Connect Commerce Layer and PandaDoc

Both apps 63Commerce Layer 41PandaDoc 22

• Trigger
  New Attachment

  Triggers when a new Attachment is created.

• Trigger
  New Customer

  Triggers when a new Customer is created.

• Trigger
  New Customer Address Event

  Triggers when a customer address is created.

• Trigger
  New Customer Password Reset Event

  Triggers when a customer password reset is requested.

• Trigger
  New Customer Subscription Event

  Triggers when a given customer_subscription event (one of create or destroy) is fired.

• Trigger
  New Price

  Triggers when a new Price is created.

• Trigger
  New Price Import

  Fires when a new price import is created in Commerce Layer.

• Trigger
  New Price List

  Triggers when a new Price List is created.

• Trigger
  New Shipping Category

  Triggers when a Shipping Category is created.

• Trigger
  New SKU

  Triggers when a new SKU is created.

• Trigger
  New SKU Import

  Triggers when a new SKU import is created.

• Trigger
  New Stock Item Import

  Triggers when a new Stock Item import is created.

• Trigger
  New Stock Transfer Event

  Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired).

• Action
  Add Customer Address

  Adds an existing address to a customer's address book.

• Action
  Add Customer Password Reset

  Requests a password reset for a customer, returning the reset token to send them.

• Action
  Add Customer Subscription

  Subscribes a customer email to a list, identified by a reference such as a newsletter id.

• Action
  Add Stock Transfer

  Moves a quantity of a SKU from one stock location to another.

• Action
  Balance Change Gift Card

  Change balance of a gift card.

• Action
  Create Address

  Creates a postal address that can be attached to customers, orders and stock locations.

• Action
  Create Attachment

  Creates a new Attachment.

• Action
  Create Customer

  Creates a new Customer.

• Action
  Create Gift Card

  Creates a new Gift Card.

• Action
  Create Price Import

  Creates a new Price Import.

• Action
  Create Price List

  Creates a new Price List.

• Action
  Create SKU

  Creates a new SKU.

• Action
  Find Attachment

  Finds a Attachment by name.

• Action
  Find Customer

  Finds a customer by id or reference.

• Action
  Find Gift Card

  Finds a gift card by id or reference.

• Action
  Find Price

  Finds a price by price list.

• Action
  Find Price Import

  Finds a Price Import by status.

• Action
  Find Price List

  Finds a Price List by name.

• Action
  Find Shipping Category

  Finds an Shipping Category by name.

• Action
  Find SKU

  Finds an SKU by code.

• Action
  Find SKU Import

  Finds an SKU Import by status.

• Action
  Find Stock Item Import

  Finds a Stock Item Import by status.

• Action
  Get Address

  Retrieves one address by id.

• Action
  Get Customer Address

  Retrieves one customer address link by id.

• Action
  Get Customer Password Reset

  Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at.

• Action
  Get Customer Subscription

  Retrieves one customer subscription by id.

• Action
  Get Stock Transfer

  Retrieves one stock transfer by id.

• Action
  Update Customer Reference

  Update customer data setting external identifier.

• 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.