This integration allows you to select a template from PandaDoc and then create a document from it for the new hire. It also adds the manager to sign this document.

Manifest

{
    "form": [
        {
            "id": "TEMPLATE_ID",
            "url": "https://api.pandadoc.com/public/v1/templates",
            "name": "Select template to use to create document for new hire",
            "type": "choice",
            "method": "GET",
            "data_from": "results",
            "choice_name": "name",
            "choice_value": "id"
        }
    ],
    "execute": [
        {
            "url": "https://api.pandadoc.com/public/v1/documents",
            "data": {
                "name": "Document between new hire {{ first_name }} {{ last_name }} and {{ manager}}",
                "recipients": [
                    {
                        "role": "New hire",
                        "email": "{{ email }}",
                        "last_name": "{{ last_name }}",
                        "first_name": "{{ first_name }}"
                    },
                    {
                        "role": "Manager",
                        "email": "{{ manager_email }}"
                    }
                ],
                "template_uuid": "{{ TEMPLATE_ID }}"
            },
            "method": "POST",
            "store_data": {
                "PANDADOC_DOCUMENT_ID": "id"
            }
        },
        {
            "url": "https://api.pandadoc.com/public/v1/documents/{{PANDADOC_DOCUMENT_ID}}",
            "method": "GET",
            "polling": {
                "amount": 10,
                "interval": 5
            },
            "continue_if": {
                "value": "document.draft",
                "response_notation": "status"
            }
        },
        {
            "url": "https://api.pandadoc.com/public/v1/documents/{{PANDADOC_DOCUMENT_ID}}/send",
            "data": {
                "subject": "Please sign this new document"
            },
            "method": "POST"
        }
    ],
    "headers": {
        "Accept": "application/json",
        "Content-Type": "application/json",
        "Authorization": "API-Key {{KEY}}"
    },
    "initial_data_form": [
        {
            "id": "KEY",
            "name": "The PandaDoc api key",
            "description": "Go to: https://app.pandadoc.com/a/#/api-dashboard/configuration to get one"
        }
    ]
}

What it will do:

1. Create the document from the template

2. Wait for it to be completed (this can take up to 5 seconds according to PandaDoc, but we will wait for a maximum of 50 seconds)

3. Send the document over email to the recipients.