NagentArtefacts
Dev & Technology
Enterprise and White Glove
Company
PandaDoc connects to a Nagent workspace with an API key. Once it is connected, agents can call 14 PandaDoc actions, such as "Create Document Attachment", "Create Document from File Upload" and "Create Document Folder". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against PandaDoc, with input parameters and output schema.
PANDADOC_CREATE_DOCUMENT_ATTACHMENTCreates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Excel spreadsheets, or other content without embedding them directly into the document. Attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50MB per file.
Input parameters
File to upload as an attachment.
UUID of the document to attach the file to
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_CREATE_DOCUMENT_FROM_FILECreates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processing, signing, and tracking. Either `file` or `url` must be provided; omitting both will fail. Large files may time out during upload and conversion.
Input parameters
Public HTTPS URL of the file to use (PDF, DOCX, or RTF format). Either 'file' or 'url' must be provided.
File to upload (PDF, DOCX, or RTF format). Either 'file' or 'url' must be provided.
Name of the document
Tags to categorize the document
Model for document owner.
List of recipients for the document Each recipient object must include a valid `email` field; missing or malformed emails will prevent sending or signing.
Whether to parse form fields in the document (for PDFs)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_CREATE_FOLDERCreates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
Input parameters
Name of the folder to be created
UUID of the parent folder if creating a nested folder structure
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_CREATE_OR_UPDATE_CONTACTThis tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
Input parameters
City of the contact
Email address of the contact. Required for both create and update operations.
Phone number of the contact
State of the contact
Company name of the contact
Country of the contact
Job title of the contact
Last name of the contact
First name of the contact
Postal code of the contact
Street address of the contact
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_CREATE_TEMPLATEThis tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter checks, proper error handling, and authentication with the PandaDoc API. The template can be created either by uploading a PDF file or by providing a structured content object that defines the template layout and elements.
Input parameters
PDF file to use for template creation
Name of the template
Optional tags to categorize the template
Content model for template creation from scratch.
Optional description of the template
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_CREATE_WEBHOOKCreates a new webhook subscription in PandaDoc to receive notifications about specific events. This action allows you to set up webhook notifications for various document-related events such as status changes, recipient completions, and updates. The webhook will send HTTP notifications to your specified endpoint when the configured events occur.
Input parameters
The endpoint URL where webhook notifications will be sent
A descriptive name for the webhook subscription
Whether the webhook subscription should be active
Additional data to include in webhook payload
List of events that will trigger the webhook
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_DELETE_CONTACTThis tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone.
Input parameters
The unique identifier of the contact to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_DELETE_TEMPLATEThis tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered. This action is permanent and should be used with caution.
Input parameters
The unique identifier of the template to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_GET_DOCUMENT_DETAILSFetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names. Use this after discovering a document via list/search to inspect recipients/status/fields/metadata/content-block references for follow-up automation or reporting.
Input parameters
The unique identifier of the document to retrieve details for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_GET_TEMPLATE_DETAILSThis tool retrieves detailed information about a specific template by its ID. The endpoint returns comprehensive template details including metadata, content details, and sharing settings.
Input parameters
The unique identifier of the template to retrieve details for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_LIST_CONTACTSList all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact information. Optionally filter by exact email address. Note: The API returns all contacts at once without pagination - filtering and pagination should be done client-side if needed.
Input parameters
Filter contacts by exact email match. Returns only contacts with this specific email address.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_LIST_DOCUMENT_FOLDERSThis tool retrieves a list of all document folders in PandaDoc. It's a standalone action that doesn't require any external dependencies or resource IDs. The tool will return a list of folders containing documents, with each folder containing information about its ID, name, and parent folder relationship.
Input parameters
Page number (starts from 1)
Number of folders to return (default: 50, max: 100)
The UUID of the parent folder. If omitted, returns folders in root directory
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_LIST_TEMPLATESThis tool retrieves a list of all templates available in the PandaDoc account. It supports parameters to filter templates by name, shared status, deleted status, pagination, and tag filtering, and returns detailed template information.
Input parameters
Search query to filter templates by name
Specific template ID to retrieve
Filter templates by tags
Page number of the results to return
Number of templates to return per page (1-100, default: 50)
Additional fields to include in the response (e.g., content_date_modified)
If true, returns only shared templates
If true, returns only deleted templates
UUID of the folder where the templates are stored
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PANDADOC_MOVE_DOCUMENT_TO_FOLDERThis tool allows users to move a document to a specific folder within their PandaDoc account. It performs a POST request to move the document to the specified folder. Both the document and the destination folder must exist. Only documents in draft status can be moved; attempting to move documents in sent, completed, or other non-draft states will fail.
Input parameters
The unique identifier of the destination folder
The unique identifier of the document to move
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 14 PandaDoc actions on Nagent, including "Create Document Attachment", "Create Document from File Upload" and "Create Document Folder". Create Document Attachment: Creates and adds an attachment to a PandaDoc document. Each action is listed on this page with its input parameters and its output.
PandaDoc connects with an API key, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Create Document Attachment takes 2 required inputs: file and document_id. It returns data, error and successful.