Connect Mojo Helpdesk and PandaDoc

Both apps 49Mojo Helpdesk 27PandaDoc 22

• Trigger
  New Ticket

  Triggers when a new ticket is created in Mojo Helpdesk.

• Trigger
  New Ticket With Due On

  Triggers when a new Mojo Helpdesk ticket that has a due date is created.

• Trigger
  New Ticket With Scheduled On

  Triggers when a new Mojo Helpdesk ticket that has a scheduled date is created.

• Trigger
  New User

  Triggers when a new user is created in Mojo Helpdesk.

• Action
  Add asset

  Creates a new asset in Mojo Helpdesk Asset Management and returns the created asset.

• Action
  Add Comment to Ticket

  Adds a public comment to a Mojo Helpdesk ticket.

• Action
  Add Staff Note to Ticket

  Adds an internal staff-only note to a Mojo Helpdesk ticket.

• Action
  Add Tag to Ticket

  Adds a tag to a Mojo Helpdesk ticket, creating the tag if it does not exist.

• Action
  Add task to ticket

  Creates a task on a ticket, with optional notes, due date, assignee and completion status.

• Action
  Create Ticket

  Creates a new ticket in Mojo Helpdesk and returns it.

• Action
  Create User

  Creates a new user in Mojo Helpdesk.

• Action
  Delete ticket

  Permanently deletes a ticket, including its comments and attachments.

• Action
  Delete user

  Permanently deletes a user from Mojo Helpdesk. This cannot be undone.

• Action
  Find assets by criteria

  Returns the assets that match a search query, such as a name, tag, serial number, location or assigned user.

• Action
  Find User by Email

  Finds a Mojo Helpdesk user by email address.

• Action
  Get asset

  Returns the details of a single asset, including its status, location, assigned users and attached files.

• Action
  Get Ticket

  Returns one Mojo Helpdesk ticket by its ID, including title, description, status, priority and assignee.

• Action
  Get User

  Returns one Mojo Helpdesk user by ID.

• Action
  List comments

  Returns the comments on a Mojo Helpdesk ticket, including staff notes.

• Action
  List ticket queues

  Returns the ticket queues in your Mojo Helpdesk account, with each queue's id, name and email settings.

• Action
  List tickets

  Returns the tickets in your Mojo Helpdesk, sorted by the field and order you choose.

• Action
  List users

  Returns the users (end users and agents) in your Mojo Helpdesk account.

• Action
  Remove tag from ticket

  Removes a tag from a ticket, identified by the tag's ID or label, and returns the ticket's remaining tags.

• Action
  Search Tickets

  Finds Mojo Helpdesk tickets matching a search query (same syntax as the web app's advanced search).

• Action
  Update asset

  Updates an existing asset in Mojo Helpdesk, changing only the fields you supply.

• Action
  Update Ticket

  Updates an existing Mojo Helpdesk ticket; only the fields you supply change.

• Action
  Update User

  Updates a Mojo Helpdesk user's details; only the fields you supply change (email cannot be changed here).

• 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.