How to Connect PandaDoc to the Blogs API via GHL

Connecting Blogs API with PandaDoc to automate document workflows in GHL

Steps to link Blogs API with PandaDoc inside your GHL account

Overview: Establish a secure connection between the Blogs API and PandaDoc using GHL’s app connector. This guide covers authentication, endpoint usage, and practical use cases like auto-generating PandaDoc templates from blog posts.

GHL authentication for Blogs API

Authenticate the Blogs API within GHL using OAuth or API keys, depending on your setup. Ensure your API credentials are scoped to emails, posts, and categories for optimal integration.

PandaDoc authentication

Connect PandaDoc to GHL by authorizing PandaDoc’s app within your GHL workspace. Use a secure OAuth flow and grant the necessary permissions to create and retrieve documents from PandaDoc.

Core PandaDoc endpoints used in this integration

Key endpoints involved in this PandaDoc + Blogs API workflow include: GET emails/builder, POST emails/builder, GET emails/schedule, GET blogs/posts, POST /blogs/posts, PUT /blogs/posts/:postId, GET /blogs/posts/url-slug-exists, GET /blogs/categories, GET /blogs/authors, POST /emails/builder/data, and POST /documents (PandaDoc) for document creation. Map blog post fields (title, content, excerpt, author) to PandaDoc template fields.

Top 3 connection patterns between Blogs API and PandaDoc in GHL

Trigger-based document automation from blog posts

When a new blog post is published in Blogs API, trigger PandaDoc to generate a document draft ready for review.

Actions: fetch post data, create PandaDoc document, attach content, notify the team.

POST /blogs/posts to create a draft; PUT /blogs/posts/:postId to update; POST /emails/builder/data to assemble content for PandaDoc.

postId, title, slug, excerpt, content, author, date_published, templateId

Top 3 connection patterns between Blogs API and PandaDoc in GHL

Update-driven template regeneration

Blog post updates in Blogs API trigger a PandaDoc template regeneration.

Actions: pull updated content, regenerate document, update PandaDoc draft, notify stakeholders.

PUT /blogs/posts/:postId to update; POST /emails/builder/data for content attachment; PATCH if incremental changes are supported.

postId, content, updatedAt, templateId

Top 3 connection patterns between Blogs API and PandaDoc in GHL

Scheduled distribution of blog content via PandaDoc

Scheduled cadence (daily/weekly) from Blogs API to distribute PandaDoc documents.

Actions: fetch latest posts, assemble document, share via PandaDoc with recipients.

POST /blogs/posts for new content; POST /emails/builder for distribution; or directly use PandaDoc document creation endpoint.

postId, recipients, schedule, docTemplateId

No-code benefits of connecting Blogs API and PandaDoc in GHL

Fast automation without writing code

End-to-end content-to-document workflow

Centralized control from the GHL dashboard

Glossary of terms for the PandaDoc + Blogs API integration

Key terms and processes: authors, categories, slugs, templates, documents, workflows, triggers

API Endpoint

An addressable URL in the Blogs API or PandaDoc API used to perform actions like read, create, update, or delete data.

Slug

A URL-friendly version of a blog post title used to generate links and slugs.

Template

A reusable document layout in PandaDoc that gets populated with blog content.

Workflow

A series of automated steps that connects Blogs API data to PandaDoc documents within GHL.

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Creative ideas for PandaDoc + Blogs API in GHL

Auto-created client-ready quotes from blog highlights

Pull the latest blog insights and auto-generate PandaDoc quotes for client outreach

Blog-to-proposal link generator

Convert blog case studies into PandaDoc proposals with a single click

Automated renewal reminders

Trigger PandaDoc renewal documents when a post signals an ongoing customer relationship

Three simple steps to connect PandaDoc with Blogs API in GHL

Prepare credentials and permissions

Obtain API keys and OAuth scopes for both PandaDoc and the Blogs API; verify emails/builder and blogs access

Configure integration in GHL

Install the PandaDoc app in GHL, select the Blogs API as the data source, and map fields

Test and go live

Run a test post, generate a PandaDoc document, review, and enable automation

Frequently Asked Questions

Do I need coding skills to set up this integration?

No coding is required. This integration uses GHL’s app platform and built-in workflows to connect Blogs API data to PandaDoc. You can assemble triggers, actions, and field mappings visually, then test before going live.\nTip: start with a small workflow to see how blog posts flow into PandaDoc templates and documents.

Core endpoints to consider include GET /blogs/posts, POST /blogs/posts, GET /blogs/categories, and GET /blogs/authors, plus PandaDoc endpoints like POST /documents and templates. Map the post title, content, and metadata to a PandaDoc template fields.

Authenticate GHL with your Blogs API credentials and PandaDoc credentials using OAuth or API keys. Store tokens securely and use scoped permissions to limit access to needed data such as posts and documents.

Yes. Schedule triggers in GHL workflows to publish PandaDoc documents automatically when new blog posts go live.

When a post is updated, reuse the existing PandaDoc document or trigger a new version with updated content, depending on your workflow needs.

There is typically no strict limit, but check PandaDoc and Blogs API plan limits. You can manage templates by archiving or deleting unused ones.

Yes. You can revoke access and disconnect the integration from the GHL marketplace settings. Re-authenticate if needed.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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