Integration

Connect Checkvist to PandaDoc

When something happens in Checkvist, 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.

Checkvist2 triggersCheckvist15 actionsPandaDoc3 triggersPandaDoc19 actions

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What do you want Checkvist 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 Checkvist and PandaDoc

Triggers and actions 5 triggers · 34 actions

Trigger
New List
Triggered when a new checklist is created in Checkvist.
Trigger
New List Item
Triggered when a new item is added to the chosen Checkvist checklist.
Action
Close Task
Marks a task in a Checkvist checklist as closed (done) and returns the updated task.
Action
Create List Item
Adds a new item (task) to a Checkvist checklist and returns the created item.
Action
Create New List
Creates a new Checkvist checklist and returns it.
Action
Create Several List Items
Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
Action
Create Task Note
Adds a note (comment) to a task in a Checkvist checklist and returns the new note.
Action
Delete Checklist
Deletes a Checkvist checklist and returns the deleted list.
Action
Delete List Item
Deletes an item (task) from a Checkvist checklist and returns the deleted item.
Action
Get Checklist
Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
Action
Get List Item
Returns a single item (task) from a Checkvist checklist, optionally with its notes.
Action
List Checklists
Returns the Checkvist checklists the connected account can see.
Action
List List Items
Returns the items (tasks) in a Checkvist checklist.
Action
List Task Notes
Returns the notes (comments) on a task in a Checkvist checklist.
Action
Reopen Task
Reopens a closed task in a Checkvist checklist and returns the updated task.
Action
Update Checklist
Updates a Checkvist checklist's name or sharing setting and returns the updated list.
Action
Update List Item
Updates an item (task) in a Checkvist checklist and returns the updated item.
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 Checkvist