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SharePoint automations

Automatically upload completed PandaDoc documents to SharePoint. Learn how to set up the automation recipe.

Updated yesterday

Availability: External Automations feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan.

How to move a document to SharePoint

Important: Ensure you enable the "AllSites.Manage" permissions when registering the Workato app in Azure.

  1. Firstly, make sure to register the Workato application in the Azure AD by following the steps in this guide

  2. Select “When PandaDoc document status changed then upload PDF to SharePoint”

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  3. Select trigger status for any PandaDoc documents created from this template — you can choose between “Sent” and “Completed”

  4. Authorize connection between SharePoint and PandaDoc via Workato. You need to select Authorization code grant as the Authentication type and only provide the SharePoint subdomain

  5. Select Save

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Each time the document you create using this template is sent or completed (depending on your automation setup), it will be automatically uploaded to a newly created folder under Documents in your SharePoint account.

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