Connect Motion and PandaDoc

Both apps 43Motion 21PandaDoc 22

• Trigger
  New Comment

  Triggered when a new comment is added to the selected task.

• Trigger
  New or Updated Task

  Triggers when a task is created or updated in Motion.

• Trigger
  New Project

  Triggered when a new project is created in a Motion workspace.

• Trigger
  New Task

  Triggered when a new task is created in Motion. Can be limited to a workspace, project, assignee, label, name or status.

• Action
  Create Comment

  Creates a new comment on a Motion task and returns the created comment.

• Action
  Create Project

  Creates a new project in a Motion workspace, optionally from a project template, and returns the created project.

• Action
  Create Recurring Task

  Creates a recurring task in a Motion workspace, assigned to a person and repeating on the frequency you choose. Returns the new recurring task.

• Action
  Create Task

  Creates a task in a Motion workspace, optionally with a due date, assignee, project, labels and auto-scheduling. Returns the new task.

• Action
  Delete Recurring Task

  Deletes a recurring task in Motion by its ID.

• Action
  Delete Task

  Deletes a Motion task by its ID.

• Action
  Find Task

  Returns the tasks whose name contains the specified text, optionally narrowed by workspace, project, assignee, label or status.

• Action
  Get Project

  Returns a single Motion project by its ID, including its status, timestamps and custom field values. An error occurs if the project is not found.

• Action
  Get Task

  Returns a Motion task by its ID, including its schedule, assignees, project, workspace and custom field values. An error occurs if the task is not found.

• Action
  List Comments

  Returns all comments on a Motion task, including each comment's content, creation time and creator.

• Action
  List Projects

  Returns all projects in a Motion workspace, including each project's status and custom field values.

• Action
  List Recurring Tasks

  Returns all recurring tasks in a Motion workspace, including each task's assignee, project, status, priority and labels.

• Action
  List Tasks

  Returns the tasks in Motion, across every page of results, optionally narrowed by workspace, project, assignee, label, name or status.

• Action
  Move Task

  Moves a task to a different workspace, optionally assigning it to a user there, and returns the updated task.

• Action
  Set Project Custom Field Value

  Sets the value of an existing custom field on a project and returns the value that was saved.

• Action
  Unassign Task

  Removes the assignee from a Motion task, leaving the task unassigned.

• Action
  Update Task

  Updates an existing Motion task by ID and returns the updated task, including its title, schedule, status, priority, labels and assignee.

• 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.