Connect PandaDoc to Botsonic

Both apps 32PandaDoc 22Botsonic 10

• 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 bot data from text

  Adds a block of text to a Botsonic bot's training data.

• Action
  Add bot data from URLs

  Adds web pages by URL to a Botsonic bot's training data.

• Action
  Add FAQ

  Adds a question-and-answer FAQ entry to your Botsonic bot's knowledge.

• Action
  Delete bot data

  Deletes a bot data source (an uploaded URL, file or text) from the bot's training data.

• Action
  Delete FAQ

  Deletes an FAQ from your Botsonic bot.

• Action
  Generate response

  Sends a question to your Botsonic bot and returns the bot's answer, along with its sources and suggested follow-up questions.

• Action
  Get conversation

  Returns one Botsonic conversation by its chat id, including the visitor details, message history and resolution status.

• Action
  List bot data

  Returns the training data sources (URLs, files and text) added to your bot, with their processing status.

• Action
  List conversations

  Returns the bot's conversations with visitors, including each chat's messages, visitor details and timestamps.

• Action
  List FAQs

  Returns the FAQs (question and answer pairs) trained into the bot, optionally filtered by a search phrase.

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