PandaDoc

Create, Approve, Track & eSign Docs 40% Faster

Integrate the PandaDoc API with the Data Stores API

Setup the PandaDoc API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate PandaDoc and Data Stores remarkably fast. Free for developers.

Add or update a single record with Data Stores API on Document Creation Failed (Instant) from PandaDoc API
PandaDoc + Data Stores
 
Try it
Add or update a single record with Data Stores API on Document Deleted (Instant) from PandaDoc API
PandaDoc + Data Stores
 
Try it
Add or update a single record with Data Stores API on Document State Changed (Instant) from PandaDoc API
PandaDoc + Data Stores
 
Try it
Add or update a single record with Data Stores API on Document Updated (Instant) from PandaDoc API
PandaDoc + Data Stores
 
Try it
Add or update a single record with Data Stores API on Recipient Completed (Instant) from PandaDoc API
PandaDoc + Data Stores
 
Try it
Document Creation Failed (Instant) from the PandaDoc API

Emit new event when a document failed to be created See docs here

 
Try it
Document Deleted (Instant) from the PandaDoc API

Emit new event when a document is deleted See docs here

 
Try it
Document State Changed (Instant) from the PandaDoc API

Emit new event when a document's state is changed See docs here

 
Try it
Document Updated (Instant) from the PandaDoc API

Emit new event when a document is updated See docs here

 
Try it
Recipient Completed (Instant) from the PandaDoc API

Emit new event when a recipient completes a document See docs here

 
Try it
Create Document Attachment with the PandaDoc API

Adds an attachment to a document. See the docs here

 
Try it
Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

 
Try it
Create Document From File with the PandaDoc API

Create a document from a file or public file URL. See the docs here

 
Try it
Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

 
Try it
Create Document From Template with the PandaDoc API

Create Document from PandaDoc Template. See the docs here

 
Try it

Overview of PandaDoc

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.

Connect PandaDoc

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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}`,
      },
    })
  },
})

Overview of Data Stores

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores

1
2
3
4
5
6
7
8
9
10
11
export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})