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PandaDoc

pandadoc

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

DocumentsSignaturesWeb del proveedor
Acciones
14
Triggers
0
Autenticación
—
OAuth gestionado
No
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