Connect LeanKit to PandaDoc

Both apps 62LeanKit 40PandaDoc 22

• Trigger
  New board

  Polling trigger: fires when a new board is created.

• Trigger
  New card

  Polling trigger: fires when a new card is added to the specified board.

• Trigger
  New card in lane

  Polling trigger: fires when a new card is added to the specified lane in the specified board.

• Action
  Add Card Connections

  Create parent and child connections — LeanKit AgilePlace v2 API (connections/create)

• Action
  Add Comment

  Create a comment — LeanKit AgilePlace v2 API (comment/create)

• Action
  Archive a board

  Archive a board — LeanKit AgilePlace v2 API (board/archive)

• Action
  Assign or unassign one or more users or teams to cards

  Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)

• Action
  Create a card

  Create a card — LeanKit AgilePlace v2 API (card/create)

• Action
  Create an attachment

  Create an attachment — LeanKit AgilePlace v2 API (attachment/create)

• Action
  Create a new board

  Create a new board — LeanKit AgilePlace v2 API (board/create)

• Action
  Create a new planning increment

  Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)

• Action
  Create a new planning series

  Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)

• Action
  Create a team

  Create a team — LeanKit AgilePlace v2 API (team/create)

• Action
  Create dependencies

  Create dependencies — LeanKit AgilePlace v2 API (dependencies/create)

• Action
  Delete a board

  Delete a board — LeanKit AgilePlace v2 API (board/delete)

• Action
  Delete an attachment

  Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete)

• Action
  Delete a planning increment by id

  Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)

• Action
  Delete a team

  Delete a team — LeanKit AgilePlace v2 API (team/delete)

• Action
  Delete Card

  Delete a card by id — LeanKit AgilePlace v2 API (card/delete)

• Action
  Delete multiple cards

  Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)

• Action
  Get a list of attachments for a card

  Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)

• Action
  Get a list of cards

  Get a list of cards — LeanKit AgilePlace v2 API (card/list)

• Action
  Get a list of leaf lanes for a board (lanes that can hold cards)

  Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)

• Action
  Get a list of parent cards

  Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)

• Action
  Get a list of planning series for an account

  Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)

• Action
  Get a list of tags on a board

  Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)

• Action
  Get a list of task cards for a card

  Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)

• Action
  Get an attachment's contents

  Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)

• Action
  Get a specified planning series

  Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)

• Action
  Get Board

  Retrieve a board by ID, including its lanes.

• Action
  Get Card

  Get card details by card id — LeanKit AgilePlace v2 API (card/get)

• Action
  Get User

  Retrieve a user by ID.

• Action
  List Boards

  List boards on the account.

• Action
  List Board Users

  List board users — LeanKit AgilePlace v2 API (board/user-roles)

• Action
  List Comments

  List comments on a card.

• Action
  List Users

  List users on the account.

• Action
  Move Card

  Move a card — LeanKit AgilePlace v2 API (card/move)

• Action
  Search Cards

  Search cards on a board with filters.

• Action
  Unarchive a board

  Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive)

• Action
  Update Card

  Update a card — LeanKit AgilePlace v2 API (card/update)

• 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.