Actions21
Overview
This node integrates with the PandaDoc API, enabling users to manage documents, templates, folders, and contacts within PandaDoc directly from n8n workflows. It supports a wide range of operations such as creating, retrieving, updating, deleting, sending, and downloading documents; managing folders and contacts; and working with document templates.
Common scenarios where this node is beneficial include automating document generation and delivery processes, managing client contact information, organizing documents into folders, and leveraging templates for consistent document creation. For example, a user can automatically generate a contract from a template, send it to a client for signature, and track its status—all within an automated workflow.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method used to authenticate with PandaDoc API. Options: - API Key - OAuth2 |
Note: Although the node supports selecting resources and operations (e.g., Document, Folder, Contact, Template), only the "Authentication" property was requested and provided here.
Output
The node outputs JSON data representing the results of the executed operation. The structure of the JSON depends on the resource and operation performed. For example:
- Document operations may return document metadata, status, or file content.
- Folder operations return folder details.
- Contact operations return contact information.
- Template operations return template details.
If the operation involves downloading a document, the node can output binary data representing the document file.
Errors encountered during execution are returned in the JSON output under an error field when "Continue On Fail" is enabled.
Dependencies
- Requires access to the PandaDoc API.
- Requires either an API key credential or OAuth2 authentication configured in n8n.
- Uses internal helper functions to make authenticated HTTP requests to PandaDoc endpoints.
Troubleshooting
Common issues:
- Invalid or missing API credentials will cause authentication failures.
- Unsupported resource-operation combinations will throw errors indicating the operation is not supported.
- Network or API errors from PandaDoc will be surfaced as node operation errors.
Error messages:
"The operation \"<operation>\" is not supported for resource \"<resource>\"!": Indicates that the selected operation does not exist for the chosen resource. Verify the resource and operation selections."PandaDoc API error: <message>": Indicates an error response from the PandaDoc API. Check API credentials, permissions, and request parameters.
To resolve errors, ensure correct authentication setup, verify resource and operation choices, and check network connectivity.