Integration
Connect NetHunt CRM to PandaDoc
When something happens in NetHunt CRM, your agent does the next thing in PandaDoc. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want NetHunt CRM and PandaDoc to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with NetHunt CRM and PandaDoc
Triggers and actions 11 triggers · 27 actions
Trigger
New Call LogTriggered when a new call log is added to a record in the specified folder.
Trigger
New CommentTriggered when a new comment is added to a record in the specified folder.
Trigger
New folderTriggered when a new folder is added.
Trigger
New Google Drive File in FolderPolls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments.
Trigger
New or Updated Record in FolderTriggered when a record is created or updated in the specified folder.
Trigger
New Record in FolderTriggered when a record is created in the specified folder.
Trigger
Two-way sync new or updated records in folderA trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Trigger
Updated Record in FolderTriggered when a record is updated in the specified folder.
Action
Add Call LogAdd a call log to the specified record.
Action
Add CommentAdd a comment to the specified record.
Action
Delete RecordDelete a record by ID.
Action
Find RecordSearch records in a folder by ID or text query.
Action
Find record by field valueFinds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at. DYNAMIC OUTPUT — DOCUMENTED EXCEPTION TO THE DESIGN RULE (2026-07-20). The standing rule puts FIND ops in the IDs-only bucket: GET enriches output with a field picker, FIND/LIST return IDs only. This op is a deliberate exception because NetHunt exposes NO get-by-id endpoint, so there is no GET op that could carry the picker. Re-confirmed against live data: ?query=<recordId> returns [] for a record that demonstrably exists in that folder (record 6a48901d931c9b3a9bbfb83c in Contacts), recordId:x 400s, and find-record-by-id 404s. The choice was therefore FIND-or-nothing, and a NetHunt user with no output picker has no way to map folder fields at all. If NetHunt ever ships a get-by-id endpoint, move the picker to a proper GET op and revert this op to IDs-only. Field values are projected under `fields`, a flat object keyed by field NAME, matching the house convention of a dynamic map beside the record's own top-level keys (cf. Agile/Cliniko/Capsule/MINDBODY `custom_fields`). NetHunt has no standard-vs-custom split — every folder field is user-defined — so the whole `fields` object is the dynamic surface and the container keeps the accurate name `fields` rather than `custom_fields`. The picker is parameterized per folder: `folder_id` is a SETTING (not an input) because dynamic-schema resolution binds only against step settings, so an input-sourced folder could never resolve the discovery at automation-load time. TYPE BLINDNESS (inherent, not fixable here): the backing schema endpoint returns only {name} with no type, so the picker advertises every field as String. Live reads return numbers and lists — e.g. Deal amount 100000 and Probability 0.9 are numbers, and Company / Contact person / Manager / Email / Label are ARRAYS (link fields carry record-id arrays). Mapping one of these as a scalar fails at runtime with no design-time signal.
Action
List Folder FieldsList the fields of a folder.
Action
List Readable FoldersList all folders the user can read.
Action
List Writable FoldersList folders the user can create records in.
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates 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.
Each app on its own
Reviews