Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.

1. In ConductorOne, navigate to Admin > Connectors and click Add connector.

2. Search for PandaDoc and click Add.

Don’t see the PandaDoc connector? Reach out to support@conductorone.com to add PandaDoc to your Connectors page.

1. Choose how to set up the new PandaDoc connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

2. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

   If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.

3. Click Next.

4. Find the Settings area of the page and click Edit.

5. Enter the API key in the PandaDoc API key field.

6. Enter your PandaDoc API domain (“us” or “eu”) in the PandaDoc API domain field.

7. Click Save.

8. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your PandaDoc connector is now pulling access data into ConductorOne.

Follow these instructions to use the PandaDoc connector, hosted and run in your own environment.

When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with ConductorOne, automatically syncing and uploading data at regular intervals. This data is immediately available in the ConductorOne UI for access reviews and access requests.

Step 1: Configure the PandaDoc connector

1. In ConductorOne, navigate to Connectors > Add connector.

2. Search for Baton and click Add.

3. Choose how to set up the new PandaDoc connector:

   • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)

   • Add the connector to a managed app (select from the list of existing managed apps)

   • Create a new managed app

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

   If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.

5. Click Next.

6. In the Settings area of the page, click Edit.

7. Click Rotate to generate a new Client ID and Secret.

   Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your PandaDoc connector deployment:

Secrets configuration

# baton-panda-doc-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-panda-doc-secrets
type: Opaque
stringData:
  # ConductorOne credentials
  BATON_CLIENT_ID: <ConductorOne client ID>
  BATON_CLIENT_SECRET: <ConductorOne client secret>
  
  # PandaDoc credentials
  BATON_API_KEY: <PandaDoc API key>

  # Optional: include if you're using the European API instance
  BATON_API_DOMAIN: eu

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-panda-doc.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-panda-doc
  labels:
    app: baton-panda-doc
spec:
  selector:
    matchLabels:
      app: baton-panda-doc
  template:
    metadata:
      labels:
        app: baton-panda-doc
        baton: true
        baton-app: panda-doc
    spec:
      containers:
      - name: baton-panda-doc
        image: ghcr.io/conductorone/baton-panda-doc:latest
        imagePullPolicy: IfNotPresent
        envFrom:
        - secretRef:
            name: baton-panda-doc-secrets

Step 3: Deploy the connector

1. Create a namespace in which to run ConductorOne connectors (if desired), then apply the secret config and deployment config files.

2. Check that the connector data uploaded correctly. In ConductorOne, click Applications. On the Managed apps tab, locate and click the name of the application you added the PandaDoc connector to. PandaDoc data should be found on the Entitlements and Accounts tabs.

That’s it! Your PandaDoc connector is now pulling access data into ConductorOne.