PandaDoc#

Operate PandaDoc through your OOMOL-connected account. This skill calls the pandadoc connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action#

Assume the user has already installed the oo CLI, signed in, and connected PandaDoc. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

bash

oo connector schema "pandadoc" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

bash

oo connector run "pandadoc" --action "<action_name>" --data '<json>' --json

• --data takes a JSON object string or @path/to/file.json; omit it to send {}.
• The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action's live schema with oo connector schema to get its authoritative input fields.

Available actions#

• create_document_attachment — Upload an attachment file to a draft PandaDoc document. [write]
• create_document_from_file — Create a PandaDoc document from a public file URL, a transit file reference, or a local file upload. [write]
• create_folder — Create a new document folder in PandaDoc. [write]
• create_or_update_contact — Create a PandaDoc contact, or update the existing contact that matches the provided email address. [write]
• create_template — Create a PandaDoc template from structured content or from a local PDF upload. [write]
• create_webhook — Create a PandaDoc webhook subscription for document lifecycle events. [write]
• delete_contact — Delete a contact from the connected PandaDoc workspace. [destructive]
• delete_template — Delete a template from the connected PandaDoc workspace. [destructive]
• get_document_details — Retrieve detailed metadata for a specific PandaDoc document.
• get_template_details — Retrieve detailed metadata for a specific PandaDoc template.
• list_contacts — List contacts in the connected PandaDoc workspace, with optional exact email filtering.
• list_document_folders — List document folders in the connected PandaDoc workspace.
• list_templates — List templates available in the connected PandaDoc workspace.

Safety#

• Untagged actions are reads (get / list / search) — safe to run directly.
• Actions tagged [write] change PandaDoc state — confirm the exact payload and effect with the user before running.
• Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup#

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

• oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md): bash

  curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
  
  

  powershell

  irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
  
  

• Not signed in / authentication error — sign in to your OOMOL account once: bash

  oo auth login
  
  

• scope_missing / credential_expired / app_not_ready / app_not_found — PandaDoc is not connected, or the connection expired or lacks a scope. Connect once (auth type: API key) at: text

  https://console.oomol.com/app-connections?provider=pandadoc
  
  

• HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources#

• PandaDoc homepage: https://www.pandadoc.com