Integration

Connect Beehiiv to PandaDoc

When something happens in Beehiiv, your agent does the next thing in PandaDoc. Describe it in plain language and the automation is built, tested on every branch and kept running.

Beehiiv8 triggersBeehiiv43 actionsPandaDoc3 triggersPandaDoc19 actions

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What do you want Beehiiv and PandaDoc to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Beehiiv and PandaDoc

Triggers and actions 11 triggers · 62 actions

Trigger
List automations
poll for automations; new automations surface over time (trigger).
Trigger
List newsletter lists
poll newsletter lists; new lists surface over time (trigger).
Trigger
List polls
poll for polls; new polls surface over time (trigger).
Trigger
List segment subscriber IDs
poll subscriber IDs in a segment; new IDs surface over time (trigger).
Trigger
List segment subscribers
poll subscribers in a segment; new members surface over time (trigger).
Trigger
List tiers
poll subscription tiers; new tiers surface over time (trigger).
Trigger
New subscriber to publication
Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.
Trigger
New unsubscriber to publication
Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.
Action
Add subscription tag
add a tag to a subscription.
Action
Bulk create subscription
create multiple subscriptions in a single bulk request.
Action
Create custom field
create a new custom field.
Action
Create newsletter list
create a new newsletter list.
Action
Create segment
create a new segment.
Action
Create subscription
Creates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.
Action
Delete custom field
delete a custom field.
Action
Delete newsletter list
delete a newsletter list.
Action
Delete segment
delete a segment.
Action
Delete subscription
Remove a subscriber from a publication.
Action
Get aggregate stats
get aggregate statistics across posts.
Action
Get author
get details for a specific author.
Action
Get custom field
get details for a specific custom field.
Action
Get newsletter list
get details for a specific newsletter list.
Action
Get newsletter list subscription
get details for a newsletter list subscription.
Action
Get post
Retrieve a single post by ID. Returns content, stats, and publish status.
Action
Get post templates
get available post templates for a publication.
Action
Get publication
get details for a specific publication.
Action
Get publication engagements
get aggregate engagement stats for a publication.
Action
Get publications by subscription email
get publications associated with a subscriber email.
Action
Get referral program
get referral program details for a publication.
Action
Get segment
get details for a specific segment.
Action
Get subscription by email
Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.
Action
Get subscription by ID
get details for a subscription by its ID.
Action
Get subscription update
get a specific bulk subscription update record.
Action
Identify user
get current OAuth user info.
Action
Identify workspace
get current workspace info.
Action
List authors
list all authors for a publication.
Action
List complimentary access
list free access grants for a publication.
Action
List condition sets
list all condition sets for a publication.
Action
List custom fields
List a publication's subscriber custom fields. Returns field names and types for mapping.
Action
List posts
List posts for a publication. Returns posts with status, audience, and publish metadata.
Action
List publications
List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.
Action
List segments
List segments for a publication. Returns segment ids, names, and types for audience targeting.
Action
List subscriptions
List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.
Action
List subscription updates
list bulk subscription update records.
Action
Recalculate segment
recalculate segment membership.
Action
Update a tier
update an existing tier.
Action
Update custom field
update an existing custom field.
Action
Update subscription by email
Update an existing subscriber identified by email. Changes tier, status, or custom fields.
Action
Update subscription by ID
update a subscription by its ID.
Action
Update subscriptions
update multiple subscriptions at once.
Action
Update subscriptions' status
bulk update subscription status.
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.

Each app on its own

The other way round: PandaDoc to Beehiiv