File and Document Management

PandaDoc

4min

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!﻿
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:
Log in to your Make account, add any Pandadoc module to a , and click the Add button next to the Connection field.
Optional: In the Connection name field, enter a name for the connection.
Click Save.
If prompted, log in to your PandaDoc account.
Confirm the access by clicking Authorize.
The connection has been established.
Build PandaDoc ﻿
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.
Login to your PandaDoc account, navigate to Settings > Integrations, and enable the webhooks (PandaDoc paid account needed).
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Login to Make, 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.
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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.

Outline

Patreon

PandaDoc

Connecting PandaDoc to Make

Build PandaDoc ﻿

Watch Documents

Build PandaDoc