PandaDoc
PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
In development
Cataloged and scoped, not yet available to run in production.
- 14
- actions
Integrations
View provider documentationActions
Operations this integration can perform.
Create Contact
This tool creates a new contact in pandadoc. it allows you to add a new contact with their personal and professional information to your pandadoc account. the tool is completely independent and doesn't require any external resource ids or dependencies.
Create Document Attachment
Creates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the document. Attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50MB per file.
Create Document from File Upload
Creates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processing, signing, and tracking. Either `file` or `url` must be provided; omitting both will fail. Large files may time out during upload and conversion.
Create Document Folder
Creates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
Create or Update Contact
This tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
Create Template
This tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter checks, proper error handling, and authentication with the PandaDoc API. The template can be created either by uploading a PDF file or by providing a structured content object that defines the template layout and elements.
Create PandaDoc Webhook
Creates a new webhook subscription in PandaDoc to receive notifications about specific events. This action allows you to set up webhook notifications for various document-related events such as status changes, recipient completions, and updates. The webhook will send HTTP notifications to your specified endpoint when the configured events occur.
Delete Contact
This tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone.
Triggers
Events that start workflows from this integration.
Document Completed PDF Ready
The document has been completed, and a PDF has been generated and saved to our e-vault. Use this event to download the PDF of the completed document.
Document Status Changed
The document's status has changed. Use this event to track when a document moves to draft, is viewed, completed, paid, etc.
Recipient Completed Document
A recipient has completed the document.
Template Created
A new template has been created.
Template Updated
An existing template has been updated. This includes changes to the name, roles, or the addition of sections.
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