Integration

Connect Cryptlex to PandaDoc

When something happens in Cryptlex, 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.

Cryptlex3 triggersCryptlex10 actionsPandaDoc3 triggersPandaDoc19 actions

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What do you want Cryptlex 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 Cryptlex and PandaDoc

Triggers and actions 6 triggers · 29 actions

Trigger
New Activation
Triggers when a new activation is created.
Trigger
New License
Triggers when a new license is created.
Trigger
New Trial Activation
Triggers when a new trial activation is created.
Action
Create Organization
Creates a new organization in Cryptlex with a notification email and a cap on how many users it may create. Returns the created organization, including its id and login alias.
Action
Create User
Creates a new user in Cryptlex, optionally placing them in an organization and granting customer portal access. Returns the created user, including its id.
Action
Delete User
Permanently deletes a user in Cryptlex. This cannot be undone.
Action
Find Licenses by key
Returns the licenses in Cryptlex that match the license key given, with optional extra filters such as product, user or expiry.
Action
Get User
Returns a single user in Cryptlex, including their name, email, role, company, tags and metadata.
Action
List Activations
Returns the license activations in Cryptlex, optionally narrowed to a licence, product, user, operating system or date range.
Action
List Licenses
Returns the licenses in a Cryptlex account, optionally narrowed by product, user, organization, status or date range.
Action
List Products
Returns the products in a Cryptlex account, with their names, license templates and license counts.
Action
List Users
Returns the users in a Cryptlex account, optionally narrowed by organization, company, role, tags or last-seen date.
Action
Update User
Updates a user in Cryptlex. Only the values supplied are changed; anything left blank is untouched. Returns the updated user.
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 Cryptlex