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What do you want PandaDoc and FilePost 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 FilePost
Triggers and actions 3 triggers · 29 actions
Trigger
Document completedPolling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates an existing contact by ID.
Action
Create Intake LinkCreates a FilePost intake link — a public upload page you can send to someone so they can drop files to you, with your own limits on file type, size, count and how long it stays open.
- Delete File
Permanently deletes a file from FilePost. The stored file and its public link are removed and cannot be recovered.
- Delete intake link
Closes a FilePost intake link so it stops accepting uploads. Files already uploaded through it are untouched, and the slot frees up against your plan's limit on active links.
- Get file
Returns the details FilePost holds about one stored file — its name, size, type, download link and when it expires.
- Get intake link
Returns one intake link from your FilePost account, looked up by its intake link ID. FilePost has no single-link endpoint, so the link is selected out of your full list of intake links.
- List Files
Returns the files stored in your FilePost account, newest first, together with the total number of files.
- List intake links
Returns the intake links on your FilePost account, with each link's label, public upload page, limits and expiry.
- Update file
Changes whether a stored file's name appears in its public link, and returns the file with its new link.
- Upload File
Uploads a file to FilePost and returns its shareable link.
- Upload File From URL
Stores a file from a public web link in FilePost and returns its shareable link.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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