Actions21
Overview
This node integrates with the PandaDoc API to create a shareable link for a specific document. The "Create Document Link" operation generates a URL that can be sent to recipients, allowing them to access the document without needing direct access to the PandaDoc account.
Common scenarios where this node is useful include:
- Sharing contracts or proposals with clients via email.
- Providing temporary access to documents for review or signature.
- Automating document distribution workflows in sales or legal processes.
For example, after generating a contract document in PandaDoc, you can use this node to create a secure link valid for a specified time and send it automatically to the client.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method of authenticating with PandaDoc API: either API Key or OAuth2. |
| Document | The target document to create a link for. Can be selected from a list of existing documents or specified by ID. |
| Options | Additional optional parameters: |
| - Recipient | Email address of the intended recipient of the document link. |
| - Lifetime (Seconds) | Duration in seconds for which the link will remain valid. Defaults to 604800 seconds (7 days). |
| - Expiration Date | Exact date and time when the link expires. Takes precedence over lifetime if both are set. |
Output
The node outputs JSON data containing details about the created document link. This typically includes the URL of the generated link and metadata such as expiration information.
If binary data were involved (e.g., document files), it would be indicated here, but this operation focuses on link creation only.
Dependencies
- Requires an active PandaDoc account.
- Requires authentication credentials configured in n8n, either an API key or OAuth2 token.
- Network access to the PandaDoc API endpoints.
Troubleshooting
- Invalid Document ID: Ensure the document ID matches the expected format (alphanumeric, at least 16 characters).
- Authentication Errors: Verify that the API key or OAuth2 credentials are correctly set up and have sufficient permissions.
- Link Expiration Conflicts: If both lifetime and expiration date are provided, the expiration date overrides the lifetime. Make sure the expiration date is in the future.
- API Rate Limits or Downtime: Temporary PandaDoc API issues may cause errors; retry after some time.
Common error messages:
"The operation "createDocumentLink" is not supported for resource "document"!"— indicates a misconfiguration of operation or resource."PandaDoc API error: <message>"— generic API error; check message details for specifics.