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Overview#
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.
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}`,
},
})
},
})
Example Use Cases#
Sales Pipeline Automation: When a new deal is marked as "won" in a CRM like Salesforce, trigger a PandaDoc workflow to automatically generate a contract from a template, fill it with the deal details, and send it out for e-signature.
HR Onboarding Processes: Sync PandaDoc with an HR platform like BambooHR. Once a new employee is added to the HR system, kick off a workflow that auto-populates and sends out onboarding paperwork through PandaDoc.
Real-time Notifications: Combine PandaDoc with a messaging platform like Slack. Set up a workflow that sends a message to a designated channel or direct message when a document is completed or a specific action is taken on a document in PandaDoc.
Popular PandaDoc Integrations#
Popular 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 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
Authentication#
Name Slug: pandadocPandaDoc uses OAuth authentication. When you connect your PandaDoc account, Pipedream will open a popup window where you can sign into PandaDoc and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any PandaDoc API.
Pipedream requests the following authorization scopes when you connect your account:
read+write- authorization
GEThttps://app.pandadoc.com/oauth2/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}} - accessToken
POSThttps://api.pandadoc.com/oauth2/access_tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POSThttps://api.pandadoc.com/oauth2/access_tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}
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