Connect Pandadoc to Salesforce

Create Document Attachment

Creates 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...

Create Document from File Upload

Creates 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. Larg...

Create Document Folder

Creates 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.

Create or Update Contact

This 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.

Create Template

This 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 create...

Create PandaDoc Webhook

Creates 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...

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.