Integration

Connect PandaDoc to Icypeas

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

PandaDoc3 triggersPandaDoc19 actionsIcypeas10 actions

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What do you want PandaDoc and Icypeas 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 Icypeas

Triggers and actions 3 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.
Action
Company Scraper
Pulls a company's details from its LinkedIn page.
Action
Company URL Finder
Looks up a company by name or domain and returns the web address Icypeas holds for it.
Action
Domain Search
Starts a scan of a domain or company for its shared email addresses, such as contact@ or sales@. The results are collected afterwards with Get Single Results.
Action
Email Search
Starts a search for a person's work email address from their name and company, and returns the search Icypeas queued so you can collect the result.
Action
Email Search Sync
Finds a person's work email address from their name and company, waiting for the answer and returning it straight away.
Action
Email Verification
Starts a check of whether an email address is real and deliverable. The verdict is collected afterwards with Get Single Results.
Action
Email Verification Sync
Checks whether an email address is deliverable and returns the verdict straight away.
Action
Get Single Results
Collects the result of an Icypeas search you started earlier, using the search id it gave you.
Action
Profile Scraper
Pulls a person's details from their LinkedIn profile.
Action
Profile URL Finder
Finds a person's professional profile address from their name and the company they work for.

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The other way round: Icypeas to PandaDoc