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PandaDoc

Create, list, and send documents with PandaDoc.

OtherAPI key8 actionsAll integrations

On this page
  1. Connect
  2. Call it from a workflow
  3. Actions (8)
  4. createAttachment
  5. createDocumentFromTemplate
  6. createOrUpdateContact
  7. downloadDocument
  8. findDocument
  9. getDocumentAttachments
  10. custom_api_call
  11. getDocumentDetails
  12. Details

Connect

Auth type: API key (secret_text). Paste the API key (or token) from the provider's settings into the connect dialog. It is encrypted at rest and only decrypted on the server when an action runs.

  • In the editor: Backend panel, Integrations tab, then Connect. This connects it for the project.
  • For every project in a workspace: Workspace settings, Integrations.
  • Owners and admins choose which integrations members may connect in the admin panel (Integrations tab), and can attach their own OAuth app there.

Call it from a workflow

Pass the action name and its input. The call resolves with { success, output, error? }; a missing connection resolves with success false and the reason. See ctx.integrations.invoke and ctx.integrations.call.

Native workflow
// .workflow.js (native ctx)
export async function run(ctx) {
  const res = await ctx.integrations.invoke("pandadoc", "createAttachment", {
    "document_id": "<document_id>",
    "source": "<file url>"
  });
  if (!res.success) throw new Error(res.error);
  ctx.log.info("PandaDoc answered", { output: res.output });
}
defineWorkflow module
// defineWorkflow module (@app/sdk ctx)
import { defineWorkflow } from "@app/sdk";

export default defineWorkflow({
  id: "pandadoc-createattachment",
  name: "PandaDoc: Create Attachment",
  description: "Calls PandaDoc when a row is created.",
  trigger: { type: "entity_event", entity: "tickets", event: "created" },
  async run(ctx, event) {
    const res = await ctx.integrations.call("pandadoc", {
      "action": "createAttachment",
      "document_id": "<document_id>",
      "source": "<file url>"
    }) as { success: boolean; error?: string };
    if (!res.success) throw new Error(res.error);
  },
});
From an app (connector proxy)
curl -X POST "$APP_ORIGIN/__appbricx/connector-proxy/pandadoc/createAttachment" \
  -H "Authorization: Bearer $APP_KEY" \
  -H "content-type: application/json" \
  -d '{"props":{"document_id":"<document_id>","source":"<file url>"}}'

Actions

createAttachmentin catalog

Create Attachment. Adds an attachment to a document.

InputTypeDescription
document_idrequiredid (picked from your account)Select a document from your PandaDoc workspace
sourcerequiredtextURL link to the file to be attached to the document
nameoptionaltextOptional name to set for the uploaded file.

createDocumentFromTemplatein catalog

Create Document from Template. Creates a document from a PandaDoc Template.

InputTypeDescription
template_uuidrequiredid (picked from your account)Select a template from your PandaDoc workspace
namerequiredtextName the document you are creating
recipientsrequiredarrayList of recipients to whom the document will be sent
fieldsoptionalobject (depends on other props)Template Fields
tokensoptionalarrayPass values for the variables in the template
folder_uuidoptionalid (picked from your account)Select a folder from your PandaDoc workspace
tagsoptionalarrayTag the document for filtering and organization
metadataoptionalobjectAdditional data in key-value format to associate with document

createOrUpdateContactin catalog

Create or Update Contact. Creates a new or update an existing contact.

InputTypeDescription
contact_idoptionalid (picked from your account)Select a contact to update. Leave empty to create a new contact.
emailoptionaltextAn email address of the contact
first_nameoptionaltextContact's first name
last_nameoptionaltextContact's last name
companyoptionaltextContact's company name
job_titleoptionalone of "CEO" | "CTO" | "CFO" | "COO" | "President" | "Vice President" | "Director" | "Manager" | "Sales Manager" | "Sales Representative" | "Account Manager" | "Business Development Manager"Select a common job title or choose "Other" to enter a custom title
custom_job_titleoptionaltextEnter a custom job title (only used if "Other" is selected above)
industryoptionalone of "Technology" | "Software" | "Financial Services" | "Healthcare" | "Manufacturing" | "Retail" | "E-commerce" | "Education" | "Consulting" | "Real Estate" | "Construction" | "Legal Services"Select an industry or choose "Other" to enter a custom industry
custom_industryoptionaltextEnter a custom industry (only used if "Other" is selected above)
phoneoptionaltextA phone number
countryoptionalone of "United States" | "Canada" | "United Kingdom" | "Australia" | "Germany" | "France" | "Spain" | "Italy" | "Netherlands" | "Sweden" | "Norway" | "Denmark"Select a country or choose "Other" to enter a custom country
custom_countryoptionaltextEnter your country name (only used if "Other" is selected above)
stateoptionalone of "Alabama" | "Alaska" | "Arizona" | "Arkansas" | "California" | "Colorado" | "Connecticut" | "Delaware" | "Florida" | "Georgia" | "Hawaii" | "Idaho"Select a state/province or choose "Other" to enter a custom value
custom_stateoptionaltextEnter your state/province name (only used if "Other" is selected above)
street_addressoptionaltextA street address
cityoptionaltextA city name
postal_codeoptionaltextA postal code

downloadDocumentin catalog

Download Document. Downloads a document as PDF.

