Connect GAIL and PandaDoc

Both apps 45GAIL 23PandaDoc 22

• Trigger
  New Call in List

  Triggers when a new processed call appears in your organization's call list.

• Action
  Add contact list

  Creates a new contact list in GAIL with a name and description.

• Action
  Add contacts to contact list

  Adds one or more existing contacts to a contact list.

• Action
  Add contact to campaign

  Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences.

• Action
  Add do not call entry

  Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry.

• Action
  Agency Details

  Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs.

• Action
  Create Contact

  Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details.

• Action
  Delete do not call entry

  Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again.

• Action
  Find Contact by Phone

  Returns the contacts that match the specified phone number.

• Action
  Find conversations

  Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user.

• Action
  Get call

  Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found.

• Action
  Get call transcript

  Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call.

• Action
  Get campaign

  Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds.

• Action
  Get contact

  Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found.

• Action
  Get conversation

  Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data.

• Action
  List calls

  Returns the identifiers of all processed calls in your organization, newest first.

• Action
  List campaigns

  Returns all campaigns in the GAIL organization, including their status, sequences and contact lists.

• Action
  List contact lists

  Returns all contact lists in your Gail account, optionally with the number of contacts in each.

• Action
  List contacts

  Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email.

• Action
  Make Outbound Call

  Starts a single outbound AI phone call to a phone number using a saved script or an inline script.

• Action
  Send SMS

  Sends an SMS text message to a phone number from your GAIL account.

• Action
  Start campaign

  Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status.

• Action
  Stop campaign

  Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated campaign.

• 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.