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PandaDoc
Previewv0.1.0
16 actions · 1 auth method
IAME-Signature

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.
2

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · API Key

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 (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Link Account · API Key

4

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

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Actions

16 actions
Action
Description
Get Unified Credentials
Get the current PandaDoc connection’s unified credentials and identity.
List Unified Groups
List unified groups (workspaces) in a PandaDoc account.
Get Unified Group
Get a unified PandaDoc group (workspace) by ID.
List Unified Roles
List the built-in roles of a PandaDoc account.
Get Unified Role
Get a built-in PandaDoc role by ID.
List Unified Users
List unified users in a PandaDoc account.
Get Unified User
Get a unified PandaDoc user by ID.
List Members
List the members of the workspace the PandaDoc API key belongs to.
Get Member
Get one member of the PandaDoc API key’s workspace by membership ID.
Get Current Member
Get the PandaDoc member who owns the API key.
List Users
List the users in the PandaDoc organization with their licenses and workspace roles.
Get User
Get one PandaDoc user by user ID.
List Workspaces
List the workspaces in the PandaDoc organization.
Add Member To Workspace
Add an existing PandaDoc user to a workspace with a role.
Change Member Role
Change the role of a member in a PandaDoc workspace.
Remove Member From Workspace
Remove a member from a PandaDoc workspace.