Actions21
Overview
This node integrates with the PandaDoc API to create a new document from an existing PDF file. It uploads a PDF (up to 150MB) as a document in PandaDoc, optionally assigning recipients for signing, adding tags and metadata, parsing form fields, and placing the document into a specified folder.
Common scenarios include automating contract generation, onboarding documents, or any workflow where a PDF needs to be converted into a PandaDoc document for electronic signatures or further editing.
For example, you can use this node to upload a signed offer letter PDF, assign it to multiple recipients with defined signing order, add metadata for tracking, and store it in a specific folder for organization.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method of authenticating with PandaDoc API: either API Key or OAuth2. |
| Name | The name to assign to the newly created document in PandaDoc. |
| Binary Property | The name of the binary input property that contains the PDF file to upload. The PDF file must be less than 150MB. |
| Recipients | A list of recipients who will receive the document. Each recipient includes: - Email (required) - First Name - Last Name - Role (e.g., signer, viewer) - Signing Order (numeric order for signing sequence) |
| Options | Additional optional settings: - Tags: Comma-separated tags to label the document. - Metadata: Key-value pairs to attach custom metadata. - Parse Form Fields: Whether to convert PDF form fields into editable fields. - Folder UUID: Identifier of the folder to store the document in. |
Output
The node outputs JSON data representing the created document's details as returned by the PandaDoc API. This typically includes the document ID, status, creation date, URL, and other metadata.
If the operation is successful, the output JSON allows subsequent nodes to reference or manipulate the newly created document.
No binary data is output by this node; it only processes binary input (the PDF file).
Dependencies
- Requires access to the PandaDoc API.
- Requires an API key credential or OAuth2 authentication configured in n8n.
- The PDF file to upload must be provided as binary data in the specified binary property.
- Network connectivity to PandaDoc service is necessary.
Troubleshooting
- File Size Limit Exceeded: If the PDF exceeds 150MB, the upload will fail. Ensure the file size is within limits.
- Missing Binary Data: If the specified binary property does not exist or is empty, the node cannot upload the PDF.
- Invalid Recipient Data: Each recipient must have a valid email address; missing or malformed emails may cause errors.
- Authentication Errors: Incorrect or expired API keys or OAuth tokens will result in authentication failures.
- Folder UUID Invalid: Specifying a non-existent folder UUID will cause the document creation to fail.
- API Rate Limits: Hitting PandaDoc API rate limits may cause temporary failures; retry after some time.
Error messages from the node usually indicate the underlying API error message, which helps diagnose issues such as invalid parameters or authentication problems.