PandaDoc + Zoho CRM + Zoho WorkDrive Integrations

How to connect PandaDoc + Zoho CRM + Zoho WorkDrive

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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PandaDoc, Zoho CRM, and Zoho WorkDrive. And don’t forget that you can add more apps and actions to create complex workflows.

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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It

- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- Team
- Team FolderRequired
- Folder
Trigger
Scheduled
Try It
- Team
- Team FolderRequired
- Folder
- File NameRequired
- File ContentRequired
- Overwrite File?Required
Action
Write
- TeamRequired
- NameRequired
- Is Public ?Required
- Description
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- File NameRequired
Action
Search
- TeamRequired
- Team FolderRequired
- Folder NameRequired
- Folder Creation Date Range
- Folder
Action
Search or write

- 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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- Team
- Team FolderRequired
- Folder
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- Team
- Team FolderRequired
- Folder
- Folder NameRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- FileRequired
- File Name
- Overwrite File?Required
Action
Write
- OrganizationRequired
- Search TermRequired
- Team
- Team Folder
- File Type
- File Creation Date Range
Action
Search
- OrganizationRequired
- Team
- Team Folder
- Folder NameRequired
- Folder Creation Date Range
Action
Search
- OrganizationRequired
- Team
- Team FolderRequired
- Folder NameRequired
- Folder Creation Date Range
- Folder
Action
Search or write

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How PandaDoc + Zoho CRM + Zoho WorkDrive Integrations Work

Step 1: Authenticate PandaDoc, Zoho CRM, and Zoho WorkDrive.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect PandaDoc + Zoho CRM + Zoho WorkDrive

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 Help

Related categories

Documents

Similar apps

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

About Zoho WorkDrive

Zoho WorkDrive is an online team file manager. It gives you a secure, shared workspace, new ways to share files, and simplifies team management.

PandaDoc + Zoho CRM + Zoho WorkDrive Integrations

How to connect PandaDoc + Zoho CRM + Zoho WorkDrive

Do even more with PandaDoc + Zoho CRM + Zoho WorkDrive

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 Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

File name

Convert Lead

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

Trigger

Create/Update Module Entry

Trigger

duplicate check fields

Find Module Entry

Optional Copy

Field name 2

Value 2

Create Module Entry

Optional Copy

Field name 2

Value 2

Trigger

New Folder

Team

Folder

Create File From Text

Team

Folder

Create Team Folder

Description

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find File by Name

Find or Create Folder

Folder Creation Date Range

Folder

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

First name

Last name

Company

Phone

Title