Actions21
Overview
This node interacts with the PandaDoc API to retrieve multiple documents based on various filtering criteria. The "Get Many" operation under the "Document" resource allows users to fetch a list of documents, optionally filtered by template ID, form ID, folder, contact, status, creation/modification/completion dates, deletion state, and more. It supports pagination control by allowing either all results or a limited number of results to be returned.
Common scenarios include:
- Retrieving all documents created within a specific date range.
- Filtering documents by their current status (e.g., completed, draft, sent).
- Searching for documents related to a particular contact or stored in a specific folder.
- Exporting document lists for reporting or integration with other systems.
Practical example:
- A user wants to get all completed documents created last month to generate a report.
- Another use case is fetching all documents associated with a certain template to monitor usage.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method of authenticating with the PandaDoc API. Options: API Key, OAuth2. |
| Return All | Whether to return all matching documents or limit the number of results. Boolean: true returns all; false limits results to the specified number. |
| Limit | Maximum number of documents to return when "Return All" is false. Minimum value is 1. Default is 50. |
| Filters | Collection of optional filters to narrow down the document search: |
| - Template ID | Filter documents by a specific template ID. Cannot be used together with Form ID. |
| - Form ID | Filter documents by a specific form ID. Cannot be used together with Template ID. |
| - Folder UUID | Filter documents stored in a specific folder identified by its UUID. |
| - Contact ID | Filter documents by the contact ID of a recipient or approver. |
| - Status | Filter documents by their status. Options include: • Draft • Sent for signature • Completed • Uploaded but not sent • Processing error • Viewed by recipient • Waiting approval • Approved • Rejected • Waiting payment • Paid • Voided • Declined by recipient • External review |
| - Created From | Filter documents created on or after this date/time (ISO 8601 format). |
| - Created To | Filter documents created before this date/time (ISO 8601 format). |
| - Deleted | Boolean indicating whether to return only deleted documents. |
| - Document ID | Search for a specific document by its unique ID. |
| - Completed From | Filter documents completed on or after this date/time (ISO 8601 format). |
| - Completed To | Filter documents completed before this date/time (ISO 8601 format). |
| - Modified From | Filter documents modified on or after this date/time (ISO 8601 format). |
| - Modified To | Filter documents modified before this date/time (ISO 8601 format). |
| - Order By | Sort order of the returned documents. Options include sorting by name, creation date, modification date, completion date, or status change date, each ascending or descending. Default is "Date Status Changed (Newest first)". |
| - Search Query | Text query to search documents by name or reference number. |
Output
The output is an array of JSON objects representing documents that match the specified filters. Each object contains detailed information about a document as returned by the PandaDoc API, such as document ID, name, status, creation/modification dates, associated contacts, and other metadata.
If the node supports binary data output for documents (e.g., PDF downloads), it would be summarized here, but for the "Get Many" operation, the output is purely JSON data listing multiple documents.
Dependencies
- Requires access to the PandaDoc API.
- Requires authentication via either an API key credential or OAuth2 credential configured in n8n.
- No additional external dependencies beyond the PandaDoc API and proper credentials.
Troubleshooting
Common issues:
- Incorrect or missing authentication credentials will cause API request failures.
- Using mutually exclusive filters together (e.g., both Template ID and Form ID) may result in errors or empty results.
- Date filters must be in correct ISO 8601 format; otherwise, the API may reject the request.
- Requesting too many documents without enabling "Return All" or setting a high limit may lead to partial results due to pagination.
Error messages:
"PandaDoc API error: <message>"indicates an issue communicating with the PandaDoc API, often due to invalid credentials, rate limiting, or malformed requests."The operation "getAll" is not supported for resource "document"!"suggests a misconfiguration in the node parameters.
Resolutions:
- Verify API credentials and permissions.
- Ensure filters are used correctly and do not conflict.
- Use valid date formats.
- Enable "Return All" if you need all documents, or set an appropriate limit.