Actions21
Overview
This node integrates with the PandaDoc API to manage documents programmatically. Specifically, the Document - Get operation retrieves detailed information about a single document identified by its ID or selected from a list.
Common scenarios where this node is beneficial include:
- Fetching the current status and metadata of a contract or proposal stored in PandaDoc.
- Automating workflows that require document data retrieval for further processing or reporting.
- Integrating PandaDoc documents into other systems by pulling document details dynamically.
For example, you could use this node to get a document's details after it has been signed, then trigger an email notification or update a CRM record accordingly.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method used to authenticate with PandaDoc API. Options: API Key, OAuth2. |
| Document | The specific document to operate on. Can be selected from a searchable list or specified by ID. |
The Document property supports two modes:
- From List: Search and select a document from your PandaDoc account.
- By ID: Provide the unique document ID (must be alphanumeric, at least 16 characters).
Output
The output contains the JSON representation of the requested document's details as returned by the PandaDoc API. This typically includes fields such as document name, status, creation date, modification date, and other metadata relevant to the document.
No binary data output is produced by this operation.
Example output structure (simplified):
{
"id": "string",
"name": "string",
"status": "string",
"date_created": "string",
"date_modified": "string",
"url": "string",
...
}
Dependencies
- Requires a valid PandaDoc API authentication credential, either via an API key or OAuth2 token.
- The node uses the PandaDoc REST API endpoints to fetch document data.
- Proper configuration of credentials in n8n is necessary before using this node.
Troubleshooting
- Invalid Document ID error: Ensure the document ID provided matches the required format (alphanumeric, minimum 16 characters).
- Authentication errors: Verify that the API key or OAuth2 token is correctly configured and has sufficient permissions.
- Document not found: If selecting from the list, ensure the document exists and is accessible under the authenticated account.
- API rate limits: PandaDoc may limit the number of API calls; if you encounter rate limit errors, consider adding delays or retries.
- Network issues: Check connectivity to the PandaDoc API endpoint.
If the node throws an error like "The operation "get" is not supported for resource "document"!", verify that the resource and operation parameters are correctly set.