Build it
What do you want PandaDoc and Botdog 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 PandaDoc and Botdog
Triggers and actions 3 triggers · 49 actions
Trigger
Document completedPolling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates an existing contact by ID.
Action
Add blacklistCreates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
- Add campaign
Creates a new outreach campaign in Botdog, optionally with a start and end date.
- Add Contact to a Campaign
Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
- Add leads to blacklist
Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
- Add leads to campaign
Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
- Add leads to list
Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
- Add list
Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
- Add snippet
Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
- Archive campaign
Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
- Delete campaign
Deletes a Botdog campaign. It disappears immediately and is removed in the background.
- Delete snippet
Deletes one of your own message snippets in Botdog.
- Get campaign
Returns one Botdog campaign by id, with its name, status, owner and schedule.
- Get campaign sequence
Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
- Get campaign statistics
Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
- Get lead
Returns one lead by id, including profile details, campaign status and the lead's full event history.
- Get list
Returns one Botdog lead list by id, with its name and lead count.
- List campaign leads
Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
- List campaigns
Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.
- List leads
Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
- List leads in list
Returns the leads in a Botdog lead list.
- List paused campaign activities
Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
- List snippets
Returns the message snippets visible to the connected Botdog user, both personal and team-shared.
- Pause campaign activities
Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
- Remove leads from blacklist
Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
- Remove leads from list
Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
- Resume campaign activities
Resumes specific activity types on a Botdog campaign that were paused individually.
- Stop lead
Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
- Update campaign
Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
- Update lead
Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
- Update snippet
Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.
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