Actions21
Overview
This node integrates with the PandaDoc API to update an existing document. It allows users to modify document properties such as the document's name, move it to a different folder, or update its metadata fields. This operation is useful in scenarios where documents need to be programmatically maintained or adjusted after creation, for example, updating contract details, reorganizing documents into folders, or adding custom metadata for tracking purposes.
Practical examples:
- Renaming a document to reflect a new version or status.
- Moving a document to a specific project folder automatically.
- Adding or updating metadata keys and values to categorize or tag documents for reporting.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method of authentication to use: "API Key" or "OAuth2". |
| Document | The target document to update. Can be selected from a list of documents or specified by ID. |
| Update Fields | Collection of fields to update on the document: |
| - Name | New name for the document. |
| - Folder UUID | UUID of the folder to move the document into. |
| - Metadata | Multiple key-value pairs to add or update as metadata on the document. |
Output
The node outputs JSON data representing the updated document object returned by the PandaDoc API. This typically includes the document's current state after the update, such as its ID, name, folder location, metadata, status, and other relevant attributes.
No binary data output is produced by this operation.
Dependencies
- Requires access to the PandaDoc API.
- Needs either an API key credential or OAuth2 credentials configured in n8n for authentication.
- 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, at least 16 characters), the node will throw a validation error. Ensure the ID is correct.
- Authentication Errors: Incorrect or expired API keys or OAuth tokens will cause authentication failures. Verify credentials are valid and have necessary permissions.
- Document Not Found: Attempting to update a non-existent document will result in an error. Confirm the document exists and the ID is accurate.
- API Rate Limits: Frequent updates may hit PandaDoc API rate limits, causing temporary failures. Implement retry logic or reduce request frequency.
- Metadata Format Issues: Metadata keys and values must be strings; invalid types may cause errors.