Connect Humanity and PandaDoc

Both apps 44Humanity 22PandaDoc 22

• Trigger
  Approved Leave Requests

  Triggers when a leave request is approved or an approved leave request changes.

• Trigger
  New/Updated Employees

  Triggers when an employee is added or an existing employee is updated.

• Trigger
  New/Updated Time Entries

  Triggers when a time entry is created or updated in the last day.

• Trigger
  Published Shifts

  Triggers when a shift in the next 30 days is published or a published shift changes.

• Trigger
  Published Shifts by Employee

  Triggers when a published shift in the next 30 days that has employees assigned is created or changes.

• Action
  Assign Leave Type to Employee

  Enables a leave type for an employee, optionally setting how many days they are entitled to.

• Action
  Assign Positions to Employee

  Assigns positions to an employee, and optionally removes positions from them.

• Action
  Assign Skills to Employee

  Assigns a skill to an employee in Humanity, optionally with an expiration date and reminder.

• Action
  Create Shift

  Creates a new shift in a Humanity schedule (position), optionally assigning an employee to it.

• Action
  Create/Update Employee

  Creates a new employee, or updates an existing employee when their ID is given.

• Action
  Create/Update Location

  Creates a new location, or updates an existing location when its ID is given.

• Action
  Create/Update Position

  Creates a new position, or updates an existing position when its ID is given.

• Action
  Create/Update Skill

  Creates a new skill, or renames an existing skill when its ID is given.

• Action
  Create/Update Time Entry

  Creates a new time entry (timeclock record), or updates an existing one when its ID is given.

• Action
  Delete shift

  Deletes a shift from the Humanity schedule, optionally including the rest of its repeating series.

• Action
  Find Employee

  Finds a employee by its Humanity ID and returns its details.

• Action
  Find leave requests

  Returns leave requests in a date range, optionally filtered by status and employee.

• Action
  Find locations

  Finds locations and remote sites in Humanity, optionally by name, ID, type or last update time.

• Action
  Find Position

  Finds a position by its Humanity ID and returns its details.

• Action
  Find shifts

  Returns the shifts scheduled within a date range, optionally narrowed to specific employees, positions, locations or skills.

• Action
  Find timeclocks

  Returns timeclock records, optionally filtered by date range, employee, position, status or last update.

• Action
  Update shift

  Updates an existing shift's times, position, title, notes, location or staffing needs.

• 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.