PandaDoc

The PandaDoc modules allow you to watch, create, update, and delete the documents, and contacts in your PandaDoc account.

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Getting Started with PandaDoc

Prerequisites

A PandaDoc account

In order to use PandaDoc with Integromat, it is necessary to have a PandaDoc account. If you do not have one, you can create a PandaDoc account at signup.pandadoc.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting PandaDoc to Integromat

To connect your PandaDoc account to Integromat you need to obtain the API Key from your PandaDoc account and insert it in the Create a connection dialog in the Integromat module.

1. Go to Integromat and open the PandaDoc module's Create a connection dialog. Click Continue.

2. Enter your PandaDoc credentials and click Login.

3. Confirm the access by clicking Authorize.

The connection has been established.

Document

Watch Documents

Triggers when specified document event occurs.

1. Login to your PandaDoc account, navigate to Settings > Integrations, and enable the webhooks (PandaDoc paid account needed).

2. Login to Integromat, open the Watch Documents module, enter the details as following and click Save.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your PandaDoc account.
Select an Event	Select the events you want to watch: State Changed Updated Deleted Completed
Webhook Name	Enter the webhook name that will be used in your PandaDoc account.
Include Products	Select whether you want to include the products in the webhook payload.
Include Tokens	Select whether you want to include the tokens.
Include Fields	Select whether you want to include the fields.
Include Metadata	Select whether you want to include the metadata.
Include Pricing	Select whether you want to include the pricing.

The webhook is successfully added.

Now, every time the specified event occurs in our PandaDoc account, the Watch Documents module in your Integromat scenario is triggered.

Search Documents

Searches for documents by given parameters.

Connection	Establish a connection to your PandaDoc account.
Search Name	Enter a keyword or phrase to search the documents based on the specified criteria.
Tag	Enter the tags to search only those documents based on the specified tags.
Status	Select the status of the documents you are searching for.
Template ID	Select the Template ID to search only those documents.
Returns only Deleted	Select this option if you want to search only the deleted
Limit	Set the maximum number of documents Integromat should return during one scenario execution cycle.

Get a Document

Gets the details of a document.

Connection	Establish a connection to your PandaDoc account.
Document ID	Select the Document ID whose details you want to retrieve.

Create a Document

Creates a new document.

Connection	Establish a connection to your PandaDoc account.
Document Name	Enter the name of the document.
Send a document	Select and enter the message if you would like to send this document to some members.
Subject	Enter the subject line of the message.
Message	Enter the message text.
Template ID	Select the Template ID you want to use for the document. For example, `Invoice`. When you select a template, the fields related to the template auto-populates which you need to fill to complete the document.
Tags	Enter the tags for the document.
Document Metadata	Add the metadata: Key Enter the key name. Value Enter the key value.

Download a Document

Downloads a document in PDF format.

Connection	Establish a connection to your PandaDoc account.
Document ID	Select the Document ID that you want to download in PDF format.

Delete a Document

Deletes a document.

Connection	Establish a connection to your PandaDoc account.
Document ID	Select the Document ID you want to delete.

Contact

List Contacts

Retrieves a list of all contacts.

Connection	Establish a connection to your PandaDoc account.
Limit	Set the maximum number of contacts Integromat should return during one scenario execution cycle.

Get a Contact

Gets the details of a contact.

Connection	Establish a connection to your PandaDoc account.
Contact ID	Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection	Establish a connection to your PandaDoc account.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Email	Enter the email address of the contact.
Title	Enter the contact's position in the company.
Company	Enter the company name to which the contact belongs to.
Phone	Enter the contact's phone number.
Street Address	Enter the street address details of the contact.
City	Enter the contact's city name.
Postal Code	Enter the contact's area postal code.
State	Enter the contact's state name.
Country	Enter the contact's country name.

Update a Contact

Updates an existing contact.

Connection	Establish a connection to your PandaDoc account.
Contact ID	Select the Contact ID whose details you want to update.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Email	Enter the email address of the contact.
Title	Enter the contact's position in the company.
Company	Enter the company name to which the contact belongs to.
Phone	Enter the contact's phone number.
Street Address	Enter the street address details of the contact.
City	Enter the contact's city name.
Postal Code	Enter the contact's area postal code.
State	Enter the contact's state name.
Country	Enter the contact's country name.

Delete a Contact

Deletes a contact.

Connection	Establish a connection to your PandaDoc account.
Contact ID	Select the Contact ID you want to delete.

Others

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your PandaDoc account.
URL	Enter a path relative to `https://www.api.pandadoc.com/`. For example, `/public/v1/documents`. For the list of available endpoints, refer to the PandaDoc API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query string	Enter the request query string.
Body	Enter the body content for your API call.