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PandaDoc

Consume PandaDoc API

Overview

This node integrates with the PandaDoc API to manage folders within a PandaDoc account. Specifically, the "Folder - Create" operation allows users to create a new folder in their document management system. This is useful for organizing documents into hierarchical structures, improving document management and retrieval.

Common scenarios include:

  • Automatically creating project-specific folders when onboarding new clients.
  • Organizing documents by department or team within an organization.
  • Structuring folders dynamically based on workflow triggers.

For example, you could use this node to create a folder named "Q2 Reports" under a parent folder "Financials" to keep all quarterly reports organized.

Properties

Name Meaning
Authentication Method of authenticating with PandaDoc API: either "API Key" or "OAuth2".
Name The name of the folder to be created.
Additional Fields Optional extra settings for the folder creation:
  Parent Folder Specifies where to create the new folder: options include selecting from existing folders, providing a folder ID, or none (root level).

Output

The node outputs JSON data representing the newly created folder's details as returned by the PandaDoc API. This typically includes properties such as the folder's unique identifier, name, creation date, and possibly sharing status.

No binary data output is involved in this operation.

Dependencies

  • Requires access to the PandaDoc API.
  • Requires authentication via either an API key credential or OAuth2 token configured in n8n.
  • The node uses internal helper functions to make authenticated HTTP requests to PandaDoc endpoints.

Troubleshooting

  • Common issues:

    • Invalid or missing authentication credentials will cause API request failures.
    • Providing an invalid parent folder ID (not matching the expected pattern) will result in validation errors.
    • Network connectivity problems can prevent communication with the PandaDoc API.
  • Error messages:

    • "PandaDoc API error: <message>" indicates an issue returned by the PandaDoc API, such as invalid parameters or permission issues.
    • "Not a valid Folder ID" appears if the provided parent folder ID does not match the required format (alphanumeric and dashes, minimum length 16).
    • "The operation "create" is not supported for resource "folder"!" would occur if the operation is incorrectly specified.

To resolve these, ensure correct authentication setup, validate input fields carefully, and verify network connectivity.

Links and References

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