Dropbox + PandaDoc

Create new Dropbox text files for sent PandaDoc documents

Save time and stay organized by automating your document management process. With this workflow, when a document is sent through PandaDoc, a text file will be created and stored in your Dropbox account. This ensures your important files are always backed up and easily accessible, eliminating the need for manual organization.

When this happens...
Document Sent
Triggers when a document is sent.
TriggerInstant
automatically do this!
Create Text File
Creates a brand new text file from plain text content you specify.
ActionWrite

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Supported triggers and actions

What does this mean?

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Space
- FolderRequired
- Include files in subfolders?
Trigger
Scheduled
Try It

- Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
Trigger
Scheduled
Try It
- Space
- Folder PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- FileRequired
- Overwrite
- Specify File Name
- Specify File Extension
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Overwrite
Action
Write
- Space
- FileRequired
- New NameRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- File NameRequired
- Include Deleted Files?
- Include file contents?
Action
Search

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
Trigger
Scheduled
Try It
- Space
- File PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- Folder NameRequired
Action
Write
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
Action
Write
- Space
- PathRequired
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- Folder NameRequired
- Include Deleted Folders?
Action
Search
- Space
- FolderRequired
- Search TermRequired
- Include file contents?
Action
Search

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Learn more

Related categories

File Management & Storage

Similar apps

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

Related categories

Documents

Similar apps

Related Zap Templates

Create PandaDoc documents from new Dropbox folders

Create text files in Dropbox for newly paid PandaDoc documents

Dropbox + PandaDoc

Create new Dropbox text files for sent PandaDoc documents

Document Completed

Source

Document Paid

Source

Create Attachment

Create Document

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

New Folder

Space

Include files in subfolders?

New or Updated File

Space

File

Include files in subfolders?

Include file contents?

Delete Folder

Space

Important Information

Upload File

Space

Overwrite

Specify File Name

Specify File Extension

Create Text File

Space

Overwrite

Rename File

Space

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find File

Space

Include files in subfolders?

Include Deleted Files?

Include file contents?

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

First name

Last name

Company

Phone

Title

Street Address

City

Postal Code

Country

State

Create or Update Contact

First name

Last name

Company

Phone

Job Title

Street Address

City

Postal Code