How do I connect PandaDoc?

Add the PandaDoc piece to a flow, then authenticate with API key. Once connected, its 6 triggers and 23 actions are available anywhere in the builder.

What can I automate with PandaDoc?

"Document Completed" can start a flow that runs "Create Document from Template", and you can chain PandaDoc together with any of 770+ other apps and AI steps in between.

Can I self-host the PandaDoc integration?

Yes. Activepieces is fully self-hostable, so you can run the PandaDoc piece on your own infrastructure with your connections and your data staying in your environment.

Can my AI agent use PandaDoc as a tool?

Yes. Every piece you connect can be exposed over one Activepieces MCP server, so Claude, Cursor, Windsurf or any MCP client can call PandaDoc actions as tools.

PandaDoc integration

Create, send and track documents, proposals and e-signatures.

Start building Use PandaDoc with your AI

Actions: 23
Triggers: 6
Auth: API key
License: MIT, open source
Updated: November 2026

About the PandaDoc integration

Add the PandaDoc piece to a flow, connect your account once, and the rest of the builder can read from it and write to it. Because the piece is open source you can run it on our cloud or self-host it, and combine PandaDoc with 770+ other apps in the same flow.

Triggers

Start a flow the moment something happens in PandaDoc

Each trigger below can start a flow on its own, either instantly or on a schedule.

Document Completed
Triggers when a document is completed (all recipients have signed or approved).
2 fields
Document State Changed
Triggers when a document status changes.
1 field
Document Updated
Triggers when a sent document is moved back to draft so it can be edited.
3 fields
Recipient Completed
Triggers when one recipient finishes their part of a document (signs or approves).
2 fields
Document Deleted
Triggers when a document is deleted.
Document Creation Failed
Triggers when PandaDoc fails to create a document requested through the API (for example a bad file or missing field values).

Actions

Everything Activepieces can do in PandaDoc

Drop any of these into a flow and fill in the fields. No code is required.

Create Document from Template
Creates a document from a PandaDoc Template.
9 fields
Create Attachment
Adds an attachment to a document, from a file URL or an uploaded file.
4 fields
Create or Update Contact
Creates a new or update an existing contact.
17 fields
Find Document(s)
Finds documents using filters such as name, status, template, folder, contact and dates.
22 fields
Get Document Attachment
Retrieves details of a specific attachment from a document.
2 fields
Get Document
Retrieves comprehensive document data.
1 field
Download Document
Downloads a document as PDF (or a zip of PDFs, one per section).
9 fields
Send Document
Sends a draft document to its recipients for viewing or signing.
5 fields
Create Document from File
Creates a document from a PDF (or DOCX) file or a public file URL.
10 fields
Create Signing Link
Creates a temporary link a recipient can open to view and sign a sent document.
3 fields
Send Document Reminder
Emails a reminder to recipients who have not yet completed a sent document.
4 fields
Update Document Status
Manually marks a document as completed, paid, voided or declined.
4 fields
Delete Document
Deletes a document.
1 field
Move Document to Folder
Moves a document into a folder.
2 fields
Add Document Recipient
Adds a contact as a recipient of a draft document.
2 fields
List Document Fields
Lists the fields of a document with their current values.
1 field
List Templates
Lists or searches templates.
5 fields
Get Template Details
Gets a template with its roles, fields and variables.
1 field
List Document Folders
Lists document folders, optionally inside a parent folder.
3 fields
Create Document Folder
Creates a folder for documents.
2 fields
Find Contacts
Finds contacts by exact email, or lists all contacts.
1 field
Delete Contact
Deletes a contact.
1 field
Custom API Call
Make a custom API call to a specific endpoint
10 fields

Use PandaDoc in a flow

Connect PandaDoc once and every trigger and action above is yours to drop into the builder, alongside 770+ other apps. Free to start, on our cloud or your own servers.

Build a PandaDoc flow Talk to sales

PandaDoc, answered.

Yes. Activepieces is open source and free to start, and the PandaDoc piece is included on every plan, from the free cloud tier to any self-hosted deployment.