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PandaDoc ACTION

Create Document From Template

Create a Document from a PandaDoc Template. 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 Template 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-template",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pandadoc: { authProvisionId: "apn_xxxxxxx" },
    name: "Document Name",
    templateId: "Template Id",
  },
})

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 Template inputs
Property Type Description
name Document Name string
Specify the document's name.
Required
templateId Template Id string
The ID of a template you want to use. Note: if you want to prefill fields in your template, you need to map your template fields to the API fields following the instruction here
Required Dynamic
documentFolderId Document Folder Id string
Specify the document folder ID
Optional Dynamic
tags Tags string[]
Mark your document with one or several tags.
Optional
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
tokens Tokens string[]

You may pass a list of tokens/values to pre-fill tokens (variables) used in a template. Name is a token (variable) name in a template. Value is a real value you would like to replace a token (variable) with.

E.g. { "name": "Favorite.Pet", "value": "Dog Doe" }

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-template
Version
0.0.10
App
PandaDoc
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes