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What do you want Asana and PandaDoc to do together?
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Connect Claude CodeEverything your agent can do with Asana and PandaDoc
Triggers and actions 13 triggers · 43 actions
Trigger
Completed task in projectTriggered when any task is completed in the selected project.
Trigger
New comment on taskTriggered when any new comment is made to the selected task.
Trigger
New or updated task in projectTriggered when any task is added or updated in the specified project in the specified workspace.
Trigger
New project in workspaceTriggered when a new project is added to the selected workspace.
Trigger
New story on taskTriggered when any new story is made to the selected task.
Trigger
New tag in workspaceTriggered when a new tag is added to the selected workspace.
Trigger
New task assigned to you in workspaceTriggered when a task is assigned to you in the selected workspace.
Trigger
New team in workspaceTriggered when a new team is added to the selected workspace.
Trigger
New userTriggered when a new user is created.
Trigger
New workspaceTriggered when a new workspace is created.
Action
Add attachmentUpload an attachment to a task. POST /attachments (multipart, parent=task_gid).
Action
Add tag to taskAdds an existing tag to a task.
Action
Add task to sectionMoves a task into a section of a project.
Action
Associate task to projectAssociates a newly created task to a specified project in the specified workspace.
Action
Complete taskMarks a task as completed.
Action
Create new commentCreates a new comment on the specified task.
Action
Create new projectCreates a new project in the specified workspace.
Action
Create new taskCreates a new task in a workspace or project.
Action
Create section in projectCreates a new section within a project.
Action
Create subtaskCreates a subtask under an existing parent task.
Action
Delete commentDelete a comment (story) by gid. DELETE /stories/{story_gid}.
Action
Delete projectDelete a project by gid. DELETE /projects/{project_gid}.
Action
Delete taskPermanently deletes a task.
Action
Duplicate taskCreates a copy of an existing task.
Action
Find tasks in projectReturns the tasks belonging to a project.
Action
Get projectFetch a single project by its gid. GET /projects/{project_gid}.
Action
Get task by IDReturns a single task's details by its ID.
Action
Get userFetch a single user by gid (or 'me'). GET /users/{user_gid}.
Action
List attachmentsList attachments on a task. GET /attachments?parent={task_gid}.
Action
List projectsList projects in a workspace, optionally filtered by team. GET /workspaces/{workspace_gid}/projects.
Action
List usersList users in a workspace. GET /workspaces/{workspace_gid}/users (or GET /users).
Action
Remove tag from taskRemoves a tag from a task.
Action
Update projectUpdate a project's fields (name, notes, due date, etc). PUT /projects/{project_gid}.
Action
Update taskUpdates an existing task's fields.
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates 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.
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