Connectors

Scheduling & eSignature

PandaDoc

Document automation and e-signatures: documents, templates, recipients, and content library

Signs in with: Connection fields
Runs on: Cloud or On-Prem Worker
Operations: 126
Ready-made triggers: 0

Connect PandaDoc

In Neblex open Connect › Connections and click New Connection.
Search for PandaDoc and give the connection a clear name.
Fill in the fields. Secret values are encrypted and never shown again.
Click Test, then Create Connection.

Field	What to enter
API keyOptionalSecret	PandaDoc API key, sent as Authorization: API-Key followed by the key. Supply an API key or an OAuth access token.
OAuth access tokenOptionalSecret	Access token issued through the PandaDoc OAuth flow, sent as a Bearer token.

Use it in a flow

Open a flow, open the node library and search for PandaDoc.
Drag it onto the canvas and choose an Operation and your connection.
Map the operation's fields from earlier steps, or click Map with Matt.
Use Test this step to see what it returns, then save.

To start a flow from PandaDoc without a ready-made trigger: a Poll for changes trigger can check one of its list operations on a schedule and pass on only what is new; if PandaDoc can send webhooks, a Webhook trigger receives them at its own URL.

Operations

126 operations in 26 groups. Each one is a step you can add to a flow.

API Logs4

API Log Details`detailsLog`	GET	Returns details of the specific API log event.
API Log Details`detailsLogV2`	GET	Returns details of the specific API log event.
List API Log`listLogs`	GET	Get the list of all logs within the selected workspace.\ Optionally filter by date, page, and of items per page.
List API Log`listLogsV2`	GET	Get the list of all logs within the selected workspace.\ Optionally filter by date, page, and of items per page.

Communication Preferences1

Recent SMS Opt-outlistRecentSmsOptOuts GET Retrieves a list of the most recent SMS opt-out changes for each phone numbers used in your workspace.

Contacts5

Contact Details`detailsContact`	GET	Returns contact details by its ID.
Create contact`createContact`	POST	This method adds a contact into a contacts list.
Delete Contact`deleteContact`	DELETE	This method deletes a contact.
List contacts`listContacts`	GET	This method returns a list of contacts associated with a workspace.
Update Contact`updateContact`	PATCH	This method updates a contact details.

Content Library Items5

Content Library Item Details`detailsContentLibraryItem`	GET	Retrieve detailed information about a specific content library item using its ID.
Content Library Item Status`statusContentLibraryItem`	GET	Requesting the CLI status helps verify that a CLI is in the expected state before invoking additional API methods.
Create Content Library Item`createContentLibraryItem`	POST	This API endpoint allows users to create an empty item in the content library.
Create Content Library Item from File Upload`createContentLibraryItemFromUpload`	POST	This asynchronous endpoint allows users to create a new CLI by uploading a file.
List Content Library Item`listContentLibraryItems`	GET	The endpoint retrieves items from the content library in PandaDoc.

Document Attachments6

Create Document Attachment`createDocumentAttachment`	POST	Creates an attachment for a particular document
Create Document Attachment From Upload`createDocumentAttachmentFromFileUpload`	POST	Creates an attachment for a particular document
Delete Document Attachment`deleteDocumentAttachment`	DELETE	Deletes an attachment from the document.
Document Attachment Details`detailsDocumentAttachment`	GET	Returns details of the specific document's attachment.
Download Document Attachment`downloadDocumentAttachment`	GET	Download an attachment by ID.
List Document Attachments`listDocumentAttachments`	GET	Returns a list of attachments associated with a specified document.

Document Audit Trail1

List Document Audit TraillistDocumentAuditTrail GET Retrieves the full audit trail for a specified document.

Document Fields3

Create Document Fields`createDocumentFields`	POST	Creates fields for a particular document.
List Document Fields`listDocumentFields`	GET	Return the list of fields for a particular document.
Update Document Fields Assignment`updateDocumentFieldsAssignment`	PATCH	Assign, reassign, or unassign document fields to recipients.

