Connect Dastra and PandaDoc

Both apps 39Dastra 17PandaDoc 22

• Trigger
  New Task

  Triggers when a new task is created in the chosen Dastra workspace.

• Action
  Add asset

  Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record.

• Action
  Add data processing

  Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose.

• Action
  Attach an Actor to a Data Processing

  Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents.

• Action
  Create an Actor

  Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record.

• Action
  Create a Task

  Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records.

• Action
  Delete actor

  Deletes an actor (a controller, processor or other third party) from a Dastra workspace.

• Action
  Delete task

  Deletes a task from a Dastra workspace.

• Action
  Get actor

  Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values.

• Action
  Get data processing

  Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields.

• Action
  Get task

  Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values.

• Action
  List assets

  Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text.

• Action
  List tasks

  Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text.

• Action
  Search Actor

  Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters.

• Action
  Search Data Processing

  Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record.

• Action
  Update data processing

  Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record.

• Action
  Update task

  Updates an existing Dastra task. Fields you leave blank keep their current values.

• 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.