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What do you want PandaDoc and GBIF to do together?
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Connect Claude CodeEverything your agent can do with PandaDoc and GBIF
Triggers and actions 3 triggers · 27 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
Find datasetsSearch across all datasets registered with GBIF (occurrence datasets, checklists, etc) by query text, type, publishing org, or country. GET https://api.gbif.org/v1/dataset/search?q=&type=&publishingCountry=&limit=&offset=. Returns a paged list of matching dataset summaries (key, title, type, publishingOrganizationKey).
- Find occurrences
Search occurrence records indexed by GBIF using structured filters (scientific name/taxonKey, country, dataset, date range, geometry, basisOfRecord, etc). GET https://api.gbif.org/v1/occurrence/search?q=&taxonKey=&country=&limit=&offset=. Returns a paged list of matching occurrence records (species observations/specimens with location, date, recordedBy, etc). Max 300 records per page, hard offset+limit cap of 100,000.
- Find species
Full-text search over name usages (species/taxa) in the GBIF Taxonomic Backbone and other checklists. GET https://api.gbif.org/v1/species/search?q={query}&rank=&status=&highertaxon_key=&limit=&offset=. Returns paged list of matching name usages (key, scientificName, rank, kingdom, etc).
- Get dataset
Retrieve full details of a single GBIF-registered dataset by its key (UUID). GET https://api.gbif.org/v1/dataset/{key}. Returns dataset metadata: title, description, type, license, publishingOrganizationKey, doi, citation, etc.
- Get occurrence
Retrieve a single occurrence record by its GBIF occurrence id. GET https://api.gbif.org/v1/occurrence/{gbifId}. Returns the full occurrence record: taxonomy, location (lat/lon/country), event date, recordedBy, dataset, media, etc.
- Get species
Retrieve a single name usage (species/taxon) record by its GBIF usage key. GET https://api.gbif.org/v1/species/{usageKey}. Returns full taxonomic details (scientificName, kingdom, phylum, class, order, family, genus, rank, taxonomicStatus, synonym, etc).
- Match species name
Fuzzy-match a scientific name string against the GBIF Backbone Taxonomy to resolve it to a canonical taxon key. GET https://api.gbif.org/v2/species/match?name={name}&rank=&kingdom=. Returns the best-matching usageKey/scientificName plus a confidence score and match type (EXACT/FUZZY/HIGHERRANK/NONE) — the standard way to resolve a free-text species name into a stable GBIF key.
- Parse scientific name
Parse one or more free-text scientific name strings into their structured components (genus, specificEpithet, authorship, rank, etc) using GBIF's name parser. GET https://api.gbif.org/v1/parser/name?name={name} (repeat name= for multiple). Returns a list of ParsedName objects — useful for cleaning/normalizing user-entered species names before other lookups.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.