Connect Finolog and PandaDoc

Both apps 60Finolog 38PandaDoc 22

• Trigger
  New Account

  Triggers when a new account is created.

• Trigger
  New Category

  Triggers when a new category is created.

• Trigger
  New Company

  Triggers when new company was created.

• Trigger
  New Contractor

  Triggers when new contractor is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Requisite

  Triggers when a new requisite is created.

• Trigger
  New Transaction

  Triggers when a new transaction is created.

• Action
  Add comment

  /v1/biz/{biz_id}/comment - add a comment to an entity

• Action
  Add order

  /v1/biz/{biz_id}/orders/order

• Action
  Add project

  /v1/biz/{biz_id}/project

• Action
  Add requisite

  /v1/biz/{biz_id}/requisite

• Action
  Create Account

  Creates an Account

• Action
  Create Category

  Creates a Category

• Action
  Create Company

  Creates a Company

• Action
  Create Contractor

  Creates a Contractor

• Action
  Create Transaction

  Creates a Transaction

• Action
  Delete account

  /v1/biz/{biz_id}/account/{id}

• Action
  Delete contractor

  /v1/biz/{biz_id}/contractor/{id}

• Action
  Delete transaction

  /v1/biz/{biz_id}/transaction/{id}

• Action
  Find Contractor by Query

  FInd contractor by name or his requisites

• Action
  Find Contractor Requisites

  Finds a Requisites that blongs to a Contractor

• Action
  Find Transaction by Query

  Find transaction by contractor name, account name, details or sum

• Action
  Get account

  /v1/biz/{biz_id}/account/{id}

• Action
  Get contractor

  /v1/biz/{biz_id}/contractor/{id}

• Action
  Get transaction

  /v1/biz/{biz_id}/transaction/{id}

• Action
  List accounts

  /v1/biz/{biz_id}/account

• Action
  List businesses

  /v1/biz

• Action
  List categories

  /v1/biz/{biz_id}/category

• Action
  List comments

  Lists the comments on a record.

• Action
  List companies

  /v1/biz/{biz_id}/company

• Action
  List orders

  /v1/biz/{biz_id}/orders/order

• Action
  List projects

  /v1/biz/{biz_id}/project

• Action
  Update account

  /v1/biz/{biz_id}/account/{id}

• Action
  Update category

  /v1/biz/{biz_id}/category/{id}

• Action
  Update company

  /v1/biz/{biz_id}/company/{id}

• Action
  Update contractor

  /v1/biz/{biz_id}/contractor/{id}

• Action
  Update project

  /v1/biz/{biz_id}/project/{id}

• Action
  Update transaction

  /v1/biz/{biz_id}/transaction/{id}

• 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.