CONNECT APP
Build with PandaDoc
File Storage
- OAuth
MCP
Give your agent PandaDoc tools
Every PandaDoc action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's PandaDoc account for each tool call — you store no tokens.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "pandadoc",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// e.g. run Create Document Attachment:
const result = await mcp.callTool({
name: "pandadoc-create-document-attachment",
arguments: {
documentId: "Document Id",
file: "File Path or URL",
},
})# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
"Authorization": f"Bearer {access_token}",
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", # any stable ID for this user in your system
"x-pd-app-slug": "pandadoc",
}
async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
async with ClientSession(read, write) as session:
await session.initialize()
tools = await session.list_tools()
# e.g. run Create Document Attachment:
result = await session.call_tool("pandadoc-create-document-attachment", {
"documentId": "Document Id",
"file": "File Path or URL",
})API PROXY
Call the PandaDoc API directly
For an endpoint with no pre-built tool, the Connect proxy forwards your request to the PandaDoc API with the connected user's credentials attached. You store no tokens and write no refresh logic.
const resp = await pd.proxy.get({
externalUserId: "{external_user_id}", // any stable ID for this user in your system
accountId: "apn_xxxxxxx",
url: "https://api.pandadoc.com/public/v1/members/current/",
})
// Any allowed PandaDoc endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.# The path segment is the target URL, URL-safe base64 encoded:
# https://api.pandadoc.com/public/v1/members/current/
curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkucGFuZGFkb2MuY29tL3B1YmxpYy92MS9tZW1iZXJzL2N1cnJlbnQv?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
-H "Authorization: Bearer {access_token}" \
-H "x-pd-environment: production"SDK
Run PandaDoc actions from your backend
Connect a user's PandaDoc account once, then run Create Document Attachment on their behalf from your own code — TypeScript, Python, or plain HTTP.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "pandadoc-create-document-attachment",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
pandadoc: { authProvisionId: "apn_xxxxxxx" },
documentId: "Document Id",
file: "File Path or URL",
},
})from pipedream import Pipedream
pd = Pipedream(
client_id="{oauth_client_id}",
client_secret="{oauth_client_secret}",
project_id="{project_id}",
project_environment="production",
)
result = pd.actions.run(
id="pandadoc-create-document-attachment",
external_user_id="{external_user_id}", # any stable ID for this user in your system
configured_props={
"pandadoc": {"authProvisionId": "apn_xxxxxxx"},
"documentId": "Document Id",
"file": "File Path or URL",
},
)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "pandadoc-create-document-attachment",
"configured_props": {
"pandadoc": { "authProvisionId": "apn_xxxxxxx" },
"documentId": "Document Id",
"file": "File Path or URL"
}
}'TOOLS
PandaDoc actions
On-demand operations your product or agent can configure and run on behalf of a connected user.
-
Create Document Attachment
actionAdds an attachment to a document. See the documentation hereWritev0.1.3 -
Create Document From File
actionCreate a document from a file or public file URL. See the documentation hereWritev1.0.3 -
Create Document From Template
actionCreate a Document from a PandaDoc Template. See the documentation hereWritev0.0.10 -
Create Folder
actionCreate a new folder to store your documents. See the documentation hereWritev0.0.8 -
Create or Update Contact
actionThis method adds or updates a contact using the email as index. See the documentation hereWritev0.0.9 -
Download Document
actionDownload a document as PDF. See documentation hereWritev0.0.4 -
Download Protected Document
actionDownload a completed document as a verifiable PDF. See documentation hereWritev0.0.4 -
Get Document Details
actionReturn detailed data about a document. See the documentation hereRead-onlyv0.0.9 -
Get Document Status
actionGet basic status info about a document. See documentation hereRead-onlyv0.0.5 -
List Completed Document Id Options
actionRetrieves available options for the Completed Document Id field.Read-onlyv0.0.1 -
List Contacts
actionList all contacts within an account. See the documentation hereRead-onlyv0.0.9 -
List Document Attachments
actionReturns a list of attachments associated with a specified document. See the documentation hereRead-onlyv0.0.9 -
List Document Folder Id Options
actionRetrieves available options for the Document Folder Id field.Read-onlyv0.0.1 -
List Document Id Options
actionRetrieves available options for the Document Id field.Read-onlyv0.0.1 -
List Documents
actionList documents, optionally filtering by a search query or tags. See the documentation hereRead-onlyv0.0.9 -
List Folders
actionList folders which contain Documents. See the documentation hereRead-onlyv0.0.8 -
List Template Id Options
actionRetrieves available options for the Template Id field.Read-onlyv0.0.1 -
Send Document
actionMove a document to sent status and send an optional email. See the documentationWritev0.0.9
EVENTS
PandaDoc triggers
Event sources your backend can deploy for users and receive through a webhook.
-
Document Creation Failed (Instant)
triggerEmit new event when a document failed to be created. See the documentation hereInstantv0.0.6 -
Document Deleted (Instant)
triggerEmit new event when a document is deleted. See the documentation hereInstantv0.0.6 -
Document State Changed (Instant)
triggerEmit new event when a document's state is changed. See the documentation hereInstantv0.0.6 -
Document Updated (Instant)
triggerEmit new event when a document is updated. See the documentation hereInstantv0.0.6 -
Recipient Completed (Instant)
triggerEmit new event when a recipient completes a document. See the documentation hereInstantv0.0.6
MULTI-APP
Use PandaDoc with other popular apps
Most products don't stop at one integration. Pair PandaDoc with the other apps your users rely on, and ship use cases that span both.
- App slug
- pandadoc
- Authentication
- OAuth
- Categories
- File Storage
- Actions
- 18
- Triggers
- 5
- API proxy
- Available
OAuth scopes
These are the scopes Pipedream's managed PandaDoc OAuth client requests when one of your users connects an account. Supply your own OAuth client to request a different set.
- read+write