Integration

Connect PandaDoc to HigherGov

When something happens in PandaDoc, your agent does the next thing in HigherGov. Describe it in plain language and the automation is built, tested on every branch and kept running.

PandaDoc3 triggersPandaDoc19 actionsHigherGov1 triggerHigherGov10 actions

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What do you want PandaDoc and HigherGov 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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Everything your agent can do with PandaDoc and HigherGov

Triggers and actions 4 triggers · 29 actions

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.
Trigger
Pursuit Added
Triggered when a new pursuit is added to your HigherGov pipeline.
Action
Find Agencies
Returns U.S. government agencies from HigherGov, with each agency's ID, name, abbreviation, type and place in the agency hierarchy. Supply an agency ID to look up a single one.
Action
Find Awardees
Returns companies that hold U.S. government awards, with each company's name, Unique Entity ID, CAGE code, address, contacts, industry codes and SAM registration dates. Filter by Unique Entity ID, CAGE code, parent company or industry code.
Action
Find Contract Vehicles
Returns U.S. government contract vehicles, each with its name, description, type, status, award date and the awarding and funding agencies.
Action
Find Federal Contracts
Returns U.S. federal contract awards, each with its Award ID, winning company, awarding and funding agencies, dollar values, performance dates, industry codes and place of performance. Filter by company, agency, industry code, contract vehicle or a saved HigherGov search.
Action
Find Federal Grants
Returns U.S. federal grant awards, each with its Award ID, recipient organization, awarding and funding agencies, grant program number, dollar amounts and dates. Filter by recipient, agency, program number or a saved HigherGov search.
Action
Find Opportunities
Returns open U.S. government contract and grant opportunities, each with its title, description, posting agency, source, posted and due dates. Filter by agency, source, posted date or a saved HigherGov search.
Action
Find People
Returns federal, state and local government contacts, each with their name, title, email, phone and agency. Supply an email address to look up one specific person.
Action
Find Pursuits
Returns the pursuits your team is tracking in HigherGov, each with its keys, name, stage and related opportunity details. Filter to a single pursuit by its key or your own reference ID.
Action
Find State and Local Contracts
Returns U.S. state and local government contract awards, each with its buyer, supplier, award amount and start and end dates. Filter by date range or a saved HigherGov search.
Action
Get Opportunity Documents
Returns the documents attached to a government opportunity, each with its file name, type, size, posted date, download link and extracted text.

Each app on its own

The other way round: HigherGov to PandaDoc