Connect PandaDoc and Kustomer

Both apps 49PandaDoc 22Kustomer 27

• 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
  Conversation Created

  Triggers when a new conversation is created in Kustomer.

• Trigger
  Conversation Updated

  Triggers when a Kustomer conversation is created or updated.

• Trigger
  Customer Created

  Triggers when a new customer is created in Kustomer.

• Trigger
  Customer Updated

  Triggers when a Kustomer customer is created or updated.

• Trigger
  Message Created

  Triggers when a new message is sent or received in Kustomer.

• Trigger
  Message Updated

  Triggers when a Kustomer message is created or updated.

• Action
  Add custom object

  Creates a new custom object (KObject) of the chosen custom object type in Kustomer.

• Action
  Add message

  Adds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.

• Action
  Create Company

  Creates a company in Kustomer that customers can be linked to.

• Action
  Create Conversation

  Creates a new conversation for a Kustomer customer, with an optional name, status and tags.

• Action
  Create Customer

  Creates a new customer in Kustomer with a name, email, phone and optional external ID.

• Action
  Create Notes

  Adds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.

• Action
  Create User

  Invites a new agent user to your Kustomer org by name and email.

• Action
  Delete Customer

  Deletes a Kustomer customer by ID.

• Action
  Find Conversation

  Finds a Kustomer conversation by the external ID your own system gave it.

• Action
  Find Customer

  Finds a Kustomer customer by email address and returns their ID, name and phone.

• Action
  Find custom objects by criteria

  Returns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.

• Action
  Find User

  Finds a Kustomer agent user by email address.

• Action
  Get Company

  Returns one Kustomer company by ID.

• Action
  Get Conversation

  Returns one Kustomer conversation by ID, with its subject, status, customer and timestamps.

• Action
  Get Customer

  Returns one Kustomer customer by ID, with name, emails, phones and timestamps.

• Action
  Get message

  Returns a single Kustomer message by its ID, including its attributes and related conversation and customer.

• Action
  Get user

  Returns a Kustomer user (agent) by their ID, including name, email and other profile attributes.

• Action
  List teams

  Returns the teams in your Kustomer organization, optionally filtered by role group or deleted status.

• Action
  Update company

  Updates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.

• Action
  Update Conversation

  Updates a Kustomer conversation's subject or status. Only the fields you fill in are changed.

• Action
  Update Customer

  Updates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.