Actions21
Overview
This node integrates with the PandaDoc API to send documents via email. The "Send Document" operation allows users to select a specific document and send it out, optionally including a subject line, message body, and sender information. It also supports sending the document silently without triggering an email notification.
Common scenarios for this node include automating document delivery workflows such as sending contracts, proposals, or agreements directly from PandaDoc to recipients. For example, after generating a contract document in PandaDoc, you can use this node to automatically send it to a client with a personalized message.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method of authentication to use: either "API Key" or "OAuth2". |
| Document | The document to send. Can be selected from a list of existing documents or specified by ID. |
| Options | Additional options for sending the document: |
| - Subject | Subject line of the email to be sent. |
| - Message | Message body to include in the email. |
| - Silent | Boolean flag indicating whether to send the document without sending an email notification. |
| - Sender | Who should be marked as the sender of the document; currently only option is "Me". |
Output
The node outputs JSON data representing the result of the send operation. This typically includes details about the document's status after sending, confirmation of the action, or any relevant metadata returned by the PandaDoc API.
No binary data output is produced by this operation.
Dependencies
- Requires access to the PandaDoc API.
- Requires user to provide valid authentication credentials, either an API key or OAuth2 token configured in n8n.
- The node uses internal helper functions to make authenticated HTTP requests to PandaDoc endpoints.
Troubleshooting
- Invalid Document ID: If the provided document ID does not match the expected format (alphanumeric string at least 16 characters long), the node will throw a validation error. Ensure the document ID is correct.
- Authentication Errors: If the API key or OAuth2 token is invalid or expired, the node will fail with an authentication error. Verify that credentials are correctly set up in n8n.
- Document Not Found: If the document specified does not exist or has been deleted, the API will return an error. Confirm the document exists in PandaDoc.
- Silent Option Misuse: Setting the "Silent" option to true sends the document without an email. If no email is sent but the recipient expects one, verify this setting.
- API Rate Limits: Frequent calls may hit PandaDoc API rate limits causing errors. Implement retry logic or reduce request frequency if needed.