Connect PandaDoc to Elastic Security

Both apps 32PandaDoc 22Elastic Security 10

• 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
  Add case comment

  Adds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case.

• Action
  Add detection rule

  Creates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning).

• Action
  Add exception list item

  Creates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts.

• Action
  Delete detection rule

  Deletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule.

• Action
  Find cases

  Searches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date.

• Action
  Find detection rules

  Finds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state.

• Action
  Get detection rule

  Returns a detection rule's full details, looked up by its internal id or its stable rule_id.

• Action
  Get exception list item

  Returns one exception list item, looked up by its id or its human-readable item ID.

• Action
  Update case

  Updates an existing case's title, description, status, severity, tags, assignees and other fields.

• Action
  Update detection rule

  Updates selected settings of an existing detection rule, leaving any setting you leave blank unchanged. Returns the updated rule.

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