How can I accomplish the following: when PandaDoc document completed, send the document to SharePoint Document Library as a pdf file?
Thank you.
Question
When PandaDoc document completed send to SharePoint Document Library as pdf file
+14- Zapier Orchestrator & Solution Partner
Hi
Review the available Zap triggers/actions for each app:
- PandaDoc: https://zapier.com/apps/pandadoc/integrations#triggers-and-actions
- SharePoint: https://zapier.com/apps/sharepoint/integrations#triggers-and-actions
How to send files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453
See screenshots below.
+5- Zapier Solution Partner
Hello
You can set this up with a simple 2 step Zap:
-
Trigger: PandaDoc
Event: Document Completed -
Action: SharePoint
Event: Upload File (or Create File)
In the SharePoint step, map the File field to the PDF file object from the PandaDoc trigger. If PandaDoc only provides a download link instead of a file object, add a Webhooks by Zapier step to perform a GET request and pass the returned file into SharePoint.
If you can share what fields you’re seeing from PandaDoc, we can help fine tune the setup
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
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