rocketkind
Documents

PandaDoc

PandaDoc builds, sends and tracks documents for signature — proposals, quotes and contracts, usually generated from a template.

Authentication

  • API key
  • OAuth 2.0

Actions

Generic API request. Call any PandaDoc API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Create contactCreate a contact (POST contacts, JSON { email, firstname?, lastname?, company?
  • Create documentCreate a document, typically from a template (POST documents, JSON { name, templateuuid?, recipients, tokens?, fields?
  • Create document linkCreate a shareable session link for a recipient to view/sign a document (POST documents/{documentId}/session, JSON { recipient, lifetime?
  • Delete documentDestructiveDelete a document (DELETE documents/{documentId}).
  • Get document detailsGet a document's full details, including recipients, tokens, fields and pricing (GET documents/{documentId}/details).
  • Get document statusGet a document's current status and summary (GET documents/{documentId}).
  • List documentsList documents (GET documents), with optional search, status filter, count and template filter.
  • List templatesList templates (GET templates), with an optional count limit.
  • Send documentSend a document to its recipients (POST documents/{documentId}/send, JSON { message?, subject?, silent?

Triggers

  • Document state changed (webhook)Starts when a PandaDoc document's status changes (sent, viewed, completed, declined, …), delivered by a webhook instead of polling the document list.
  • New or updated documentStarts when a PandaDoc document is created or its status or content changes, detected by its datemodified timestamp advancing past the stored cursor on each poll.

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