Connect Commerce Tools and PandaDoc

Both apps 45Commerce Tools 23PandaDoc 22

• Trigger
  New customer

  Triggers when a new customer is created in your commercetools project.

• Trigger
  New order

  Triggers when a new order is created in the commercetools project.

• Action
  Add cart

  Creates a new shopping cart in your commercetools project, optionally with line items, customer, addresses and discount codes.

• Action
  Add category

  Creates a category in your commercetools project for organizing products.

• Action
  Add customer

  Creates a customer in your commercetools project and returns the new customer record.

• Action
  Add order from cart

  Creates an order from an existing cart, optionally setting its order number and initial order, payment and shipment states.

• Action
  Add product

  Creates a product in your commercetools project with its product type, name, slug and optional variants, prices, categories and attributes.

• Action
  Delete customer

  Deletes a customer, optionally erasing all of their related personal data. Returns the deleted customer.

• Action
  Delete product

  Deletes a product from the catalog and returns the product as it was when deleted.

• Action
  Find categories

  Finds categories in your commercetools project that match a filter, such as a key, slug or name.

• Action
  Find customers

  Finds customers matching a filter condition, such as an email address or last name.

• Action
  Find inventory entries

  Returns the inventory entries (stock quantities per SKU and supply channel) that match a filter.

• Action
  Find orders

  Finds orders in the commercetools project that match a filter condition.

• Action
  Find products

  Finds products in your commercetools project that match a filter condition, such as a product key or name.

• Action
  Get cart

  Returns a cart by its id, including its line items, totals, addresses and state.

• Action
  Get customer

  Returns a single customer by its id, including addresses and custom fields.

• Action
  Get order

  Returns an order by its id, including line items, totals, state and custom fields.

• Action
  Get product

  Returns a product by its id, including its current and staged data, variants and prices.

• Action
  Update cart

  Updates a cart by applying one or more update actions, such as adding line items or setting the shipping address, and returns the updated cart.

• Action
  Update customer

  Applies one or more update actions to an existing customer, such as changing their email, name or addresses, and returns the updated customer.

• Action
  Update inventory entry

  Updates an inventory entry, for example adding, removing or setting its stock quantity, and returns the updated entry.

• Action
  Update order

  Updates an order by applying one or more update actions, such as changing its order, shipment or payment state.

• Action
  Update product

  Updates a product by applying one or more update actions, and returns the updated product.

• 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.