Actions21
Overview
This node integrates with the PandaDoc API to retrieve detailed information about a specific document template. The "Get Template" operation fetches metadata and details of a chosen template by its ID or from a selectable list. This is useful in workflows where you need to access template data for document generation, auditing, or further processing.
Practical examples include:
- Automatically retrieving a contract template's details before generating a new document.
- Fetching template metadata to display or log within an automation.
- Using template information to conditionally branch workflow logic based on template properties.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method to authenticate with PandaDoc API: either using an API Key or OAuth2 token. |
| Template | The template to retrieve. Can be selected from a searchable list of templates or specified directly by its ID (alphanumeric string). |
Output
The node outputs JSON data representing the full details of the requested template as returned by the PandaDoc API. This typically includes fields such as template name, creation date, status, and other metadata relevant to the template.
No binary data output is produced by this operation.
Dependencies
- Requires a valid PandaDoc API authentication credential, either an API key or OAuth2 token.
- The node depends on network connectivity to the PandaDoc API endpoint.
- No additional environment variables are required beyond the configured credentials.
Troubleshooting
Common issues:
- Invalid or missing template ID: Ensure the template ID matches the expected alphanumeric format.
- Authentication errors: Verify that the provided API key or OAuth2 token is valid and has sufficient permissions.
- Network or API errors: Temporary connectivity issues or API rate limits may cause failures.
Error messages:
PandaDoc API error: <message>indicates an issue returned by the PandaDoc API, such as invalid parameters or authentication failure.The operation "get" is not supported for resource "template"!suggests a misconfiguration in the node’s operation selection.
Resolutions:
- Double-check the template ID input and use the list mode to select a valid template if unsure.
- Confirm that the authentication credentials are correctly set up in n8n.
- Review API usage limits and retry after some time if rate-limited.
Links and References
- PandaDoc API Documentation – Official reference for the Templates GET endpoint.
- PandaDoc Website – For general product information and account setup.