PandaDoc

The PandaDoc modules allow you to watch, create, update, and delete the documents, and contacts in your PandaDoc account.

Easily connect PandaDoc with 600+ ready-made apps that automatically manage your document creation workflows – see Integromat on PandaDoc

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Getting Started with PandaDoc

Prerequisites

  • A PandaDoc account

In order to use PandaDoc with Integromat, it is necessary to have a PandaDoc account. If you do not have one, you can create a PandaDoc account at signup.pandadoc.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting PandaDoc to Integromat

To connect your PandaDoc account to Integromat you need to obtain the API Key from your PandaDoc account and insert it in the Create a connection dialog in the Integromat module.

1. Go to Integromat and open the PandaDoc module's Create a connection dialog. Click Continue.

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2. Enter your PandaDoc credentials and click Login.

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3. Confirm the access by clicking Authorize.

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The connection has been established.

Document

Watch Documents

Triggers when specified document event occurs.

1. Login to your PandaDoc account, navigate to Settings > Integrations, and enable the webhooks (PandaDoc paid account needed).

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2. Login to Integromat, open the Watch Documents module, enter the details as following and click Save.44o9a9HLxJ.gif

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your PandaDoc account.
Select an Event Select the events you want to watch:
  • State Changed
  • Updated 
  • Deleted
  • Completed
Webhook Name Enter the webhook name that will be used in your PandaDoc account.
Include Products Select whether you want to include the products in the webhook payload.
Include Tokens Select whether you want to include the tokens.
Include Fields Select whether you want to include the fields.
Include Metadata Select whether you want to include the metadata.
Include Pricing Select whether you want to include the pricing.

 

The webhook is successfully added.

Now, every time the specified event occurs in our PandaDoc account, the Watch Documents module in your Integromat scenario is triggered.

Search Documents

Searches for documents by given parameters.

Connection Establish a connection to your PandaDoc account.
Search Name Enter a keyword or phrase to search the documents based on the specified criteria.
Tag Enter the tags to search only those documents based on the specified tags.
Status Select the status of the documents you are searching for.
Template ID Select the Template ID to search only those documents.
Returns only Deleted  Select this option if you want to search only the deleted 
Limit Set the maximum number of documents Integromat should return during one scenario execution cycle.

Get a Document

Gets the details of a document.

Connection Establish a connection to your PandaDoc account.
Document ID Select the Document ID whose details you want to retrieve.

Create a Document

Creates a new document.

Connection Establish a connection to your PandaDoc account.
Document Name Enter the name of the document.
Send a document Select and enter the message if you would like to send this document to some members.
Subject Enter the subject line of the message.
Message Enter the message text.
Template ID Select the Template ID you want to use for the document. For example, Invoice. When you select a template, the fields related to the template auto-populates which you need to fill to complete the document.
Tags Enter the tags for the document.
Document Metadata

Add the metadata:

Key

Enter the key name.

Value

Enter the key value.

Download a Document

Downloads a document in PDF format.

Connection Establish a connection to your PandaDoc account.
Document ID Select the Document ID that you want to download in PDF format.

Delete a Document

Deletes a document.

Connection Establish a connection to your PandaDoc account.
Document ID Select the Document ID you want to delete.

Contact

List Contacts

Retrieves a list of all contacts.

Connection Establish a connection to your PandaDoc account.
Limit Set the maximum number of contacts Integromat should return during one scenario execution cycle.

Get a Contact

Gets the details of a contact.

Connection Establish a connection to your PandaDoc account.
Contact ID Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection Establish a connection to your PandaDoc account.
First Name Enter the first name of the contact.
Last Name Enter the last name of the contact.
Email Enter the email address of the contact.
Title Enter the contact's position in the company.
Company Enter the company name to which the contact belongs to.
Phone Enter the contact's phone number.
Street Address Enter the street address details of the contact.
City Enter the contact's city name.
Postal Code Enter the contact's area postal code.
State Enter the contact's state name.
Country Enter the contact's country name.

Update a Contact

Updates an existing contact.

Connection Establish a connection to your PandaDoc account.
Contact ID Select the Contact ID whose details you want to update.
First Name Enter the first name of the contact.
Last Name Enter the last name of the contact.
Email Enter the email address of the contact.
Title Enter the contact's position in the company.
Company Enter the company name to which the contact belongs to.
Phone Enter the contact's phone number.
Street Address Enter the street address details of the contact.
City Enter the contact's city name.
Postal Code Enter the contact's area postal code.
State Enter the contact's state name.
Country Enter the contact's country name.

Delete a Contact

Deletes a contact.

Connection Establish a connection to your PandaDoc account.
Contact ID Select the Contact ID you want to delete.

Others

Make an API Call

Performs an arbitrary authorized API call.

Connection Establish a connection to your PandaDoc account.
URL

Enter a path relative to https://www.api.pandadoc.com/. For example, /public/v1/documents.

For the list of available endpoints, refer to the PandaDoc API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query string Enter the request query string.
Body Enter the body content for your API call.

Example - List Documents

The following API call returns all the documents from your PandaDoc account.

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Matches of the search can be found in the module's Output under Bundle > Body > results.
In our example, 8 documents weres returned:

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