How do I connect PandaDoc?

Add the PandaDoc piece to a flow, then authenticate with API key. Once connected, its 3 triggers and 8 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 760+ 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

Connect PandaDoc to Activepieces and automate it end to end, without writing code.

Start building Use PandaDoc with your AI

Actions: 8
Triggers: 3
Auth: API key
License: MIT, open source
Updated: October 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 760+ 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.
2 fields
Document State Changed
Triggers when a document status changes.
1 field
Document Updated
Triggers when a document is updated.
3 fields

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.
8 fields
Create Attachment
Adds an attachment to a document.
3 fields
Create or Update Contact
Creates a new or update an existing contact.
17 fields
Find Document(s)
Finds documents based various filter.
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.
8 fields
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 760+ other apps. Free to start, on our cloud or your own servers.

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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.