Linking PandaDoc as a source
This source is currently in alpha. The interface and available tables may change.
The PandaDoc connector syncs your PandaDoc data – documents, templates, forms, contacts, and more – into the PostHog data warehouse.
Adding a data source
- Go to the sources tab of the data pipeline section in PostHog.
- Click + New source and then click Link next to PandaDoc.
- You need an API key from PandaDoc. Go to your PandaDoc developer dashboard and copy your API key. Use a production key — sandbox keys are heavily rate limited.
- Back in PostHog, enter the key in the API key field and click Next.
- Select the tables you want to sync, set the sync method and frequency, then click Import.
Once the syncs are complete, you can start using PandaDoc data in PostHog.
Available tables
| Table | Description | Sync method |
|---|---|---|
documents | Documents in your PandaDoc workspace | Incremental |
templates | Document templates | Full refresh |
forms | Forms | Full refresh |
contacts | Contacts | Full refresh |
members | Workspace members | Full refresh |
document_folders | Document folders | Full refresh |
template_folders | Template folders | Full refresh |
Incremental tables sync only new or updated records on each run. The documents table supports date_modified and date_created as incremental cursor fields. Full refresh tables reload all data on each sync.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
documents | A document in PandaDoc — a proposal, quote, or contract that can be sent and signed. | Incremental, Full refresh | date_modified, date_created | — |
templates | A reusable template used to create documents with predefined content and fields. | Full refresh | — | — |
forms | A PandaDoc form that collects responses and can generate documents from submissions. | Full refresh | — | — |
contacts | A contact stored in PandaDoc that can be added as a recipient on documents. | Full refresh | — | — |
members | A member (user) of the PandaDoc workspace. | Full refresh | — | — |
document_folders | A folder used to organize documents in PandaDoc. | Full refresh | — | — |
template_folders | A folder used to organize templates in PandaDoc. | Full refresh | — | — |