Make (formerly Integromat)
This integration has been created by our friends at Integromat. If you have any questions regarding this integration, please contact them using this form.
Availability: PandaDoc - Business* and Enterprise plans, Integromat - all plans.
* You need an Enterprise plan account for the scenarios that require webhooks.
The PandaDoc modules allow you to watch, create, update, and delete the documents, and contacts in your PandaDoc account.
Easily connect PandaDoc with 600+ ready-made apps that automatically manage your document creation workflows – see Integromat on PandaDoc!
Getting Started with PandaDoc
Prerequisites
- A PandaDoc account
In order to use PandaDoc with Integromat, it is necessary to have a PandaDoc account. If you do not have one, you can create a PandaDoc account at signup.pandadoc.com.
Note:
The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!Connecting PandaDoc to Integromat
To connect your PandaDoc account to Integromat you need to obtain the API Key from your PandaDoc account and insert it in the Create a connection dialog in the Integromat module.
1. Go to Integromat and open the PandaDoc module's Create a connection dialog. Click Continue.
2. Enter your PandaDoc credentials and click Login.
3. Confirm the access by clicking Authorize.
The connection has been established.
Document
Watch Documents
Triggers when specified document event occurs.
1. Make sure that Webhooks are enabled for your account. Log in to your PandaDoc account, go to Dev Center, and check your Webhooks under the Configuration tab.
2. Login to Integromat, open the Watch Documents module, enter the details as following, and click Save.
Webhook Name | Enter a name for the webhook. |
Connection | Establish a connection to your PandaDoc account. |
Select an Event | Select the events you want to watch:
|
Webhook Name | Enter the webhook name that will be used in your PandaDoc account. |
Include Products | Select whether you want to include the products in the webhook payload. |
Include Tokens | Select whether you want to include the tokens. |
Include Fields | Select whether you want to include the fields. |
Include Metadata | Select whether you want to include the metadata. |
Include Pricing | Select whether you want to include the pricing. |
The webhook is successfully added.
Now, every time the specified event occurs in our PandaDoc account, the Watch Documents module in your Integromat scenario is triggered.
Search Documents
Searches for documents by given parameters.
Connection | Establish a connection to your PandaDoc account. |
Search Name | Enter a keyword or phrase to search the documents based on the specified criteria. |
Tag | Enter the tags to search only those documents based on the specified tags. |
Status | Select the status of the documents you are searching for. |
Template ID | Select the Template ID to search only those documents. |
Returns only Deleted | Select this option if you want to search only the deleted |
Limit | Set the maximum number of documents Integromat should return during one scenario execution cycle. |
Get a Document
Gets the details of a document.
Connection | Establish a connection to your PandaDoc account. |
Document ID | Select the Document ID whose details you want to retrieve. |
Create a Document
Creates a new document.
Connection | Establish a connection to your PandaDoc account. |
Document Name | Enter the name of the document. |
Send a document | Select and enter the message if you would like to send this document to some members. |
Subject | Enter the subject line of the message. |
Message | Enter the message text. |
Template ID | Select the Template ID you want to use for the document. For example, Invoice . When you select a template, the fields related to the template auto-populates which you need to fill to complete the document. |
Tags | Enter the tags for the document. |
Document Metadata |
Add the metadata: Key Enter the key name. Value Enter the key value. |
Download a Document
Downloads a document in PDF format.
Connection | Establish a connection to your PandaDoc account. |
Document ID | Select the Document ID that you want to download in PDF format. |
Delete a Document
Deletes a document.
Connection | Establish a connection to your PandaDoc account. |
Document ID | Select the Document ID you want to delete. |
Contact
List Contacts
Retrieves a list of all contacts.
Connection | Establish a connection to your PandaDoc account. |
Limit | Set the maximum number of contacts Integromat should return during one scenario execution cycle. |
Get a Contact
Gets the details of a contact.
Connection | Establish a connection to your PandaDoc account. |
Contact ID | Select the Contact ID whose details you want to retrieve. |
Create a Contact
Creates a new contact.
Connection | Establish a connection to your PandaDoc account. |
First Name | Enter the first name of the contact. |
Last Name | Enter the last name of the contact. |
Enter the email address of the contact. | |
Title | Enter the contact's position in the company. |
Company | Enter the company name to which the contact belongs to. |
Phone | Enter the contact's phone number. |
Street Address | Enter the street address details of the contact. |
City | Enter the contact's city name. |
Postal Code | Enter the contact's area postal code. |
State | Enter the contact's state name. |
Country | Enter the contact's country name. |
Update a Contact
Updates an existing contact.
Connection | Establish a connection to your PandaDoc account. |
Contact ID | Select the Contact ID whose details you want to update. |
First Name | Enter the first name of the contact. |
Last Name | Enter the last name of the contact. |
Enter the email address of the contact. | |
Title | Enter the contact's position in the company. |
Company | Enter the company name to which the contact belongs to. |
Phone | Enter the contact's phone number. |
Street Address | Enter the street address details of the contact. |
City | Enter the contact's city name. |
Postal Code | Enter the contact's area postal code. |
State | Enter the contact's state name. |
Country | Enter the contact's country name. |
Delete a Contact
Deletes a contact.
Connection | Establish a connection to your PandaDoc account. |
Contact ID | Select the Contact ID you want to delete. |
Others
Make an API Call
Performs an arbitrary authorized API call.
Connection | Establish a connection to your PandaDoc account. |
URL |
Enter a path relative to For the list of available endpoints, refer to the PandaDoc API Documentation.
|
Method |
Select the HTTP method you want to use: GET POST PUT PATCH DELETE |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query string | Enter the request query string. |
Body | Enter the body content for your API call. |
Example - List Documents
The following API call returns all the documents from your PandaDoc account.
Matches of the search can be found in the module's Output under Bundle > Body > results.
In our example, 8 documents weres returned: