Connect PandaDoc to Colorado Information Marketplace

Both apps 27PandaDoc 22Colorado Information Marketplace 5

• 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 record

  Polling trigger: fires when a new row appears in a specified Colorado Information Marketplace (Socrata SODA API) dataset. GET https://data.colorado.gov/resource/{dataset_id}.json ordered by a rowid/created/updated system field ($order=:id DESC or an updated_at column) with $limit, dedup by the row's system id (:id) or an updated_at watermark since datasets vary in whether they expose a stable update timestamp column.

• Action
  Find datasets

  Search the Colorado Information Marketplace open-data catalog for datasets by keyword/category. GET https://data.colorado.gov/api/catalog/v1?q={query}&limit=... (Socrata Discovery API) returning dataset id, name, description, category, and update timestamps. Used to locate the dataset identifier that other ops (List/Get/Find records) require as input.

• Action
  Find records by criteria

  Query a Colorado Information Marketplace (Socrata SODA API) dataset with a SoQL $where/$select/$order filter. GET https://data.colorado.gov/api/v3/views/{dataset_id}/query.json (or resource/{dataset_id}.json on older SODA2 endpoints) with SoQL query params ($where, $select, $order, $limit, $offset). Requires the dataset identifier (8-char alphanumeric, e.g. ydr8-5enu) as input plus the SoQL clauses.

• Action
  Get record

  Get a single row from a Colorado Information Marketplace (Socrata SODA API) dataset by its row identifier. GET https://data.colorado.gov/resource/{dataset_id}/{row_id}.json (or a $where=:id='{row_id}' query when the dataset has no explicit row identifier). Requires dataset_id and row_id.

• Action
  List records

  List all rows in a Colorado Information Marketplace (Socrata SODA API) dataset, paginated. GET https://data.colorado.gov/resource/{dataset_id}.json with $limit/$offset params. Requires the dataset identifier (8-char alphanumeric, e.g. ydr8-5enu).

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