Hubspot integration: how to get the PandaDoc document id from a deal through the Deals API

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Birdie Team

• August 27, 2021 05:50

Hi,

I posted this on the Hubspot Forum previously but the issue is still unresolved.
So I'll try to repost it here hoping to find a solution.

I've got the PandaDoc integration enabled for Hubspot so that I can associate a PandaDoc document to a specific deal.

What I need to do is to get the PandaDoc document id from the Deals API but I can't find the related field to query.

Do you know how to get this info?

Thanks!

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  Birdie Team

  • September 02, 2021 08:49

  Found an alternative to get the PandaDoc contract id from the Hubspot deal.
  Using the PandaDoc API (List Documents) I can query using a metadata info attached to the contract itself (metadata_hubspot.deal_id). With that field, I can get the associated document.

  Example: https://api.pandadoc.com/public/v1/documents?metadata_hubspot.deal_id={hubspot_deal_id}

  This is a workaround: instead of fetching the contract id from the deal, I use the deal id to get the associated contract.

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  Rocky

  • September 02, 2021 12:36
  • Edited

  Hi There, 

  Awesome! I've been asking the dev team and they told me that using the PandaDoc API would be the only solution. Thanks for the update, and sorry for the delay from our end. 

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