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What do you want jo4.io and PandaDoc to do together?
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Connect Claude CodeEverything your agent can do with jo4.io and PandaDoc
Triggers and actions 4 triggers · 26 actions
Trigger
New URL CreatedTriggers when a new short link is created in your jo4 account.
- Add referral program
Creates a referral programme in jo4.io, setting how referrers are rewarded and how its sign-up page looks.
- Add short URL
Shortens a web address into a jo4.io link, with optional preview details, tracking, scheduling, password protection and app deep links.
- Get referral leaderboard
Returns the referrers on a referral programme, ranked by how much they have brought in.
- Get short URL
Returns one short link from your jo4.io account, with the address it points to and the details held against it.
- Get short URL stats
Returns how a short link has performed: total clicks and page views, broken down by device, browser, country, city, referrer, language and campaign.
- List short URLs
Returns the short links in your jo4 account, optionally with their click statistics.
- Update short URL
Changes an existing jo4.io short link — its destination, preview details, tracking, scheduling, password protection or app deep links.
Trigger
Document completedPolling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- 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.