Connect PandaDoc to Mem

Both apps 38PandaDoc 22Mem 16

• 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
  Add collection

  Creates a new collection in Mem with a title and optional description.

• Action
  Add note to collection

  Adds an existing note to an existing collection. The note and collection content are not changed.

• Action
  Create Note (Advanced)

  Creates a note in Mem from markdown content, optionally with your own note ID, timestamps, and collections. The first line of the content becomes the note title.

• Action
  Delete collection

  Permanently deletes a Mem collection. Notes in it are not deleted.

• Action
  Delete note

  Permanently deletes a note from Mem. Deleted notes cannot be restored.

• Action
  Find collections by query

  Searches your Mem collections by free text and returns the most relevant matches.

• Action
  Find notes by query

  Searches your Mem notes by text, with optional filters for collections, dates, tasks and attachments, and returns the most relevant matches.

• Action
  Find related notes

  Returns up to 20 notes that are semantically related to the note you choose, ordered by similarity.

• Action
  Get collection

  Returns the details of a single Mem collection, including its title, description and note count.

• Action
  Get note

  Returns a single Mem note by its ID, including its title, markdown content, collections and timestamps.

• Action
  List collections

  Returns the collections in your Mem account, optionally filtered by creation or update time.

• Action
  List notes

  Returns the notes in your Mem account, optionally filtered by collection, creation or update dates, and note contents such as tasks, images or files.

• Action
  Mem It (Recommended)

  Sends any raw content (web page, email, transcript, text) to Mem, which processes it and saves it as notes in your knowledge base.

• Action
  Remove note from collection

  Removes a note from a collection. Both the note and the collection are kept.

• Action
  Update collection

  Renames a Mem collection or changes its description. Fields left blank stay unchanged.

• Action
  Update note

  Replaces the full markdown content of an existing Mem note. The first line of the content becomes the note's title.

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