Actions21
Overview
This node integrates with the PandaDoc API to retrieve multiple document templates. It is designed to fetch a list of templates based on various filters and pagination options, making it useful for workflows that need to manage or display available document templates dynamically.
Common scenarios include:
- Automatically listing all available templates in an organization.
- Filtering templates by folder, tag, or shared status to organize documents.
- Retrieving only the count of templates for reporting or conditional logic.
- Limiting the number of templates fetched to optimize performance.
For example, a user might want to get all shared templates tagged "Contract" within a specific folder to generate contracts automatically.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method used to authenticate with PandaDoc API: API Key or OAuth2 |
| Return All | Whether to return all matching templates or limit the results |
| Limit | Maximum number of templates to return (used if Return All is false) |
| Filters | Collection of optional filters to narrow down the templates: |
| - Folder UUID | UUID of the folder containing the templates |
| - Q | Search query string to filter templates by name |
| - Count | If true, returns only the total count of matching templates |
| - Tag | Filter templates by a specific tag |
| - Shared | If true, returns only templates that are shared |
Output
The node outputs an array of JSON objects representing the templates retrieved from PandaDoc. Each object contains template details as returned by the API, such as template ID, name, creation date, tags, and sharing status.
If the "Count" filter is enabled, the output will contain only the total number of matching templates instead of detailed template data.
No binary data output is produced by this operation.
Dependencies
- Requires a valid PandaDoc API authentication credential, either via an API key or OAuth2 token.
- The node uses the PandaDoc REST API endpoints to fetch template data.
- Proper configuration of credentials in n8n is necessary for successful API communication.
Troubleshooting
- Authentication errors: Ensure the provided API key or OAuth2 token is valid and has sufficient permissions to access templates.
- Empty results: Verify that the filters applied (folder UUID, tag, search query) match existing templates.
- Rate limits or API errors: The PandaDoc API may throttle requests; handle errors gracefully and consider adding delays or retries.
- Invalid limit values: The limit must be at least 1; setting it below this may cause errors.
- Unsupported operations: Using an operation other than "Get Many" for the Template resource will result in an error.