PandaDoc

What you can do

8 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

• Create AttachmentcreateAttachment
  Adds an attachment to a document.
• Create Document from TemplatecreateDocumentFromTemplate
  Creates a document from a PandaDoc Template.
• Create or Update ContactcreateOrUpdateContact
  Creates a new or update an existing contact.
• Download DocumentdownloadDocument
  Downloads a document as PDF.
• Find Document(s)findDocument
  Finds documents based various filter.
• Get Document AttachmentgetDocumentAttachments
  Retrieves details of a specific attachment from a document.
• Get DocumentgetDocumentDetails
  Retrieves comprehensive document data.
• Custom API Callcustom_api_call
  Make a custom API call to a specific endpoint

Set it up

About two minutes, once per project or once for the whole workspace.

1. Open Integrations in the builder

   Backend panel, Integrations tab, then PandaDoc. To connect it for every project, use Workspace settings, Integrations.

2. Add your credentials

   An API key (or token) from your PandaDoc account, pasted once. It is stored encrypted and only read on the server when an action runs.

   • API key From PandaDoc's settings
3. Call an action

   From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

   // .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 });
   }

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