Connect PandaDoc to Asana

Both apps 56PandaDoc 22Asana 34

• 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.

• Trigger
  Completed task in project

  Triggered when any task is completed in the selected project.

• Trigger
  New comment on task

  Triggered when any new comment is made to the selected task.

• Trigger
  New or updated task in project

  Triggered when any task is added or updated in the specified project in the specified workspace.

• Trigger
  New project in workspace

  Triggered when a new project is added to the selected workspace.

• Trigger
  New story on task

  Triggered when any new story is made to the selected task.

• Trigger
  New tag in workspace

  Triggered when a new tag is added to the selected workspace.

• Trigger
  New task assigned to you in workspace

  Triggered when a task is assigned to you in the selected workspace.

• Trigger
  New team in workspace

  Triggered when a new team is added to the selected workspace.

• Trigger
  New user

  Triggered when a new user is created.

• Trigger
  New workspace

  Triggered when a new workspace is created.

• Action
  Add attachment

  Upload an attachment to a task. POST /attachments (multipart, parent=task_gid).

• Action
  Add tag to task

  Adds an existing tag to a task.

• Action
  Add task to section

  Moves a task into a section of a project.

• Action
  Associate task to project

  Associates a newly created task to a specified project in the specified workspace.

• Action
  Complete task

  Marks a task as completed.

• Action
  Create new comment

  Creates a new comment on the specified task.

• Action
  Create new project

  Creates a new project in the specified workspace.

• Action
  Create new task

  Creates a new task in a workspace or project.

• Action
  Create section in project

  Creates a new section within a project.

• Action
  Create subtask

  Creates a subtask under an existing parent task.

• Action
  Delete comment

  Delete a comment (story) by gid. DELETE /stories/{story_gid}.

• Action
  Delete project

  Delete a project by gid. DELETE /projects/{project_gid}.

• Action
  Delete task

  Permanently deletes a task.

• Action
  Duplicate task

  Creates a copy of an existing task.

• Action
  Find tasks in project

  Returns the tasks belonging to a project.

• Action
  Get project

  Fetch a single project by its gid. GET /projects/{project_gid}.

• Action
  Get task by ID

  Returns a single task's details by its ID.

• Action
  Get user

  Fetch a single user by gid (or 'me'). GET /users/{user_gid}.

• Action
  List attachments

  List attachments on a task. GET /attachments?parent={task_gid}.

• Action
  List projects

  List projects in a workspace, optionally filtered by team. GET /workspaces/{workspace_gid}/projects.

• Action
  List users

  List users in a workspace. GET /workspaces/{workspace_gid}/users (or GET /users).

• Action
  Remove tag from task

  Removes a tag from a task.

• Action
  Update project

  Update a project's fields (name, notes, due date, etc). PUT /projects/{project_gid}.

• Action
  Update task

  Updates an existing task's fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.