PandaDoc
Actions
| Name | Description |
|---|---|
createDocumentFromTemplateCreates a document from a PandaDoc Template. | Creates a document from a PandaDoc Template. |
createAttachmentAdds an attachment to a document. | Adds an attachment to a document. |
createOrUpdateContactCreates a new or update an existing contact. | Creates a new or update an existing contact. |
findDocumentFinds documents based various filter. | Finds documents based various filter. |
getDocumentAttachmentsRetrieves details of a specific attachment from a document. | Retrieves details of a specific attachment from a document. |
getDocumentDetailsRetrieves comprehensive document data. | Retrieves comprehensive document data. |
downloadDocumentDownloads a document as PDF. | Downloads a document as PDF. |
custom_api_callMake a custom API call to a specific endpoint | Make a custom API call to a specific endpoint |
Triggers
| Name | Description |
|---|---|
documentCompletedTriggers when a document is completed. | Triggers when a document is completed. |
documentStateChangedTriggers when a document status changes. | Triggers when a document status changes. |
documentUpdatedTriggers when a document is updated. | Triggers when a document is updated. |
Quick Start
import { WeavzClient } from '@weavz/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute({
integrationName: 'pandadoc',
actionName: 'createDocumentFromTemplate',
input: { /* ... */ },
connectionId: 'conn_id',
workspaceId: 'ws_id',
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect PandaDoc to my app?
Use Weavz Hosted Connect for API Key authentication. Install the SDK, create a connection through the connect portal or API, then execute actions programmatically.
What actions does PandaDoc support?
PandaDoc supports 8 actions including Create Document from Template, Create Attachment, Create or Update Contact, Find Document(s), Get Document Attachment, and more.
Can I use PandaDoc with AI agents?
Yes. Add PandaDoc to an MCP server in TOOLS mode or CODE mode. CODE mode provides 80-98% context reduction with 3 meta-tools for efficient agent access.
What authentication does PandaDoc use?
PandaDoc uses API Key. Weavz handles token management, refresh, and secure credential storage automatically.
How much does the PandaDoc integration cost?
The PandaDoc integration is included on all Weavz plans including the free tier with 1,000 actions per month. No credit card required.
What triggers does PandaDoc support?
PandaDoc supports 3 triggers including Document Completed, Document State Changed, Document Updated.
Connect PandaDoc in 2 minutes
Get 1,000 free actions every month. No credit card required.