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PandaDoc

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

Easily connect PandaDoc with 600+ ready-made apps that automatically manage your document creation workflows – see Make on PandaDoc!

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To get started with PandaDoc, create an account at signup.pandadoc.com.

For a list of endpoints, refer to the PandaDoc API documentation.

Connecting PandaDoc to Make

To connect your PandaDoc:

  1. Log in to your Make account, add any Pandadoc module scenario, and click the Add button next to the Connection field.

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  2. Optional: In the Connection name field, enter a name for the connection.

  3. Click Save.

  4. If prompted, log in to your PandaDoc account.

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  5. Confirm the access by clicking Authorize.

The connection has been established.

Build PandaDoc Scenarios

After connecting the app, you can perform the following actions:

  • Watch Documents

    Triggers when a document event occurs according to the event parameter. For more information, see the section, Watch Documents.

  • Search Documents

    Searches for documents by given parameters.

  • Get a Document

    Gets the details of a document.

  • Create a Document

    Creates a new document.

  • Create a Document from a File

    Creates a document from a file.

  • Download a Document

    Downloads a document in PDF format.

  • Delete a Document

    Deletes a document.

  • List Contacts

    Retrieves a list of all contacts.

  • Get a Contact

    Gets the details of a contact.

  • Create a Contact

    Creates a new contact.

  • Update a Contact

    Updates an existing contact.

  • Delete a Contact

    Deletes a contact.

  • Make an API Call

    Performs an arbitrary authorized API call.

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).

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  2. Login to Make, open the Watch Documents module, enter the details as following and click Save. 61f2751d7287b.gif

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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 has been successfully added.

Every time the specified event occurs in our PandaDoc account, the Watch Documents module in your Make scenario is triggered.

In this section: