Integrate the PandaDoc API with the Formatting API

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

Popular Ways to Connect PandaDoc with Formatting#

[Data] Convert JSON to String with Formatting API on Document Creation Failed (Instant) from PandaDoc API

PandaDoc + Formatting

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[Data] Convert JSON to String with Formatting API on Document Deleted (Instant) from PandaDoc API

PandaDoc + Formatting

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[Data] Convert JSON to String with Formatting API on Document State Changed (Instant) from PandaDoc API

PandaDoc + Formatting

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[Data] Convert JSON to String with Formatting API on Document Updated (Instant) from PandaDoc API

PandaDoc + Formatting

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[Data] Convert JSON to String with Formatting API on Recipient Completed (Instant) from PandaDoc API

PandaDoc + Formatting

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Popular PandaDoc and Formatting Triggers#

Document Creation Failed (Instant) from the PandaDoc API

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

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Document Deleted (Instant) from the PandaDoc API

Emit new event when a document is deleted See docs here

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Document State Changed (Instant) from the PandaDoc API

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

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Document Updated (Instant) from the PandaDoc API

Emit new event when a document is updated See docs here

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Recipient Completed (Instant) from the PandaDoc API

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

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Popular PandaDoc and Formatting Actions#

Create Document Attachment with the PandaDoc API

Adds an attachment to a document. See the docs here

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[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

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Create Document From File with the PandaDoc API

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

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[Data] Parse JSON with the Formatting API

Parse a JSON string

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Create Document From Template with the PandaDoc API

Create Document from PandaDoc Template. See the docs here

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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#

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}`,
      },
    })
  },
})

Connect Formatting#

export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})