Integration

Connect PandaDoc to ConvertAPI PDF Tools

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

PandaDoc3 triggersPandaDoc19 actionsConvertAPI PDF Tools17 actions

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What do you want PandaDoc and ConvertAPI PDF Tools 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 ConvertAPI PDF Tools

Triggers and actions 3 triggers · 36 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.
Action
Advanced: Convert File
Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.
Action
Combine or Merge PDF Files
Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.
Action
Compress PDF
Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.
Action
Email to PDF
Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.
Action
Images to PDF
Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.
Action
Office to PDF
Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.
Action
PDF to DOCX
Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.
Action
PDF to PDF/A
Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.
Action
PDF to PNG
The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.
Action
PDF to PPTX
Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.
Action
PDF to XLSX
Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.
Action
Protect PDF
Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.
Action
Redact PDF
Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.
Action
Repair PDF
Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.
Action
WEB to JPG
Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.
Action
WEB to PDF
Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.
Action
WEB to PNG
Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

Each app on its own

The other way round: ConvertAPI PDF Tools to PandaDoc