Connect awork and PandaDoc

Both apps 51awork 29PandaDoc 22

• Trigger
  New Client

  Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Client

  Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event.

• Trigger
  Updated Project

  Fires when a project is updated in the awork workspace.

• Trigger
  Updated Task

  Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a client (company) in awork and returns the created company.

• Action
  Create Project

  Creates a new project.

• Action
  Create Project Task

  Creates a task in an awork project.

• Action
  Create Time Entry

  Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc.

• Action
  Delete Client

  Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks.

• Action
  Delete Project

  Deletes an awork project and its tasks, optionally deleting its time entries too.

• Action
  Delete Project Task

  Deletes an awork task by id.

• Action
  Delete Time Entry

  Deletes a time entry in awork.

• Action
  Find Project Tasks by criteria

  Returns up to 100 tasks of a project that match the specified filter criteria.

• Action
  Find Time Entries by criteria

  Returns up to 100 time entries in the workspace that match the specified filter criteria.

• Action
  Get Client by ID

  Finds a client by id

• Action
  Get Project by ID

  Finds a project by id

• Action
  Get Task by ID

  Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values.

• Action
  Get Time Entry

  Returns a single awork time entry by its id, including its task, project, user, type of work and breaks.

• Action
  Search Clients

  Returns up to 100 clients (companies) whose name contains the specified text.

• Action
  Search Projects

  Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter.

• Action
  Search Users by Email

  Returns the awork users whose contact information includes the specified email address.

• Action
  Update Client

  Updates an existing client (company) by ID. Fields left blank keep their current values.

• Action
  Update Project

  Updates fields (name, status, workflow, etc) on an existing awork project.

• Action
  Update Project Task

  Updates fields (name, status, assignee, due date, etc) on an existing awork task.

• Action
  Update Time Entry

  Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags.

• 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.