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What do you want PandaDoc and ITIS to do together?
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Connect Claude CodeEverything your agent can do with PandaDoc and ITIS
Triggers and actions 3 triggers · 32 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
Convert LSID to TSNGet the TSN for a given LSID (Life Science Identifier).
- Convert TSN to LSID
Get the LSID (Life Science Identifier) for a given TSN.
- Find taxon by common name
Search ITIS for taxa matching a common (vernacular) name.
- Find taxon by scientific name
Search ITIS for taxa matching a scientific name.
- Find taxon by search term
Search ITIS across scientific and common names for any matching term.
- Get accepted names
Get the currently accepted scientific name(s) for a given TSN, when the queried TSN is not itself accepted.
- Get common names
Get the common (vernacular) names associated with a given TSN.
- Get full hierarchy
Get the complete taxonomic hierarchy (ancestors and descendants) for a given TSN.
- Get full record
Get the complete taxonomic record for a given TSN (taxonomic serial number).
- Get hierarchy down
Get the taxonomic hierarchy below (children of) a given TSN.
- Get hierarchy up
Get the taxonomic hierarchy above (ancestors of) a given TSN.
- Get parent taxon
Get the parent TSN for a given TSN.
- Get synonym names
Get the synonym scientific names associated with a given TSN.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.