PandaDoc

pandadoc

PandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes

Documents Signatures Web del proveedor

Acciones

Triggers

Autenticación

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Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (14)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create ContactPANDADOC_CREATE_CONTACTAcción

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.

Parámetros de entrada

citystring
City
emailstringObligatorioemail
Contact's email address
phonestring
Phone number
statestring
State/Region
companystring
Company name
countrystring
Country
job_titlestring
Job title
last_namestring
Contact's last name
first_namestring
Contact's first name
postal_codestring
Postal/ZIP code
street_addressstring
Street address

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Document AttachmentPANDADOC_CREATE_DOCUMENT_ATTACHMENTAcción

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.

Parámetros de entrada

filestringObligatoriobinary
Binary content of the file to be attached
namestringObligatorio
Name for the uploaded file
document_idstringObligatorio
UUID of the document to attach the file to

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Document from File UploadPANDADOC_CREATE_DOCUMENT_FROM_FILEAcción

Creates a new document in pandadoc by uploading a file (pdf, docx, etc.). this tool converts existing documents into pandadoc documents for processing, signing, and tracking through the pandadoc system.

Parámetros de entrada

namestringObligatorio
Name of the document
tagsstring[]
Tags to categorize the document
ownerobject
Model for document owner.
file_pathstringObligatorio
Path to the file to upload (PDF, DOCX, or RTF format)
recipientsobject[]Obligatorio
List of recipients for the document
parse_form_fieldsboolean
Whether to parse form fields in the document (for PDFs)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Document FolderPANDADOC_CREATE_FOLDERAcción

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.

Parámetros de entrada

namestringObligatorio
Name of the folder to be created
parent_uuidstring
UUID of the parent folder if creating a nested folder structure

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create or Update ContactPANDADOC_CREATE_OR_UPDATE_CONTACTAcción

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.

Parámetros de entrada

citystring
City of the contact
emailstringObligatorioemail
Email address of the contact. Required for both create and update operations.
phonestring
Phone number of the contact
statestring
State of the contact
companystring
Company name of the contact
countrystring
Country of the contact
job_titlestring
Job title of the contact
last_namestring
Last name of the contact
first_namestring
First name of the contact
postal_codestring
Postal code of the contact
street_addressstring
Street address of the contact

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create TemplatePANDADOC_CREATE_TEMPLATEAcción

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.

Parámetros de entrada

namestringObligatorio
Name of the template
tagsstring[]
Optional tags to categorize the template
contentobject
Content model for template creation from scratch.
file_pathstring
Path to the PDF file to use for template creation
descriptionstring
Optional description of the template

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create PandaDoc WebhookPANDADOC_CREATE_WEBHOOKAcción

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.

Parámetros de entrada

urlstringObligatorio
The endpoint URL where webhook notifications will be sent
namestringObligatorio
A descriptive name for the webhook subscription
activeboolean
Whether the webhook subscription should be active
payloadstring[]
Additional data to include in webhook payload
triggersstring[]Obligatorio
List of events that will trigger the webhook

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete ContactPANDADOC_DELETE_CONTACTAcción

This tool allows you to delete a contact from your pandadoc account. the action is permanent and cannot be undone.

Parámetros de entrada

contact_idstringObligatorio
The unique identifier of the contact to delete.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete TemplatePANDADOC_DELETE_TEMPLATEAcción

This tool deletes a specific template from pandadoc. once a template is deleted, it cannot be recovered. this action is permanent and should be used with caution.

Parámetros de entrada

template_idstringObligatorio
The unique identifier of the template to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Template DetailsPANDADOC_GET_TEMPLATE_DETAILSAcción

This tool retrieves detailed information about a specific template by its id. the endpoint returns comprehensive template details including metadata, content details, and sharing settings.

Parámetros de entrada

template_idstringObligatorio
The unique identifier of the template to retrieve details for

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ContactsPANDADOC_LIST_CONTACTSAcción

A tool to list and search contacts in pandadoc. it retrieves a list of contacts with various options including filtering by email, search query, pagination, and shared status. all parameters are optional and it supports flexible queries to get contacts.

Parámetros de entrada

pageinteger
Page number for pagination (starts from 1)
countinteger
Number of items per page (default: 10, max: 100)
emailstring
Filter results by exact email match
querystring
Search filter for contact names/emails
sharedboolean
Filter by shared status

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Document FoldersPANDADOC_LIST_DOCUMENT_FOLDERSAcción

This tool retrieves a list of all document folders in pandadoc. it's a standalone action that doesn't require any external dependencies or resource ids. the tool will return a list of folders containing documents, with each folder containing information about its id, name, and parent folder relationship.

Parámetros de entrada

pageinteger
Page number (starts from 1)
countinteger
Number of folders to return (default: 50, max: 100)
parent_uuidstring
The UUID of the parent folder. If omitted, returns folders in root directory

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List TemplatesPANDADOC_LIST_TEMPLATESAcción

This tool retrieves a list of all templates available in the pandadoc account. it supports parameters to filter templates by name, shared status, deleted status, pagination, and tag filtering, and returns detailed template information.

Parámetros de entrada

qstring
Search query to filter templates by name
tagstring[]
Filter templates by tags
pageinteger
Page number of the results to return
countinteger
Number of templates to return per page (1-100, default: 50)
fieldsstring[]
Additional fields to include in the response (e.g., content_date_modified)
sharedboolean
If true, returns only shared templates
deletedboolean
If true, returns only deleted templates
folder_uuidstring
UUID of the folder where the templates are stored

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Move Document to FolderPANDADOC_MOVE_DOCUMENT_TO_FOLDERAcción

This tool allows users to move a document to a specific folder within their pandadoc account. it performs a post request to move the document to the specified folder. both the document and the destination folder must exist.

Parámetros de entrada

folder_idstringObligatorio
The unique identifier of the destination folder
document_idstringObligatorio
The unique identifier of the document to move

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not