Use OAuth 2.0 with the saas/location.read scope to securely access locations data from the Snapshots API.
Authenticate PandaDoc requests through your chosen integration method and store credentials securely; the same tokens enable access to the Snapshots API during the workflow.
GET /locations — retrieve a list of locations. Other endpoints are available in the API docs; start with GET /locations to map fields.
Trigger: When a new or updated location appears in Snapshots API, generate or update a PandaDoc from a template.
Actions: Create or update PandaDoc documents and fill fields with location data.
GET /locations
Key fields: location_id, location_name, address
Trigger: On location changes, map data into PandaDoc fields and refresh the document.
Actions: Populate templates and route for e-signature when ready.
GET /locations
Key fields: location_id, template_id, doc_status
Trigger: PandaDoc document status updates push back to Snapshots API.
Actions: Update location records and progress in the workflow.
GET /locations
Key fields: doc_id, status, location_id
Eliminate manual data entry by syncing location data into PandaDoc templates.
Automate document generation and approvals with real-time data.
Scale workflows across teams without writing code.
A concise glossary of terms used in this guide, including OAuth 2.0, API endpoints, triggers, and actions.
A standard authorization framework that issues access tokens for API requests.
A specific URL path exposing an API function.
A real-time HTTP callback used to notify systems about events.
A predesigned PandaDoc document layout used to populate data.
Automatically generate PandaDoc documents when a new location is added or updated in Snapshots API.
Fill PandaDoc templates with live data from Snapshots API to personalize each location.
Push document status back to the Snapshots API to track completion.
Obtain client ID and secret; set scopes to saas/location.read.
Select GET /locations and map fields.
Set triggers and actions in your automation tool.
Authentication uses OAuth 2.0. You’ll need to provide a client ID and secret and request an access token with the saas/location.read scope to access location data.
The Snapshots API exposes endpoints like GET /locations to fetch location data. Additional endpoints are available in the API docs.
Yes. By mapping location data into PandaDoc templates and automating document triggers, you can generate documents automatically.
Absolutely. This is a no-code integration using your favorite automation tool to connect the Snapshots API with PandaDoc.
Test the connection by triggering a test workflow and verifying PandaDoc receives fields correctly.
If location data changes, re-run the workflow or set a trigger to update documents.
API documentation for the Snapshots API is available at the developer portal; you can also view specific endpoints here.
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