InputTypeDescription
document_idrequiredid (picked from your account)Select a document from your PandaDoc workspace
separate_filesoptionalbooleanDownload document bundle as a zip archive of separate PDFs (1 file per section)
watermark_textoptionalone of "CONFIDENTIAL" | "DRAFT" | "COPY" | "SAMPLE" | "FOR REVIEW ONLY" | "INTERNAL USE ONLY" | "PROPRIETARY" | "PRELIMINARY" | "FINAL" | "APPROVED" | "VOID" | "DUPLICATE"Select common watermark text or choose "Custom" to enter your own
custom_watermark_textoptionaltextEnter custom watermark text (only used if "Custom" is selected above)
watermark_coloroptionalone of "#FF0000" | "#0000FF" | "#00FF00" | "#000000" | "#808080" | "#FF7F00" | "#800080" | "custom"Select a watermark color or use custom HEX code
custom_watermark_coloroptionaltextEnter a custom HEX color code (e.g., #FF5733). Only used if "Custom HEX Code" is selected above.
watermark_font_sizeoptionalnumberFont size of the watermark text
watermark_opacityoptionalnumberOpacity of the watermark (0.0 to 1.0)

findDocumentin catalog

Find Document(s). Finds documents based various filter.

InputTypeDescription
qoptionaltextSearch documents by name or reference number
idoptionaltextSearch for document by its specific ID
statusoptionalone of "0" | "1" | "2" | "3" | "4" | "5" | "6" | "7" | "8" | "9" | "10" | "11"Filter documents by status
status__neoptionalone of "0" | "1" | "2" | "3" | "4" | "5" | "6" | "7" | "8" | "9" | "10" | "11"Exclude documents with this status
template_idoptionalid (picked from your account)Filter by parent template (cannot be used with Form)
form_idoptionalid (picked from your account)Select a form from your PandaDoc workspace
folder_uuidoptionalid (picked from your account)Select a folder from your PandaDoc workspace
contact_idoptionalid (picked from your account)Select a contact from your PandaDoc workspace
membership_idoptionalid (picked from your account)Select a workspace member
tagoptionalone of "contract" | "proposal" | "quote" | "invoice" | "agreement" | "nda" | "employment" | "vendor" | "client" | "urgent" | "priority" | "review"Select a common tag or choose "Custom" to enter your own
custom_tagoptionaltextEnter a custom tag (only used if "Custom" is selected above)
created_fromoptionaldate-time (ISO)Include only documents created on or after this date
created_tooptionaldate-time (ISO)Include only documents created before this date
completed_fromoptionaldate-time (ISO)Include only documents completed on or after this date
completed_tooptionaldate-time (ISO)Include only documents completed before this date
modified_fromoptionaldate-time (ISO)Include only documents modified on or after this date
modified_tooptionaldate-time (ISO)Include only documents modified before this date
deletedoptionalbooleanReturn only deleted documents
countoptionalnumberNumber of documents to return (default: 50, max: 100)
pageoptionalnumberPage number for pagination (starts with 1)

getDocumentAttachmentsin catalog

Get Document Attachment. Retrieves details of a specific attachment from a document.

InputTypeDescription
document_idrequiredid (picked from your account)Select a document from your PandaDoc workspace
attachment_idrequiredid (picked from your account)Select an attachment from the document

custom_api_call

Custom API Call. Make a custom API call to a specific endpoint

InputTypeDescription
urlrequiredobject (depends on other props)url
methodrequiredone of "GET" | "POST" | "PATCH" | "PUT" | "DELETE" | "HEAD"Method
headersrequiredobjectAuthorization headers are injected automatically from your connection.
queryParamsrequiredobjectQuery Parameters
body_typeoptionalone of "none" | "json" | "form_data" | "raw"Body Type
bodyoptionalobject (depends on other props)Body
response_is_binaryoptionalbooleanEnable for files like PDFs, images, etc.
failsafeoptionalbooleanNo Error on Failure
timeoutoptionalnumberTimeout (in seconds)
followRedirectsoptionalbooleanFollow redirects

getDocumentDetails

Get Document. Retrieves comprehensive document data.

InputTypeDescription
document_idrequiredid (picked from your account)Select a document from your PandaDoc workspace

Details

Id
pandadoc
Category
Other
Tags
documents, proposals, contracts, e-signature
Package
@activepieces/piece-pandadoc@0.1.4
Tier
Community

On this page

  1. Connect
  2. Call it from a workflow
  3. Actions (8)
  4. createAttachment
  5. createDocumentFromTemplate
  6. createOrUpdateContact
  7. downloadDocument
  8. findDocument
  9. getDocumentAttachments
  10. custom_api_call
  11. getDocumentDetails
  12. Details
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