Connect Chargebee and PandaDoc

Both apps 40Chargebee 18PandaDoc 22

• Trigger
  New Payment Method

  Triggers when a payment method is added.

• Trigger
  Payment Method Updates

  Triggers when a payment method is updated.

• Action
  Cancel Subscription

  Cancels a Chargebee subscription immediately, at the end of the term, or on a specific date.

• Action
  Change Next Billing Date

  Updates next billing date of a subscription.

• Action
  Create Customer

  Creates a customer in Chargebee, optionally with a billing address and a payment source (card, bank account, payment method token or payment intent).

• Action
  Create Subscription

  Creates a new subscription for an existing Chargebee customer from one or more item prices, and returns the subscription along with the customer, card and any invoice it generated.

• Action
  Delete Customer Card

  Deletes the card on file for a customer. Chargebee turns off auto collection for the customer and fires a card_deleted event. Succeeds without error when the customer has no card.

• Action
  Fetch Customer Subscription Details

  Retrieves a subscription by ID, along with the customer who owns it and their card on file.

• Action
  Fetch Subscription Invoice Details

  Fetches the invoices raised for one subscription, most recent first by default, with optional filters on status, dates and more.

• Action
  Find Existing Subscription

  Returns up to 100 subscriptions that match all of the specified criteria, such as subscription ID, customer ID, plan item or status.

• Action
  Finds an Existing Customer

  Finds customers whose details exactly match the criteria you supply (email, name, company, phone, ID and more). Returns up to 100 matches and the first match on its own.

• Action
  Get Invoice

  Retrieves a single Chargebee invoice by its ID.

• Action
  List Invoices

  Returns all invoices in the Chargebee site.

• Action
  Reactivate Subscription

  Restores a cancelled subscription to active, or to trial when a trial end is given.

• Action
  Record Offline Payment for an Invoice

  Records a payment received outside Chargebee (cash, check, bank transfer, etc.) against an invoice. The invoice must be in payment_due, posted or not_paid status.

• Action
  Update Card Payment Source

  Changes the cardholder name, expiry date or billing address on a customer's saved card.

• Action
  Update Customer

  Updates the details of an existing Chargebee customer, including custom fields. Billing address and VAT number are changed through Chargebee's separate billing-info update, not this action.

• Action
  Update Subscription

  Updates a subscription in Chargebee.

• 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.