Integration
Connect PandaDoc to DocuWriter.ai
When something happens in PandaDoc, your agent does the next thing in DocuWriter.ai. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want PandaDoc and DocuWriter.ai 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 DocuWriter.ai
Triggers and actions 4 triggers · 28 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.
Trigger
New GenerationTriggers when new generation is created.
Action
Add documentCreate a new document within a Space. POST /api/spaces/{space}/documents (Bearer token auth).
Action
Add spaceCreate a new Space to organize documentation. POST /api/spaces (Bearer token auth).
Action
Delete documentDelete a document within a Space. DELETE /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).
Action
Find documents by keywordSearch for documents within a Space by keyword. POST /api/spaces/{space}/search (Bearer token auth).
Action
Get documentRetrieve a document within a Space by id. GET /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).
Action
Get generationRetrieve a single documentation generation by id, including its status and result. GET /api/generations/{id} (Bearer token auth).
Action
List generationsList the user's documentation generations. GET /api/generations (Bearer token auth).
Action
List spacesList the user's Spaces (collaborative documentation collections). GET /api/spaces (Bearer token auth).
Action
Update documentUpdate an existing document within a Space. PUT /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).
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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