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What do you want PandaDoc and Brand.dev to do together?
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Connect Claude CodeEverything your agent can do with PandaDoc and Brand.dev
Triggers and actions 3 triggers · 36 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
Delete a collectionDelete a WebDBs data collection.
- Delete a monitor
Delete a website change monitor.
- Extract Products From a Brand's Website
Beta feature: Extract product information from a brand's website. Brand.dev will analyze the website and return a list of products with details such as name, description, image, pricing, features, and more.
- Find rows in a collection
Query rows stored in a WebDBs data collection.
- Get a batch
Retrieve a batch's status by ID.
- Get a monitor
Retrieve a website change monitor by ID.
- Get batch results
Retrieve the results of a completed batch.
- List batches
List submitted batches.
- List collections
List WebDBs data collections.
- List monitors
List website change monitors.
- Query Website Data Using AI
Use AI to extract specific data points from a brand's website. The AI will crawl the website and extract the requested information based on the provided data points.
- Retrieve Brand Data by Company Name
Retrieve brand information using a company name. This endpoint searches for the company by name and returns its brand data.
- Retrieve person
Retrieve a person's profile data.
- Retrieve Simplified Brand Data by Domain
Returns a simplified version of brand data containing only essential information: domain, title, colors, logos, and backdrops. This endpoint is optimized for faster responses and reduced data transfer.
- Run a monitor
Trigger a website change monitor to run immediately.
- Search company news
Search for recent news articles about a company or brand.
- Update a monitor
Update a website change monitor's configuration.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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