Connect Kenect Text Messaging and PandaDoc

Both apps 35Kenect Text Messaging 13PandaDoc 22

• Trigger
  Lead Push

  Triggers when a new conversation starts in Kenect, the closest record Kenect's API exposes to an incoming lead.

• Action
  Add contacts to contact group

  Adds one or more contacts to an existing contact group and returns the per-contact processing status.

• Action
  Find contact by phone

  Finds the contact at a Kenect location that has the given phone number.

• Action
  Get contact

  Returns a single Kenect contact by its contact ID, including its phone numbers and contact groups.

• Action
  Get conversation

  Returns one Kenect conversation with its messages, contact, assignment and read status.

• Action
  List contact groups

  Returns the contact groups in a Kenect location, with each group's name and its contact, opt-in and opt-out counts.

• Action
  List contacts

  Returns the contacts in your Kenect account, optionally narrowed by location, search text or status, and sorted the way you choose.

• Action
  List locations

  Returns all the Kenect locations available to your account, including each location's name and address.

• Action
  List reviews

  Returns all Google and Facebook reviews for the locations assigned to the connected Kenect user, including their ratings, comments and reply status.

• Action
  List users

  Returns the users on the Kenect account, optionally only those with permissions in a chosen location.

• Action
  Push Lead

  Submits a lead to a Kenect location, which begins a text conversation with the person making the inquiry. Returns the id of the new lead.

• Action
  Reply to conversation

  Sends a reply in an existing Kenect conversation from a chosen location, with optional subject and attachments.

• Action
  Review Request

  Sends a review request to a contact's phone number from a Kenect location and returns the message that was sent.

• 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.