There are two different ways you can use this Zap. The first is for all documents completed within a workspace to be uploaded into a Google Drive. The second is for a specific type of Document to upload into your Google Drive.
All Documents uploaded to Google Drive:
Simply click here and scroll down to select Google Drive. From here you will select two things: the Trigger and the Action.
Trigger = What happens in PandaDoc to start this Zap.
In this case, we will pick ‘Document Completed’. This means Zapier will be looking for any document that is completed to start this automated workflow.
Action = An event that completed this Zap.
In this case we will pick, ‘Upload File’.
So, when a Document is Completed, Zapier will automatically upload the PDF version of the document into the connected Google Drive.
Once these are selected and your PandaDoc and Google Drive accounts are connected in Zapier simply click 'Turn on Zap'.
Uploading Specific Documents into a Specific Google Drive Folder
Now that we have the basic connection and setup down, we will create a Zap that uses a specific Template that when a document is created and completed from this template it will add a PDF copy to a preselected Google Drive Folder.
The first part of this setup is the same as above, but before you click ‘Turn on Zap, to the left you will click on ‘Go to Advanced Mode’.
Once the page is loaded, click on the ‘Document Completed in PandaDoc’ section and under ‘Customize Document’ pick a template from the drop down menu. Click continue when the Template has been chosen.
Now, click ‘Test trigger’
When you get the confirmation that a Document was found, click Continue.
**Please note that you must first be sure that a Document has already been created from this template. If this is a new template and no documents have been created and completed, please navigate back to PandaDoc and create, send, and complete a test document.**
Next, click ‘Continue’ in the ‘Upload File in the Google Drive’ section.
Zapier will confirm that the drive listed is the correct drive, click ‘Continue’. Here you will see ‘Folder’, from this dropdown you will select the Folder you wish to direct all of the documents created and completed from the previously selected template then click ‘Continue’.
Next, you will click ‘Test & Continue’ to verify the connection and the Google Drive folder. If this is successful, you can then click ‘Turn on Zap’.
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