How to Connect Dropbox to PandaDoc

Quick summary

This tutorial shows you how to connect Dropbox to PandaDoc using a Zapier automation (Zap) that triggers on Dropbox file events and automatically performs actions in PandaDoc. Follow the steps below to set up, test, and publish your Zap without writing any code.

Steps

1. Click 'Zap' to create a new Zap from the Zapier home screen.
2. Click on the 'Trigger' field to begin selecting your trigger event.
3. Search for and select 'Dropbox' as your trigger app.
4. Choose a trigger event from the Dropbox event list.
5. Connect your Dropbox account to authorize Zapier access.
6. Map your trigger details and click 'Continue' to proceed.
7. Click 'Test trigger' to verify Dropbox is sending data correctly.
8. Search for and select 'PandaDoc' as the action app.
9. Select an action event for PandaDoc from the available options.
10. Select the specific action event to confirm your PandaDoc action step.
11. Configure the action details and click 'Continue' to move forward.
12. Select 'Test step' to verify the PandaDoc action runs successfully.
13. Once the test passes, click 'Publish' to activate your live Zap.