Connect PandaDoc to Billage

Both apps 38PandaDoc 22Billage 16

• 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.

• Action
  Add Product

  Create a new Billage product. POST /v2/products.

• Action
  Create Account

  Creates a new account.

• Action
  Create Contact

  Creates a new contact in an account.

• Action
  Delete Account

  Delete a Billage account by id. DELETE /v2/accounts/{account-id}.

• Action
  Delete Contact

  Delete a Billage contact by id. DELETE /v2/contacts/{id}.

• Action
  Delete Lead

  Delete a Billage lead by id. DELETE /v2/leads/{id}.

• Action
  Get Account

  Fetch a single Billage account (company/customer record) by id. GET /v2/accounts/{account-id}.

• Action
  Get Contact

  Fetch a single Billage contact by id. GET /v2/contacts/{id}.

• Action
  Get Lead

  Fetch a single Billage lead by id. GET /v2/leads/{id}.

• Action
  Get Product

  Find a Billage product by id. GET /v2/products/{id}.

• Action
  List Accounts

  List/search Billage accounts by name, alias, vat, tags, etc. GET /v2/accounts.

• Action
  List Contacts

  List/search Billage contacts by criteria. GET /v2/contacts.

• Action
  List Leads

  List Billage leads. GET /v2/leads.

• Action
  List Products

  List/search Billage products by alias or name. GET /v2/products.

• Action
  Update Account

  Update an existing Billage account. PUT /v2/accounts.

• Action
  Update Contact

  Update an existing Billage contact. PUT /v2/contacts.

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