What do you want to automate
with Odoo and PandaDoc?
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Popular Odoo and PandaDoc Triggers#
Emit new event when a document failed to be created. See the documentation here
Emit new event when a document is deleted. See the documentation here
Emit new event when a document's state is changed. See the documentation here
Emit new event when a document is updated. See the documentation here
Emit new event when a recipient completes a document. See the documentation here
Popular Odoo and PandaDoc Actions#
Adds an attachment to a document. See the documentation here
Create a document from a file or public file URL. See the documentation here
Create a Document from a PandaDoc Template. See the documentation here
Create a new folder to store your documents. See the documentation here
This method adds or updates a contact using the email as index. See the documentation here
Connect Odoo#
import xmlrpc from 'xmlrpc';
export default defineComponent({
props: {
odoo: {
type: "app",
app: "odoo",
}
},
async run({ steps, $ }) {
const url = this.odoo.$auth.server_url;
const db = this.odoo.$auth.db;
const username = this.odoo.$auth.username;
const password = this.odoo.$auth.password;
// Create clients for common and object endpoints
const common = xmlrpc.createSecureClient(`${url}/xmlrpc/2/common`);
const models = xmlrpc.createSecureClient(`${url}/xmlrpc/2/object`);
// Using async/await with promises
async function getFields() {
try {
// Authenticate and get uid
const uid = await new Promise((resolve, reject) => {
common.methodCall('authenticate', [db, username, password, {}], (error, value) => {
if (error) reject(error);
resolve(value);
});
});
// Get fields
const results = await new Promise((resolve, reject) => {
models.methodCall('execute_kw', [
db,
uid,
password,
'res.partner',
'fields_get',
[],
{ 'attributes': ['string', 'help', 'type'] }
], (error, value) => {
if (error) reject(error);
resolve(value);
});
});
return results;
} catch (error) {
throw new Error(error);
}
}
return await getFields();
},
})
Overview of PandaDoc#
The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.
Connect PandaDoc#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pandadoc: {
type: "app",
app: "pandadoc",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pandadoc.com/public/v1/members/current/`,
headers: {
Authorization: `Bearer ${this.pandadoc.$auth.oauth_access_token}`,
},
})
},
})
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