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PandaDoc

Consume PandaDoc API

Overview

This node integrates with the PandaDoc API to manage contacts within the PandaDoc system. Specifically, the "Create Contact" operation allows users to add a new contact by providing an email and optional additional details such as name, company, job title, phone number, address, and metadata.

Common scenarios for this node include:

  • Automatically adding new leads or clients from other systems into PandaDoc for document management.
  • Enriching contact lists in PandaDoc with detailed information collected from forms or CRM systems.
  • Streamlining workflows that require creating contacts before sending documents or proposals.

For example, after capturing a lead's email and details via a web form, this node can create a corresponding contact in PandaDoc to prepare personalized documents.

Properties

Name Meaning
Authentication Method of authenticating with PandaDoc API: either API Key or OAuth2.
Email The email address of the contact to be created (required).
Additional Fields Optional extra information about the contact:
- First Name Contact's first name.
- Last Name Contact's last name.
- Company Company name associated with the contact.
- Job Title Contact's job title or position.
- Phone Contact's phone number.
- Country Contact's country.
- State Contact's state or province.
- Postal Code Postal code of the contact's address.
- Address Line 1 First line of the contact's address.
- Address Line 2 Second line of the contact's address.
- Metadata Custom key-value pairs to store additional metadata about the contact.

Output

The node outputs JSON data representing the newly created contact as returned by the PandaDoc API. This typically includes fields such as the contact's unique identifier, email, and any other provided details confirmed by the API.

No binary data output is produced by this operation.

Dependencies

  • Requires access to the PandaDoc API.
  • User must provide valid authentication credentials, either an API key or OAuth2 token configured in n8n.
  • Network connectivity to PandaDoc endpoints is necessary.

Troubleshooting

  • Authentication errors: Ensure the API key or OAuth2 credentials are correctly set up and have sufficient permissions.
  • Validation errors: The email field is required; missing or invalid emails will cause the request to fail.
  • API errors: If PandaDoc returns an error (e.g., rate limits, malformed requests), the node will throw an error with the message from the API.
  • Continue on Fail: If enabled, the node will continue processing subsequent items even if one fails, returning error details in the output.

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