It is very easy to integrate PandaDoc with Dropbox via Zapier. Here’s a short guide on how to do it:
- Go to the left-side panel and then click 'Create'.
- Choose 'Zaps' from the list of options.
- After that, click 'Trigger' to start the integration process.
- Search for 'PandaDoc' and select it as the Trigger app.
- Next, choose your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards, then log into your PandaDoc account.
- Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.
- Click 'Continue' to proceed.
- Provide the required information to set up the Trigger accordingly.
- Once done, click 'Continue'.
- Tap 'Test Trigger' to run your inputs.
- Click 'Continue' afterwards.
- Following that, find 'Dropbox' and select it as the Action app.
- Next, click the drop-down menu and choose the specific 'Action Event' you prefer to use.
- Tap 'Sign In' and then log into your Dropbox account.
- Once done, click 'Continue'.
- Fill out the input fields with the required information.
- Following that, click 'Continue' to publish and activate the integration.
- After completing these steps, your PandaDoc account will be integrated instantly with Dropbox.