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PandaDoc ACTION

Create or Update Contact

This method adds or updates a contact using the email as index. See the documentation here
  • Action
  • Writes data
  • Destructive
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's PandaDoc account once, then configure and run Create or Update Contact 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-or-update-contact",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pandadoc: { authProvisionId: "apn_xxxxxxx" },
    email: "Email",
    firstName: "First Name",
  },
})

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 or Update Contact inputs
Property Type Description
email Email string
Contact's email address.
Required
firstName First Name string
Contact's first name.
Optional
lastName Last Name string
Contact's last name.
Optional
company Company string
Contact's company name.
Optional
jobTitle Job Title string
Contact's job title.
Optional
phone Phone string
Contact's phone number.
Optional
country Country string
Contact's country name.
Optional
state State string
Contact's state name.
Optional
streetAddress Street Address string
Contact's street address.
Optional
city City string
Contact's city name.
Optional
postalCode Postal Code string
Contact's postal code.
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-or-update-contact
Version
0.0.9
App
PandaDoc
Authentication
OAuth
Read-only
No
Destructive
Yes
Open world
Yes