation scenario allows you to connect PandaDoc and OneDrive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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 OneDrive 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 OneDrive and OneDrive
Download a Document in PandaDoc
Downloads a document in PDF format.
Upload a File in OneDrive
Uploads a file.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Upload a completed PandaDoc document to OneDrive (or SharePoint).
Part I
Configure Applications
First, we need to connect PandaDoc and OneDrive 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 OneDrive to Make.com.
Give Make.com access to your OneDrive account, using OneDrive 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 OneDrive
Choose this action: Upload a File (Uploads a file.).
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 OneDrive.
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 Upload a completed PandaDoc document to OneDrive (or SharePoint)!
Related Automation Templates
Supported triggers and actions
New file
Triggers when a new file is added in a folder.
triggerbyzapierautomateiopabbly-connectWatch files/folders
Triggers when a file or folder is created or updated.
triggerbyintegromatNew folder
Triggers when a new folder is added.
triggerbyzapierautomateioNew file in folder
This Trigger fires every time a new file is created in the folder you specify.
triggerbyiftttNew photo in folder
This Trigger fires every time a new photo is created in the folder you specify.
triggerbyiftttNew file matching search in folder
This trigger fires every time a new file whose filename or file contents contains the words you specify is added to the folder you specify
triggerbyifttt
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
OneDrive, Microsoft's file sync app, offers seamless access to your files across devices. Store, edit, and manage your important documents, photos, and videos securely in the cloud.
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.
