Integration

Connect PandaDoc to ClickUp

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

PandaDoc3 triggersPandaDoc19 actionsClickUp6 triggersClickUp22 actions

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What do you want PandaDoc and ClickUp 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 ClickUp

Triggers and actions 9 triggers · 41 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 Comment on a Task
Triggers when a new Comment is added to a Task in ClickUp.
Trigger
New Folder
Triggers when new folders are created.
Trigger
New List
Triggers when new lists are created.
Trigger
New Task
Triggers when tasks are added.
Trigger
New Time Entry
Triggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task Changes
Triggers when a task changes.
Action
Add Task Checklist
Add a checklist to a task
Action
Archive or Delete Task
Archive or delete ClickUp task
Action
Create Folder
Creates a new folder
Action
Create List
Creates a new list
Action
Create New Document
Create new document in the specific location
Action
Create New Document Page
Create new page in the specific document
Action
Create Space
A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create Subtask
Creates a new subtask
Action
Create Task
Creates a new task.
Action
Edit Document Page
Edit document page
Action
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find Documents
Search for documents by location.
Action
Find Task by ID
Find an existing task by its ID.
Action
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or Email
Find an existing user by their name or their email.
Action
Post a Task Comment
Post a comment to a task
Action
Post Attachment
Post an attachment to a task.
Action
Send Chat Message to Channel
Post a message to a specific channel you choose.
Action
Send Direct Message
Send a direct message to a user or yourself.
Action
Time Tracked
Add time tracked to a task
Action
Update Task
Updates an existing task.

Each app on its own

The other way round: ClickUp to PandaDoc