Use “Send a PandaDoc document” in Recued. It runs the PandaDoc send workflow with approval before changes are made.

How it works 9 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (9 steps)

■ document_id trim

Trim whitespace from setting document id

■ subject trim

Trim whitespace from setting subject

■ message trim

Trim whitespace from setting message

■ reason trim

Trim whitespace from setting reason

◆ status recued-core.pandadoc.document.status.read

Read document status on pandadoc

◆ document recued-core.pandadoc.document.read

Read document on pandadoc

■ has_subject compare

Check if subject has data

◆ send recued-core.pandadoc.document.send

Send document on pandadoc

skip: step.has_subject not_equal true

■ card to_summary

Format results as a summary card

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Output

summary card

json send.result

Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

reason setting =

silent setting = false

message setting =

subject setting =

document id setting =