Document Link to CRM4

Create Linked Object`createLinkedObject`	POST	Create a linked object in the document.
Delete Linked Object`deleteLinkedObject`	DELETE	Delete a linked object associated with a document.
List Documents by Linked Object`listDocumentsByLinkedObject`	GET	Get a list of documents connected to a linked object - an entity from an integration.
List Linked Objects`listLinkedObjects`	GET	Get a list of linked objects for the document.

Document Recipients4

Add Document Recipient`addDocumentRecipient`	POST	Add a CC recipient to a document.
Change Signer (Reassign Document Recipient)`reassignDocumentRecipient`	POST	Reassign fields to another signer.
Delete Document Recipient`deleteDocumentRecipient`	DELETE	Remove a recipient from a document.
Update Document Recipient`editDocumentRecipient`	PATCH	Modify a recipient's personal details, or update a recipient group's name and members.

Document Reminders4

Document Auto Reminder Settings`getDocumentAutoReminderSettings`	GET	Retrieves the current auto reminder configuration for a specified document.
Document Auto Reminder Status`statusDocumentAutoReminder`	GET	Retrieves the current auto reminder status per recipient for a specified document.
Send Manual Reminder`createManualReminder`	POST	Sends manual reminders to one or more recipients of a specified document.
Update Document Auto Reminder Settings`updateDocumentAutoReminderSettings`	PATCH	Configures automatic reminders for document recipients.

Document Sections (Bundles)6

Create Document Section`uploadSection`	POST	With this endpoint, you can add a new section to an existing PandaDoc document (create a bundle).
Create Document Section from File Upload`uploadSectionWithUpload`	POST	With this endpoint, you can add a new section to an existing PandaDoc document (create a bundle).
Delete Document Section`deleteSection`	DELETE	Removes selected section from the document.
Document Section Details`sectionInfo`	GET	Receive information about each section.
Document Section Upload Status`sectionDetails`	GET	Receive the upload status of the document and sections by their upload id.
List Document Sections`listSections`	GET	Retrieve information about the sections within a document.

Document Settings2

Get document settings`documentSettingsGet`	GET	Retrieves the settings for a specified document.
Update document settings`documentSettingsUpdate`	PATCH	Updates the settings for a specified document.

Documents23

[Beta] Create DOCX Export Task`createExportDocxTask`	POST	⏱️ Export as DOCX is a non-blocking (asynchronous) operation The document generation process may take some time.
[Beta] DOCX Export Task`getDocxExportTask`	GET	📘 This endpoint returns the current state of a DOCX export task for a document.
Append Content Library Item to a document`appendContentLibraryItemToDocument`	POST	Appends a Content Library Item (CLI) to a document and provides a name mapping for its content blocks.
Create Document`createDocument`	POST	Create from a template See the Create document from template tutorial for details on how to use this endpoint, as well as a sample template.
Create Document Editing Session`createDocumentEditingSession`	POST	Creates a new editing session for the Embedded Editor.
Create Document from File Upload`createDocumentFromUpload`	POST	Create from an upload See the Create from PDF tutorial for the usage specifics and sample PDF files.
Create Document Session for Embedded Sign`createDocumentLink`	POST	Creates a document session for a recipient to view and sign a document.
Delete Document`deleteDocument`	DELETE	Delete a document by ID.
Delete documents (bulk)`bulkDeleteDocuments`	DELETE	Delete multiple documents in one request by sending a JSON array.
Document Details`detailsDocument`	GET	Return detailed data about a document.
Document Download`downloadDocument`	GET	Download documents as a PDF.
Document eSign disclosure`documentESignDisclosure`	GET	Retrieves the current version of eSign disclosure text for a specified document.
Document move to folder`documentMoveToFolder`	POST	This operation allows you to move a document to a folder by specifying the document ID and folder ID.
Document Status`statusDocument`	GET	It is useful to request document status to ensure a document is in the expected state before calling additional API methods.
Document Status Change`changeDocumentStatus`	PATCH	PandaDoc has eight document statuses, but you can manually set your document status to only four: Document statuses - Completed - document.completed - API code 2 - Expired -...
Document Status Change with Upload`changeDocumentStatusWithUpload`	PATCH	PandaDoc has eight document statuses, but you can manually set your document status to only four: Document statuses - Completed - document.completed - API code 2 - Expired -...
Download Completed Document`downloadProtectedDocument`	GET	Download a completed document as a verifiable PDF (Download Protected Document) 🚧 Production key only This endpoint only works with a Production key.
List Documents`listDocuments`	GET	This endpoint will let you list and search for the documents.
Move Document to Draft`documentRevertToDraft`	POST	Revert your document back to draft to continue editing it.
Send Document`sendDocument`	POST	🚧 Using the Sandbox Key When you use a sandbox API key during the free trial period, the sender and recipient email addresses must be from the same organisation (email domain).
Transfer all documents ownership`transferAllDocumentsOwnership`	PATCH	This method transfers ownership of all documents from one member to another.
Update Document`updateDocument`	PATCH	Use the PATCH method to update a PandaDoc document.
Update document ownership`transferDocumentOwnership`	PATCH	This operation allows transferring the ownership of a document to another user by specifying the document ID and membership ID.

