PandaDoc integration with Box
How to Upload PDF to Box when PandaDoc documents are completed
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Upload PDF to Box when PandaDoc documents are completed" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Box integrations
Take the manual work out of uploading, sharing, and getting feedback on Box. Your cloud storage can be more than an online file drawer: Use Box with Nekton to automatically create files, folders, events, or comments from events in other apps. Nekton can also monitor when there are new files uploaded or tasks assigned to you in Box and automatically trigger alerts and actions in other apps you use.
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Box actions
Nekton can use any feature that is available in Box API.
Using our advanced AI, you can easily create custom automations for Box.
Here are some typical actions you can do in your automated workflows.
Add Comment to File
Adds a comment to a file.
Create Folder
Creates a brand new folder at the path you specify.
Create Text File
Creates a brand new text (.txt) file from plain text content you specify.
Find a File
Search for a specific file by name.
Add User as Collaborator
Adds an individual user as a collaborator on a folder.
Upload File
Copy an already-existing file from another service to Box.
About Box
Box lets you keep all your businesses files in one place for simple online collaboration.