Integration
Connect PandaDoc to Browserless
When something happens in PandaDoc, your agent does the next thing in Browserless. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want PandaDoc and Browserless 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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Connect Claude CodeEverything your agent can do with PandaDoc and Browserless
Triggers and actions 3 triggers · 31 actions
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates an existing contact by ID.
Action
Bypass bot detectionLoad a URL through Browserless's /unblock endpoint to bypass CAPTCHAs and bot detection, returning rendered content, cookies, and/or a screenshot per requested data flags.
Action
Capture a ScreenshotTakes a screenshot from a URL.
Action
Crawl a websiteAsynchronously crawl an entire site via Browserless's /crawl endpoint, scraping every page within the given depth/path filters and returning structured page data.
Action
Discover site URLsLoad a page in a real browser and return every link address found on it.
Action
Download a fileRun JavaScript code via Browserless's /download endpoint and retrieve a file that Chrome downloads during execution.
Action
Extract DataSearch for data within a website.
Action
Fetch a Site's HTMLScrapes the full HTML contents of a website.
Action
Generate a PDFGenerate a PDF from a URL.
Action
Measure a Website's PerformanceGet stats on a website's performance. (Google's Lighthouse tool)
Action
Run BQL QueryExecutes a Browser Query Language (BQL) script for sequential automation steps.
Action
Run custom functionExecute server-side Puppeteer JavaScript code (with optional context object) via Browserless's /function endpoint and return the function's result.
Action
Search the webQuery Browserless's /search endpoint for web results, optionally scraping the result pages and returning structured JSON.
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
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