> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PandaDoc

> How to set up the PandaDoc connector, plus the actions that are available.

![PandaDoc](https://stackone-logos.com/api/pandadoc/filled/svg)

Previewv0.1.0[See changelog](https://docs.stackone.com/connectors/pandadoc/changelog.md)

[16 actions](#actions) · 1 auth method

IAM
E-Signature

## Getting Started

**1. Create or Select a Project**

Set up a new project or select an existing one. See [Organizations & Projects](https://docs.stackone.com/gateway/concepts/organizations-and-projects.md).

**2. Configure the Connector**

Enable the connector and set up a Connector Profile in your project. See [Setup Connector Profile](https://docs.stackone.com/gateway/quickstart.md#setup-connector-profile).

> **[Connector Profile · API Key](https://docs.stackone.com/connectors/pandadoc/guides/connector-profile/api-key.md)**
>
> Uses a Production or Sandbox API key. The key acts with the role of the person who generated it.

**3. Link an Account**

Link an account [from the dashboard](https://docs.stackone.com/connect/managing-connectors/linking-accounts.md#link-from-the-dashboard) (or via [StackOne Hub](https://docs.stackone.com/embed/account-linking/overview)).

See the guide for the authentication type chosen in the Connector Profile:

> **[Link Account · API Key](https://docs.stackone.com/connectors/pandadoc/guides/link-account/api-key.md)**

**4. Use Actions**

Connect an AI platform to the linked account's actions. See [AI Platforms](https://docs.stackone.com/connect/ai-platforms/overview.md).

Other ways to call actions are listed in [Protocols & SDKs](https://docs.stackone.com/connect/protocols-and-sdks.md).

## Actions

16 actions

ActionDescription

Get Unified Credentials`pandadoc_unified_get_me`

Get the current PandaDoc connection's unified credentials and identity.

List Unified Groups`pandadoc_unified_list_groups`

List unified groups (workspaces) in a PandaDoc account.

Get Unified Group`pandadoc_unified_get_group`

Get a unified PandaDoc group (workspace) by ID.

List Unified Roles`pandadoc_unified_list_roles`

List the built-in roles of a PandaDoc account.

Get Unified Role`pandadoc_unified_get_role`

Get a built-in PandaDoc role by ID.

List Unified Users`pandadoc_unified_list_users`

List unified users in a PandaDoc account.

Get Unified User`pandadoc_unified_get_user`

Get a unified PandaDoc user by ID.

List Members`pandadoc_list_members`

List the members of the workspace the PandaDoc API key belongs to.

Get Member`pandadoc_get_member`

Get one member of the PandaDoc API key's workspace by membership ID.

Get Current Member`pandadoc_get_current_member`

Get the PandaDoc member who owns the API key.

List Users`pandadoc_list_users`

List the users in the PandaDoc organization with their licenses and workspace roles.

Get User`pandadoc_get_user`

Get one PandaDoc user by user ID.

List Workspaces`pandadoc_list_workspaces`

List the workspaces in the PandaDoc organization.

Add Member To Workspace`pandadoc_add_member_to_workspace`

Add an existing PandaDoc user to a workspace with a role.

Change Member Role`pandadoc_change_member_role`

Change the role of a member in a PandaDoc workspace.

Remove Member From Workspace`pandadoc_remove_member_from_workspace`

Remove a member from a PandaDoc workspace.


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