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PandaDoc ACTION

Create Document From File

Create a document from a file or public file URL. See the documentation here
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's PandaDoc account once, then configure and run Create Document From File from your backend or agent.

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-from-file",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pandadoc: { authProvisionId: "apn_xxxxxxx" },
    name: "Document Name",
    recipients: ["Recipients"],
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Document From File inputs
Property Type Description
name Document Name string
Specify the document's name.
Required
recipients Recipients string[]

The list of recipients you're sending the document to. Every object must contain the email parameter. The role, first_name and last_name parameters are optional. If the role parameter passed, a person is assigned all fields matching their corresponding role. If not passed, a person will receive a read-only link to view the document. If the first_name and last_name not passed the system: 1. creates a new contact, if none exists with the given email; or 2. gets the existing contact with the given email that already exists.

E.g. { "email": "john.doe@pipedream.com", "first_name": "John", "last_name": "Doe", "role": "user" }

Required
file File Path or URL string
The file to upload. Provide either a file URL or a path to a file in the /tmp directory (for example, /tmp/myFile.txt)
Required
documentFolderId Document Folder Id string
Specify the document folder ID
Optional Dynamic
fields Fields string

A fields object containing fields to add to the document. See the documentation for more information about fields.

E.g. { "name": { "value": "Jane", "role": "user" }, "like": { "value": true, "role": "user" } }

Optional
syncDir SyncDir dir
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
pandadoc-create-document-from-file
Version
1.0.3
App
PandaDoc
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes