Integration

Connect PandaDoc to Breeze

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

PandaDoc3 triggersPandaDoc19 actionsBreeze6 triggersBreeze30 actions

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What do you want PandaDoc and Breeze 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.

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Everything your agent can do with PandaDoc and Breeze

Triggers and actions 9 triggers · 49 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 Project
Triggers when a new project is created in Breeze.
Trigger
New Task
Triggers when a new task is created in the selected Breeze project.
Trigger
Project Renamed
Triggers when a Breeze project is given a new name.
Trigger
Tag Added to Task
Triggers when a tag is added to a task in the selected Breeze project.
Trigger
Task Moved
Triggers when a task is moved to a different list in the selected Breeze project.
Trigger
Task Status Updated
Triggers when a task's status changes in the selected Breeze project.
Action
Add comment
Adds a comment to a task in a Breeze project. Returns the comment that was created.
Action
Add list
Adds a new list to a Breeze project. Returns the list that was created.
Action
Add time entry
Logs a time entry against a task in a Breeze project. Returns the time entry that was created.
Action
Add todo
Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.
Action
Create New Project
Creates a new project in Breeze. Returns the project that was created.
Action
Create New Task
Creates a new task (card) in a Breeze project. Returns the task that was created.
Action
Delete card
Deletes a task (card) from a Breeze project.
Action
Delete comment
Deletes a comment from a task in a Breeze project.
Action
Delete list
Deletes a list from a Breeze project.
Action
Delete project
Deletes a project from Breeze.
Action
Delete time entry
Deletes a time entry from a task in a Breeze project.
Action
Delete todo
Deletes a checklist item from a task in a Breeze project.
Action
Find Project
Returns the Breeze projects whose name contains the text you supply.
Action
Generate time tracking report
Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.
Action
Get card
Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.
Action
Get project
Returns a single Breeze project, including its budget, members and tracked time.
Action
List cards
Returns the tasks (cards) in a Breeze project, 100 per page.
Action
List comments
Returns the comments on a task in a Breeze project.
Action
List lists
Returns the lists in a Breeze project.
Action
List projects
Returns all active projects in the Breeze account.
Action
List time entries
Returns the time entries logged against a task in a Breeze project.
Action
List todos
Returns the items on a checklist of a task in a Breeze project.
Action
List users
Returns the people on your Breeze team.
Action
Move card
Moves a task to another list, or to another position within its list.
Action
Update card
Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.
Action
Update comment
Changes the text of a comment on a task in a Breeze project. Returns the updated comment.
Action
Update list
Renames a list in a Breeze project. Returns the updated list.
Action
Update project
Updates a Breeze project. Only the values you supply are changed. Returns the updated project.
Action
Update time entry
Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.
Action
Update todo
Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.

Each app on its own

The other way round: Breeze to PandaDoc