Access to the Contacts API uses an API key or OAuth token with scopes such as contacts.readonly for reading and contacts.write for creating updates.
PandaDoc authenticates with API tokens that grant access to templates, documents, and workflows; store credentials securely and rotate keys regularly.
Endpoint overview: GET /contacts/:contactId GET /contacts/:contactId/tasks GET /contacts/:contactId/tasks/:taskId GET /contacts/:contactId/notes GET /contacts/:contactId/notes/:id GET /contacts/:contactId/appointments GET /contacts/ GET /contacts/business/:businessId contacts.write POST /contacts/ PUT /contacts/:contactId DELETE /contacts/:contactId POST /contacts/:contactId/tasks PUT /contacts/:contactId/tasks/:taskId PUT /contacts/:contactId/tasks/:taskId/completed DELETE /contacts/:contactId/tasks/:taskId POST /contacts/:contactId/tags
Trigger: a contact is updated in the CRM, which starts population of a PandaDoc document with the latest contact fields.
Actions: call GET /contacts/:contactId to fetch data, then map fields into PandaDoc placeholders and generate or update documents.
GET /contacts/:contactId
Fields used: id, firstName, lastName, email, phone, status
Trigger: a PandaDoc document changes stage and a related task is completed or updated in PandaDoc
Actions: create or update tasks via POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId to reflect status
POST /contacts/:contactId/tasks
Fields: contactId, taskId, title, status, dueDate
Trigger: a PandaDoc note or tag is added or updated
Actions: POST /contacts/:contactId/notes and POST /contacts/:contactId/tags
POST /contacts/:contactId/notes
Fields: contactId, noteId, content
Auto fill templates with live contact data to reduce manual entry
Keep data synchronized across systems without custom development or servers
Deliver faster proposals and contracts with real time data
This section covers endpoints, authentication, triggers, and data fields used to connect PandaDoc with the Contacts API
A record representing a person in the Contacts API with basic attributes
A specific API path and HTTP method used to access or modify data
Process of proving identity to access the API, typically via API keys or OAuth tokens
A unit of work assigned to a contact, such as a reminder
Populate PandaDoc templates with contact fields so every proposal uses the latest client details
Create tasks in the Contacts API when documents reach review or approval stages
Sync notes and tags from PandaDoc into contact records for context in one place
Obtain API credentials and confirm scopes to read and write as needed
Run sample requests such as GET /contacts to verify connectivity and response formats
Create a PandaDoc trigger that fills templates using Contacts API data
You can start with no code by using prebuilt connectors and mapping templates. For more complex needs, some light scripting may help map fields precisely. The PandaDoc UI can trigger actions based on Contacts API data changes. This setup is designed for marketers and operations teams, not just developers. The goal is to minimize manual data entry and keep documents aligned with contact records in real time.
You can sync contact details such as name, email, and phone, plus notes, tasks, and tags. This enables dynamic document fields and accurate task tracking across systems. Data syncing supports both one-way pulls into PandaDoc templates and two-way updates where approved actions reflect back into the Contacts API when supported.
Security follows standard API best practices, including token-based authentication, least-privilege scopes, and encrypted transmission. Regular credential rotation and audit logs help maintain control over who can access contact data. Always use HTTPS endpoints and store keys securely in your vault or CI/CD secret management tool.
To start, enable read access for retrieving contacts and write access if you plan to create or update notes, tasks, or tags. Then test with a sample contact and a template to ensure correct field mapping. From there you can expand to additional endpoints as needed.
Yes, PandaDoc templates can reference contact fields and you can update contact data via the API if your token has the necessary scopes. Be mindful of conflict handling if a field is updated from both sides simultaneously. Use version control for templates and monitor changes to avoid data drift.
Use sandbox or test endpoints to verify connectivity and mappings first. Validate responses, error codes, and rate limits. Then perform a small end-to-end test by generating a document from a test contact and reviewing the resulting data in PandaDoc.
Rate limits depend on your API plan. Check the API docs for current quotas and best practices such as batching requests, using incremental updates, and caching frequently requested data to reduce calls.
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Complete Operations Catalog - 126 Actions & Triggers
