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Connect PandaDoc to Dropbox

Use 5 documented PandaDoc triggers to run 19 documented Dropbox actions.

5 source triggers
19 target actions
Reverse direction supported

Why Connect PandaDoc & Dropbox?

Start with a PandaDoc event

Choose from 5 documented triggers, including Document Creation Failed (Instant), Document Deleted (Instant), Document State Changed (Instant).

Run a Dropbox action

Send the event into one of 19 documented actions, such as Create a Text File, Create folder, Create or Append to a Text File.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

PandaDoc logo

PandaDoc

Triggers (5)

Document Creation Failed (Instant)

Emit new event when a document failed to be created. See the documentation here

webhook
Document Deleted (Instant)

Emit new event when a document is deleted. See the documentation here

webhook
Document State Changed (Instant)

Emit new event when a document's state is changed. See the documentation here

webhook
Document Updated (Instant)

Emit new event when a document is updated. See the documentation here

webhook
Recipient Completed (Instant)

Emit new event when a recipient completes a document. See the documentation here

webhook

Actions (18)

Create Document Attachment

Adds an attachment to a document. See the documentation here

Create Document From File

Create a document from a file or public file URL. See the documentation here

Create Document From Template

Create a Document from a PandaDoc Template. See the documentation here

Create Folder

Create a new folder to store your documents. See the documentation here

Create or Update Contact

This method adds or updates a contact using the email as index. See the documentation here

Download Document

Download a document as PDF. See documentation here

Download Protected Document

Download a completed document as a verifiable PDF. See documentation here

Get Document Details

Return detailed data about a document. See the documentation here

Get Document Status

Get basic status info about a document. See documentation here

List Completed Document Id Options

Retrieves available options for the Completed Document Id field.

List Contacts

List all contacts within an account. See the documentation here

List Document Attachments

Returns a list of attachments associated with a specified document. See the documentation here

List Document Folder Id Options

Retrieves available options for the Document Folder Id field.

List Document Id Options

Retrieves available options for the Document Id field.

List Documents

List documents, optionally filtering by a search query or tags. See the documentation here

List Folders

List folders which contain Documents. See the documentation here

List Template Id Options

Retrieves available options for the Template Id field.

Send Document

Move a document to sent status and send an optional email. See the documentation

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Dropbox

Triggers (3)

New File

Emit new event when a new file is added to your account or a specific folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

polling
New Folder

Emit new event when a new folder is created. Make sure the number of files/folders in the watched folder does not exceed 4000.

polling
New or Modified File or Folder

Emit new event when a file or folder is added or modified. Make sure the number of files/folders in the watched folder does not exceed 4000.

polling

Actions (19)

Create a Text File

Creates a brand new text file from plain text content you specify. See the documentation

Create folder

Create a Folder. See the documentation

Create or Append to a Text File

Adds a new line to an existing text file, or creates a file if it doesn't exist. See the documentation

Create/Update a Share Link

Creates or updates a public share link to the file or folder (It allows you to share the file or folder with anyone). See the documentation

Delete a File/Folder

Permanently removes a file/folder from the server. See documentation

Download and Export

Export a file from a user's Dropbox. If file is not exportable, it will be downloaded in original format. See the documentation

Download File Preview

Download a file preview from Dropbox. See the documentation

Download File to TMP

Download a specific file to the temporary directory. See the documentation.

Get Shared Link File

Get a file from a shared link. See the documentation

Get Shared Link Metadata

Retrieves the shared link metadata for a given shared link. See the documentation

List All Files/Subfolders in a Folder

Retrieves a list of files or subfolders in a specified folder See the documentation

List File Revisions

Retrieves a list of file revisions needed to recover previous content. See the documentation

List Shared Links

Retrieves a list of shared links for a given path. See the documentation

Move a File/Folder

Moves a file or folder to a different location in the user's Dropbox See the documentation

Rename a File/Folder

Renames a file or folder in the user's Dropbox See the documentation

Restore a File

Restores a previous file version. See the documentation

Search files and folders

Searches for files and folders by name. See the documentation

Upload a File

Uploads a file to a selected folder. See the documentation

Upload Multiple Files

Uploads multiple file to a selected folder. See the documentation

Integration Features

5 documented PandaDoc triggers
19 documented Dropbox actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Dropbox to PandaDoc direction

Capability Examples

PandaDoc trigger → Dropbox action

Catalog example
PandaDocPandaDoc

Document Creation Failed (Instant)

DropboxDropbox

Create a Text File

Dropbox trigger → PandaDoc action

Reverse direction
DropboxDropbox

New File

PandaDocPandaDoc

Create Document Attachment

How It Works

1

Connect Apps

Authenticate your PandaDoc and Dropbox accounts

2

Choose a Trigger

Select a documented PandaDoc event

3

Choose an Action

Select the documented Dropbox operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 5 documented PandaDoc triggers.

Automated Actions

Run one of 19 documented Dropbox actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Dropbox to PandaDoc for bidirectional automation

View Integration
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All PandaDoc Integrations

Explore all available PandaDoc connections

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All Dropbox Integrations

Explore all available Dropbox connections

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