Integration

Connect Float to PandaDoc

When something happens in Float, 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.

Float15 triggersFloat21 actionsPandaDoc3 triggersPandaDoc19 actions

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What do you want Float 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 Float and PandaDoc

Triggers and actions 18 triggers · 40 actions

Trigger
New Allocation
Triggers when a new allocation is created.
Trigger
New Client
Triggers when a new client is added.
Trigger
New Department
Triggers when a new department is added.
Trigger
New Logged Time
Triggers when a new logged time is created.
Trigger
New Milestone
Triggers when a new milestone is created.
Trigger
New Person
Triggers when a new person is added.
Trigger
New Phase
Triggers when a new phase is created.
Trigger
New Project
Triggers when a new project is created.
Trigger
New Project Task
Triggers when a new project task is created.
Trigger
New Time Off
Triggers when a new time off is created.
Trigger
Updated Allocation
Triggers when an allocation is modified.
Trigger
Updated Logged Time
Triggers when a logged time is modified.
Trigger
Updated Phase
Triggers when a phase is modified.
Trigger
Updated Project
Triggers when a project is modified.
Trigger
Updated Project Task
Triggers when a project task is modified.
Action
Create Allocation
Creates a new allocation.
Action
Create Client
Creates a new client.
Action
Create Department
Creates a new department.
Action
Create Logged Time
Creates a new logged time.
Action
Create Milestone
Creates a new milestone.
Action
Create Person
Creates a new person.
Action
Create Phase
Creates a new phase.
Action
Create Project
Creates a new project.
Action
Create Project Task
Creates a new project task.
Action
Create Time Off
Creates a new time off.
Action
Find Allocation
Finds an allocation by ID.
Action
Find Logged Time
Finds a logged time by ID.
Action
Find Person
Finds a person by ID, email, or tag(s).
Action
Find Project
Finds a project by ID, project_code, or tag(s).
Action
Update Allocation
Update an existing allocation by ID.
Action
Update Logged Time
Update an existing logged time entry by ID.
Action
Update Milestone
Update an existing milestone by ID.
Action
Update Person
Update an existing person by ID.
Action
Update Phase
Update an existing phase by ID.
Action
Update Project
Update an existing project by ID.
Action
Update Project Task
Update an existing project task by 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.

Each app on its own

The other way round: PandaDoc to Float