PandaDoc

Description

AIM AI can be configured to create or update a PandaDoc document after a defined conversation step. Templates, recipients, variables, catalog items, delivery timing, and write permissions are confirmed before implementation.

Authentication

• A PandaDoc API key or OAuth 2.0 connection is required.
• Exact workspace, templates, and approved actions are confirmed during workflow scoping.

Supported Actions (69)

These are the operations this integration can perform after the required credentials and permissions are approved.

• API Call
• Create Attachment
• Delete Attachment
• List Attachments
• Create Catalog Item
• Delete Catalog Item
• List Catalog Items
• Update Catalog Item
• Delete Contact
• List Contacts
• Update Contact
• Create Content Library Item
• Get Content Library Item
• Get Content Library Item Details
• Create Document
• Create Document Session
• Create Draft
• Create Field
• Delete Document
• Download Document
• Get Document Settings
• List Document Audit Trail
• List Documents
• Move Document to Folder
• Send Document Reminder
• Update Auto Reminders
• Update Document
• Update Document Settings
• Update Document Status
• Create Documents Folder
• Create Templates Folder
• List Templates Folders
• Update Documents Folder
• List Forms
• Delete Linked Object
• List Linked Objects
• List Logs
• Create Member Token
• Get Membership
• List Current Member
• Create Notarization Request
• Update Quote
• Add Recipient
• Reassign Recipient
• Update Recipient
• Create Document Section
• Delete Section
• Get Section Details
• List SMS Opt-Outs
• Create Template
• Create Template Editing Session
• Delete Template
• Get Template Details
• Get Template Settings
• List Templates
• Update Template
• Update Template Settings
• Create User
• Create Webhook Subscription
• Get Webhook Event
• Get Webhook Subscription
• List Webhook Events
• List Webhook Subscriptions
• Update Shared Key
• Update Webhook Subscription
• Create API Key
• Create Member
• Delete Membership
• List Workspaces

Examples

Use these representative payloads as a technical starting point, then replace the sample values with the approved workflow data.

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-list-docs-001",
  "nodeParams": {
    "action": "list_documents",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY"
    }
  }
}

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-create-doc-001",
  "nodeParams": {
    "action": "create_document",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "body": {
        "name": "My Document",
        "template_uuid": "TEMPLATE_UUID",
        "recipients": [
          {
            "email": "recipient@example.com",
            "first_name": "John",
            "last_name": "Doe",
            "role": "user"
          }
        ]
      }
    }
  }
}

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-get-doc-001",
  "nodeParams": {
    "action": "get_document",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "documentId": "DOCUMENT_ID_HERE"
    }
  }
}

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-send-doc-001",
  "nodeParams": {
    "action": "send_document",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "documentId": "DOCUMENT_ID_HERE",
      "body": {
        "message": "Please sign this document"
      }
    }
  }
}

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-list-templates-001",
  "nodeParams": {
    "action": "list_templates",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY"
    }
  }
}

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-get-template-001",
  "nodeParams": {
    "action": "get_template",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "templateId": "TEMPLATE_ID_HERE"
    }
  }
}

{
  "automationType": "pandadoc",
  "nodeId": "pandadoc-api-call-001",
  "nodeParams": {
    "action": "api_call",
    "params": {
      "apiKey": "YOUR_PANDADOC_API_KEY",
      "method": "GET",
      "path": "/public/v1/documents"
    }
  }
}