Connect PandaDoc to Everfit

Both apps 48PandaDoc 22Everfit 26

• 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
  Assign Client to Group

  Adds a client to a client group.

• Action
  Assign Client to Studio Program

  Gives a client access to a studio program, which they can start any time.

• Action
  Assign Client to Workout Collection

  Gives a client access to an on-demand workout collection.

• Action
  Get Assigned Client List of Resource Collection

  Returns the clients assigned to a resource collection.

• Action
  Get Assigned Program of Client

  Returns the programs assigned to a client, including each program instance ID needed to unassign it.

• Action
  Get Assigned Studio Program List of Client

  Returns the studio programs assigned to a client, one page at a time.

• Action
  Get Assigned Workout Collection List of Client

  Returns the on-demand workout collections assigned to a client, one page at a time.

• Action
  Get Autoflow List

  Returns the autoflows in your Everfit library, with their type, length and client counts.

• Action
  Get Client's Detailed Information

  Returns a client's details: name, email, archived status and trainer name.

• Action
  Get Client's ID

  Returns the ID of the client with the given email address.

• Action
  Get Client's Last Activity

  Returns the date and time of a client's last activity in Everfit.

• Action
  Get Coach ID by Email

  Returns the ID of the coach in your workspace with the given email address.

• Action
  Get Forum List

  Returns the community forums in your Everfit workspace.

• Action
  Get Group List

  Returns the client groups in your Everfit workspace, with each group's ID and name.

• Action
  Get Participant List of Forum

  Returns the members of a community forum.

• Action
  Get Program List

  Returns the programs in your Everfit library.

• Action
  Get Resource Collection List

  Returns the resource collections in your Everfit workspace, one page at a time.

• Action
  Get Studio Program List

  Returns the studio programs in your Everfit workspace, one page at a time, optionally only published ones.

• Action
  Get Workout Collection List

  Returns the on-demand workout collections in your Everfit workspace, one page at a time.

• Action
  Register Client by Public Invite Link

  Registers a client account in your workspace with a password and assigns them to a coach. Returns the new client.

• Action
  Search Client by Email

  Finds every client matching an email address and returns each one's ID and name.

• Action
  Unarchive Client

  Reactivates an archived client so they can resume training.

• Action
  Unassign Client From Group

  Removes a client from a client group.

• Action
  Unassign Client From Program

  Unassigns one assigned program from a client; its workouts from today onward are removed from the client's calendar. Use Get Assigned Program of Client for the instance ID.

• Action
  Unassign Client From Studio Program

  Removes a client's access to a studio program.

• Action
  Unassign Client From Workout Collection

  Removes a client's access to an on-demand workout collection.

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