Folders6

Create Documents Folder`createDocumentFolder`	POST	Create a new folder to store your documents.
Create Templates Folder`createTemplateFolder`	POST	Create a new folder to store your templates.
List Documents Folders`listDocumentFolders`	GET	Get the list of folders which contain Documents in your account.
List Templates Folders`listTemplateFolders`	GET	Get the list of folders that contain Templates in your account.
Rename Documents Folder`renameDocumentFolder`	PUT	Rename Documents Folder.
Rename Templates Folder`renameTemplateFolder`	PUT	Rename a templates folder.

Forms1

List FormslistForm GET Retrieve a paginated list of forms with optional filtering and sorting options.

Members4

Create Member Token`createMemberToken`	POST	🚧 This endpoint is only exposed upon request.
Current Member Details`detailsCurrentMember`	GET	Returns the member details of the current user (the owner of the API key).
List Members`listMembers`	GET	Retrieve all members details of the workspace implied by the OAuth token or API key.\ For each member, the workspace parameter shows their active workspace, that is the workspace they are...
Member Details`detailsMember`	GET	A method to retrieve a member's details by ID.

Notary5

Create Notarization Request`createNotarizationRequest`	POST	Create a notarization request to connect with a notary and complete online notarizations for your signers within minutes.
Delete Notarization Request`deleteNotarizationRequest`	DELETE	Use this method to delete a notarization request.
List Notaries`listNotaries`	GET	Retrieve a list of notaries associated with your organization.
List Notarization Requests`listNotarizationRequests`	GET	Retrieve a paginated list of notarization requests for your organization.
Notarization Request Details`notarizationRequestDetails`	GET	Get details about a notarization request by its id.

OAuth 2.0 Authentication1

Create/Refresh Access TokenaccessToken POST Create or refresh an access token to make requests on behalf of a user.

Privacy settings2

[Beta] Update Workspace Privacy Settings`updateWorkspacePrivacySettings`	PATCH	Updates one or more AI privacy settings for a workspace in your organization.
[Beta] Workspace Privacy Settings Details`getWorkspacePrivacySettings`	GET	Returns the privacy settings currently in effect for a workspace in your organization.

Product catalog5

Catalog Item Details`getCatalogItem`	GET	Get catalog item.
Create Catalog Item`createCatalogItem`	POST	Create a new catalog item.
Delete Catalog Item`deleteCatalogItem`	DELETE	Delete catalog item.
List Catalog Items Search`searchCatalogItems`	GET	This method searches for items in your product catalog.
Update Catalog Item`updateCatalogItem`	PATCH	Update catalog item.

