Connect Aimfox and PandaDoc

Both apps 47Aimfox 25PandaDoc 22

• Trigger
  Account Connected

  Triggers when a new LinkedIn account is connected to your Aimfox workspace.

• Trigger
  Campaign Created

  Triggers when a new campaign is created in your Aimfox workspace.

• Trigger
  New Connection

  Triggers when a campaign target becomes a lead, for example by accepting your connection request.

• Trigger
  New Reply

  Triggers when a new message arrives in one of your workspace's LinkedIn conversations.

• Action
  Add Company to Blacklist

  Adds a LinkedIn company to your workspace blacklist by its company page URL.

• Action
  Add Note to Lead

  Adds a note to a lead.

• Action
  Add Profile to Blacklist

  Adds a LinkedIn profile to your workspace blacklist so no campaign targets it.

• Action
  Find Account Limits

  Returns a LinkedIn account's daily Connect and InMail limits and its warm-up settings.

• Action
  Find Blacklisted Companies

  Returns one page of the LinkedIn companies on your workspace blacklist.

• Action
  Find Blacklisted Profiles

  Searches the LinkedIn profiles on your workspace blacklist and returns one page of matches.

• Action
  Find Campaign

  Returns one Aimfox campaign with its state, schedule and settings.

• Action
  Find Campaign Custom Variables

  Returns the custom variables set for every target in a campaign.

• Action
  Find Campaign Custom Variables for a Target

  Returns the custom variables set for one target in a campaign.

• Action
  Find Campaigns

  Returns the campaigns in your Aimfox workspace, optionally only inbound or outbound ones.

• Action
  Find Conversation Messages

  Returns the messages in one LinkedIn conversation.

• Action
  Find Conversations

  Returns the LinkedIn conversations in your workspace, newest first, optionally only unread ones.

• Action
  Find Interactions

  Returns counts of outreach activity (connections sent and accepted, messages, InMails, replies, views) grouped by hour or day over a time range.

• Action
  Find Lead

  Returns everything Aimfox holds about one lead.

• Action
  Find Lead Conversation

  Returns the conversation URN for an account's conversation with a lead.

• Action
  Pause Campaign

  Pauses an active Aimfox campaign.

• Action
  Read a Conversation

  Marks a LinkedIn conversation as read.

• Action
  Remove Profile From Campaign

  Removes a LinkedIn profile from an Aimfox campaign.

• Action
  Resume Campaign

  Starts or resumes a paused Aimfox campaign.

• Action
  Send Message to Conversation

  Sends a message into an existing LinkedIn conversation.

• Action
  Start Conversation

  Starts a LinkedIn conversation with a member from one of your accounts and sends the first message; reuses an existing conversation if there is one.

• Trigger
  Document completed

  Polling trigger. Fires when a document reaches completed status. Dedup by document id.

• Trigger
  Document completed (instant)

  Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object.

• Trigger
  Document updated

  Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.

• Action
  Change document status

  Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.

• Action
  Create contact

  Creates a new contact.

• Action
  Create document from template

  Creates a new document from a template, with recipients, tokens, fields, and pricing tables.

• Action
  Create document link

  Generates a shareable session link for a recipient to view/sign a document.

• Action
  Delete contact

  Deletes a contact by ID.

• Action
  Delete document

  Deletes a document by ID.

• Action
  Download document PDF

  Returns the document as a PDF file. Use watermark options as needed.

• Action
  Find document by name

  Finds a document by name and emits its ID. An error occurs if none or more than one is found.

• Action
  Get document details

  Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.

• Action
  Get document entered data

  Emits arrays of field and token names and values for the specified document.

• Action
  Get document status

  Returns the current status of a document by ID.

• Action
  Get template details

  Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.

• Action
  List contacts

  Lists contacts in the workspace.

• Action
  List documents

  Lists documents, optionally filtered by status, template, folder, or search query.

• Action
  List folders

  Lists document folders.

• Action
  List members

  Lists workspace members (users).

• Action
  List templates

  Lists available document templates.

• Action
  Send document

  Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.

• Action
  Update contact

  Updates an existing contact by ID.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.