Integration
Connect ComplyCube to PandaDoc
When something happens in ComplyCube, 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.
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What do you want ComplyCube 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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Connect Claude CodeEverything your agent can do with ComplyCube and PandaDoc
Triggers and actions 4 triggers · 58 actions
Trigger
New EventTriggers when a new event is received.
- Add Note
Add a note to a client for investigations, reviews, or compliance reporting.
- Create Address
Creates a new address for a client.
- Create Check
Create a verification check (identity, document, AML, or other check type) against a client.
- Create Client
Updates clients details using the given input.
- Create Document
Creates a new document for a client.
- Create Session
Creates a verification session link using workflow templates.
- Delete Address
Deletes an existing address.
- Delete Client
Deletes an existing client.
- Delete Document
Deletes an existing document.
- Delete Note
Delete a note.
- Find Addresses
Search and verify an address for KYC address checks.
- Find Companies
Search for companies by name or registration details for KYB checks.
- Generate Check Report
Generate a PDF report for a specific check.
- Generate Client Report
Generate a PDF report summarizing a client's compliance record.
- Generate Session Report
Generates a session report PDF and returns it as a file for use in later Zap steps.
- Generate Token
Generate an SDK token to securely authenticate a frontend user session.
- Get Address
Retrieves an address using "Address ID".
- Get Check Results
Retrieves a check's results using "Check ID".
- Get Client
Retrieves a client's results using "Client ID".
- Get Company Details
Retrieve detailed information about a company by its ID.
- Get Document
Retrieves a document using "Document ID".
- Get Live Photo
Retrieve a client's live photo by ID.
- Get Note
Retrieve a note by ID.
- Get Risk Profile
Retrieve a client's AML risk profile and score.
- Get Session Results
Retrieves a session's results using "Session ID".
- List Addresses
List addresses linked to a client.
- List Checks
List checks performed on a client.
- List Clients
List clients with optional filters and pagination.
- List Documents
List documents linked to a client.
- List Live Photos
List a client's live photos.
- List Notes
List notes linked to a client.
- List Workflow Sessions
List a client's workflow sessions.
- Update Address
Updates an existing address.
- Update Check
Update an existing check's parameters.
- Update Client
Updates clients details using the given input.
- Update Document
Updates an existing document.
- Update Note
Update an existing note.
- Upload Document Image
Uploads an image attachment (front or back) to an existing document.
- Upload Live Photo
Upload a client's live photo (selfie) for biometric identity and liveness verification.
Trigger
Document completedPolling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- 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.