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What do you want PandaDoc and ConfigCat to do together?
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Connect Claude CodeEverything your agent can do with PandaDoc and ConfigCat
Triggers and actions 3 triggers · 47 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
Add ConfigCreate a new config within a product. POST /v1/products/{productId}/configs
Action
Add FlagCreate a new feature flag or setting within a config. POST /v1/configs/{configId}/settings
Action
Add SegmentCreate a new segment within a product. POST /v1/products/{productId}/segments
Action
Add TagCreate a new tag within a product. POST /v1/products/{productId}/tags
Action
Delete ConfigDelete a config. DELETE /v1/configs/{configId}
Action
Delete FlagDelete a feature flag or setting. DELETE /v1/settings/{settingId}
Action
Delete SegmentDelete a segment. DELETE /v1/segments/{segmentId}
Action
Delete TagDelete a tag. DELETE /v1/tags/{tagId}
Action
Get ConfigGet a single config by id. GET /v1/configs/{configId}
Action
Get EnvironmentGet a single environment by id. GET /v1/environments/{environmentId}
Action
Get FlagGet a single feature flag or setting by id. GET /v1/settings/{settingId}
Action
Get Flag valueGet the current served value of a feature flag or setting in an environment. GET /v1/settings/{settingKeyOrId}/value
Action
Get ProductGet a single product by id. GET /v1/products/{productId}
Action
Get SegmentGet a single segment by id. GET /v1/segments/{segmentId}
Action
Get TagGet a single tag by id. GET /v1/tags/{tagId}
Action
List ConfigsList all configs (SDK config bundles) within a product. GET /v1/products/{productId}/configs
Action
List EnvironmentsList all environments within a product. GET /v1/products/{productId}/environments
Action
List FlagsList all feature flags and settings within a config. GET /v1/configs/{configId}/settings
Action
List OrganizationsList all organizations the caller has access to. GET /v1/organizations
Action
List ProductsList all products the caller has access to. GET /v1/products
Action
List SegmentsList all segments within a product. GET /v1/products/{productId}/segments
Action
List TagsList all tags within a product. GET /v1/products/{productId}/tags
Action
Update ConfigUpdate a config's name/description/order. PUT /v1/configs/{configId}
Action
Update EnvironmentUpdate an environment's name/color/description. PUT /v1/environments/{environmentId}
Action
Update FlagUpdate a feature flag or setting's metadata (name, hint, tags). PATCH /v1/settings/{settingId}
Action
Update Flag valueUpdate (turn on/off, change served value or targeting) a feature flag or setting's value in an environment. PATCH /v1/settings/{settingKeyOrId}/value
Action
Update SegmentUpdate a segment's name/rules. PUT /v1/segments/{segmentId}
Action
Update TagUpdate a tag's name/color. PUT /v1/tags/{tagId}
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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