Integration

Connect PandaDoc to BigMailer

When something happens in PandaDoc, your agent does the next thing in BigMailer. Describe it in plain language and the automation is built, tested on every branch and kept running.

PandaDoc3 triggersPandaDoc19 actionsBigMailer1 triggerBigMailer35 actions

Browse all apps

Build it

What do you want PandaDoc and BigMailer 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 Code

Everything your agent can do with PandaDoc and BigMailer

Triggers and actions 4 triggers · 54 actions

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
New Contact
Triggered when a new contact is created in a BigMailer brand.
Action
Add/Update Contact
Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.
Action
Create a bulk campaign
Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.
Action
Create an RSS campaign
Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.
Action
Create a transactional campaign
Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.
Action
Create list
Creates a new contact list inside a BigMailer brand.
Action
Create segment
Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.
Action
Create template
Creates a reusable email or landing-page template in a BigMailer brand.
Action
Delete contact
Deletes a contact from a BigMailer brand, by contact ID or email address.
Action
Delete list
Deletes a contact list from a BigMailer brand.
Action
Delete segment
Deletes a segment from a BigMailer brand.
Action
Delete template
Deletes a template from a BigMailer brand.
Action
Get brand
Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.
Action
Get bulk campaign
Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.
Action
Get contact
Returns one BigMailer contact by ID or email address, including its custom field values.
Action
Get list
Returns one contact list from a BigMailer brand.
Action
Get RSS campaign
Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.
Action
Get segment
Returns one segment from a BigMailer brand, including the conditions that define it.
Action
Get template
Returns one template from a BigMailer brand, including its HTML.
Action
Get transactional campaign
Returns one transactional campaign from a BigMailer brand, including its content and send statistics.
Action
List brands
Lists the brands in your BigMailer account.
Action
List bulk campaigns
Lists the bulk campaigns in a BigMailer brand.
Action
List contacts
Lists the contacts in a BigMailer brand, optionally limited to one list.
Action
List lists
Lists the contact lists in a BigMailer brand.
Action
List RSS campaigns
Lists the RSS campaigns in a BigMailer brand.
Action
List segments
Lists the segments in a BigMailer brand.
Action
List senders
Lists the sending identities in a BigMailer brand.
Action
List templates
Lists the templates in a BigMailer brand.
Action
List transactional campaigns
Lists the transactional campaigns in a BigMailer brand.
Action
Update a bulk campaign
Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update an RSS campaign
Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update a transactional campaign
Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update brand
Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.
Action
Update list
Renames an existing contact list inside a BigMailer brand.
Action
Update segment
Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.
Action
Update template
Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.

Each app on its own

The other way round: BigMailer to PandaDoc