Actions21
Overview
This node integrates with the PandaDoc API to retrieve multiple contact records. The "Get Many" operation under the "Contact" resource allows users to fetch a list of contacts, optionally filtered by email and limited in number or returned fully.
Common scenarios where this node is useful include:
- Synchronizing contact lists from PandaDoc into other systems.
- Automating workflows that require bulk processing or analysis of contact data.
- Filtering contacts by email to target specific individuals or groups.
For example, you could use this node to get all contacts with a particular email domain or to retrieve a limited set of contacts for batch processing.
Properties
Name | Meaning |
---|---|
Authentication | Method to authenticate with PandaDoc API: either "API Key" or "OAuth2". |
Return All | Whether to return all matching contacts or limit the number of results returned. |
Limit | Maximum number of contacts to return if "Return All" is false (minimum 1, default 50). |
Filters | Collection of filters to narrow down results. Currently supports filtering by Email only. |
The Filters property currently supports:
- Email: Filter contacts by their email address (exact match).
Output
The output is an array of JSON objects, each representing a contact retrieved from PandaDoc. Each object contains the contact's details as provided by the PandaDoc API.
If no contacts are found, the output will be an empty array.
No binary data is output by this node.
Dependencies
- Requires valid authentication credentials for PandaDoc API, either via an API key or OAuth2 token.
- The node depends on the PandaDoc API being accessible and responsive.
- No additional environment variables or external services are required beyond the PandaDoc API credentials.
Troubleshooting
- Authentication errors: Ensure that the provided API key or OAuth2 token is valid and has sufficient permissions to access contacts.
- Empty results: If no contacts are returned, verify that the filter criteria (e.g., email) are correct and that contacts exist in PandaDoc matching those filters.
- Limit issues: When "Return All" is false, ensure the "Limit" value is set appropriately (minimum 1).
- API errors: Network issues or PandaDoc API downtime can cause errors; check connectivity and PandaDoc service status.
- Unsupported operations: Using an unsupported operation or resource combination will throw an error indicating the operation/resource is not supported.