When you configure an export, import, or other type of flow step using the prebuilt PandaDoc connector, you can select any of the API operations listed below, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the PandaDoc API documentation. You can also create a composite endpoint for this application in HTTP mode.
Resource |
API endpoint |
Export |
Import |
---|---|---|---|
API logs |
List API log |
X |
|
Get API log details |
X |
||
Communication preferences |
Recent SMS opt out |
X |
|
Contacts |
List contacts |
X |
|
Create contact |
X |
||
Contact details |
X |
||
Delete contact |
X |
||
Update contact |
X |
||
Content library items |
List content library item |
X |
|
Create content library item |
X |
||
Get content library item status |
X |
||
Content library item details |
X |
||
Document attachments |
List document attachments |
X |
|
Create document attachment |
X |
||
Get document attachment details |
X |
||
Delete document attachment |
X |
||
Download document attachment |
X |
||
Document fields |
List document fields |
X |
|
Create document fields |
X |
||
Document link to CRM |
List documents by linked object |
X |
|
List linked objects |
X |
||
Create linked object |
X |
||
Delete linked object |
X |
||
Document recipients |
Add document recipient |
X |
|
Delete document recipient |
X |
||
Update document recipient |
X |
||
Change signer (reassign document recipient) |
X |
||
Document sections bundles |
List document sections |
X |
|
Create document section |
X |
||
Get document section upload status |
X |
||
Get document section information |
X |
||
Delete document section |
X |
||
Documents |
List documents |
X |
|
Document status |
X |
||
Document details |
X |
||
Send document |
X |
||
Share document: Create a document link |
X |
||
Create document from PandaDoc template |
X |
||
Delete document |
X |
||
Update document |
X |
||
Document status change |
X |
||
Move document to draft |
X |
||
Create document editing session |
X |
||
Download document |
X |
||
Download completed document |
X |
||
Update document ownership |
X |
||
Transfer document ownership |
X |
||
Move document to folder |
X |
||
Folders API |
Documents folders: list documents folders |
X |
|
Templates folders: list templates folders |
X |
||
Documents folders: create documents folder |
X |
||
Documents folders: rename documents folder |
X |
||
Templates folders: create templates folder |
X |
||
Templates folders: rename templates folder |
X |
||
List templates folders |
X |
||
Forms |
List forms |
X |
|
Members |
List members |
X |
|
Current member details |
X |
||
Get member details |
X |
||
Create member token |
X |
||
Notary |
Create notarization request |
X |
|
Product catalog |
List catalog items search |
X |
|
Create catalog item |
X |
||
Catalog item details |
X |
||
Update catalog item |
X |
||
Delete catalog item |
X |
||
Quotes |
Quote update |
X |
|
Templates |
List templates |
X |
|
Template details |
X |
||
Create template |
X |
||
Delete template |
X |
||
Get template status |
X |
||
Update template |
X |
||
Create template editing session |
X |
||
User and workspace management |
List workspaces |
X |
|
Create workspace |
X |
||
Deactivate workspace |
X |
||
List users |
X |
||
Create user |
X |
||
Add member to workspace |
X |
||
Remove member from workspace |
X |
||
Create API key |
X |
||
Webhook events |
List webhook events |
X |
|
Get webhook event by UUID |
X |
||
Webhook subscriptions |
List webhook subscriptions |
X |
|
Create webhook subscription |
X |
||
Webhook subscription details |
X |
||
Update webhook subscription |
X |
||
Delete webhook subscription |
X |
||
Update webhook subscription shared key |
X |