Quotes2

[Beta] Update Multiple Quotes`quotesBatchUpdate`	PATCH	This operation updates multiple quotes within a single document in one request , the batch variant of Quote update .
Quote update`quoteUpdate`	PUT	This operation updates the details of a specific quote within a document by specifying the document ID and quote ID.

Template Settings4

Get template settings`templateSettingsGet`	GET	Retrieves the settings for a specified template.
Get Template Sharing Settings`getTemplateShares`	GET	Retrieves template sharing settings.
Update template settings`templateSettingsUpdate`	PATCH	Updates the settings for a specified template.
Update Template Sharing Settings`updateTemplateSharingSettings`	PUT	Replaces the full list of Workspaces this Template is shared with.

Templates9

Create Template`createTemplate`	POST	This operation allows you to create a new template by providing the necessary template details.
Create Template Editing Session`createTemplateEditingSession`	POST	Creates a new editing session for the Embedded Editor.
Create Template from File Upload`createTemplateWithUpload`	POST	This asynchronous endpoint allows users to create a new template by uploading a file.
Delete Template`deleteTemplate`	DELETE	Delete a template
Duplicate Template`duplicateTemplate`	POST	Duplicate Template Creates a copy of a template within the same workspace.
List Templates`listTemplates`	GET	Retrieves a list of templates.
Template Details`detailsTemplate`	GET	Get details about a template by id.
Template Status`statusTemplate`	GET	Available Template Statuses The following is a complete list of all possible template statuses returned: \| Template Status \| Status Description \| \| :------------------- \|...
Template Update`updateTemplate`	PATCH	Update a template.

User and Workspace management11

[Beta] Update Workspace`updateWorkspace`	PATCH	Update a workspace's name and branding.
Add Member to Workspace`addMember`	POST	Add an existing user to a workspace.
Change Member Role in Workspace`changeMemberRole`	PATCH	Change the role of an existing workspace member.
Create API Key`createApiKey`	POST	Generate a new API key for the workspace.
Create User`createUser`	POST	Create users, and assign them roles, licenses, and workspaces.
Create Workspace`createWorkspace`	POST	Create a workspace in your organization.
Deactivate Workspace`deactivateWorkspace`	POST	Deactivate the workspace, remove all the members from it and make it unavailable.
Get User Details by ID`detailsUser`	GET	Get detailed information about a specific user by their ID, including contact information, license type, and workspace roles.
List Users`listUsers`	GET	Get a list of all users with membership in your organization, with their contact information, license type, and workspace roles.
List Workspaces`getWorkspacesList`	GET	Get a list of all the active workspaces in the organization.
Remove Member from Workspace`removeMember`	DELETE	This operation removes a specified member from a workspace by providing the workspace ID and member ID.

Webhook events2

List Webhook Events`listWebhookEvent`	GET	This operation retrieves a paginated list of all webhook events.
Webhook Event Details`detailsWebhookEvent`	GET	This operation fetches detailed information about a specific webhook event using its unique identifier.

Webhook subscriptions6

Create Webhook Subscription`createWebhookSubscription`	POST	This operation creates a new webhook subscription by specifying its details.
Delete Webhook Subscription`deleteWebhookSubscription`	DELETE	This operation deletes a specific webhook subscription identified by its UUID.
List Webhook Subscriptions`listWebhookSubscriptions`	GET	This operation fetches a paginated list of webhook subscriptions.
Update Webhook Subscription`updateWebhookSubscription`	PATCH	This operation updates the details of a webhook subscription.
Update Webhook Subscription Shared Key`updateWebhookSubscriptionSharedKey`	PATCH	This operation regenerates the shared key for a specific webhook subscription identified by its UUID.
Webhook Subscription Details`detailsWebhookSubscription`	GET	Get webhook subscription by uuid