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What do you want PandaDoc and OpenAI to do together?
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Connect Claude CodeEverything your agent can do with PandaDoc and OpenAI
Triggers and actions 8 triggers · 88 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.
Trigger
New batchList your organization's batches.
- New file
Returns a list of files.
- New model
Lists the currently available models.
- New vector store
Returns a list of vector stores.
- New video
List recently generated videos for the current project.
- Cancel batch
Cancels an in-progress batch.
- Cancel run
Cancels a run that is in_progress.
- Cancel vector store file batch
Cancel a vector store file batch.
- Content moderation
Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
- Count input tokens
Returns input token counts of the request.
- Create assistant
Create an assistant with a model and instructions.
- Create chat completion
Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
- Create completion
Creates a completion for the provided prompt and parameters.
- Create embedding
Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
- Create message
Create a message.
- Create run
Create a run.
- Creates and executes a batch from an uploaded file of requests
Creates and executes a batch from an uploaded file of requests
- Create thread
Create a thread.
- Create thread and run
Create a thread and run it in one request.
- Create vector store
Create a vector store.
- Create vector store file
Create a vector store file by attaching a File to a vector store.
- Create vector store file batch
Create a vector store file batch.
- Create video edit job
Create a new video generation job by editing a source or existing generated video.
- Create video extension
Create an extension of a completed video.
- Create video generation job
Create a new video generation job from a prompt and optional reference assets.
- Create video remix
Create a remix of a completed video using a refreshed prompt.
- Delete assistant
Delete an assistant.
- Delete eval run
Delete an eval run.
- Delete file
Delete a file and remove it from all vector stores.
- Delete message
Deletes a message.
- Delete thread
Delete a thread.
- Delete vector store
Delete a vector store.
- Delete vector store file
Delete a vector store file (removes from store, file itself not deleted).
- Delete video
Permanently delete a completed or failed video and its stored assets.
- Download video content
Download the generated video bytes or a derived preview asset.
- Edit image
Creates an edited or extended image given one or more source images and a prompt.
- Generate image
Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
- Generate speech
Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
- Get assistant
Retrieves an assistant.
- Get batch
Retrieves a batch.
- Get file
Returns information about a specific file.
- Get file content
Returns the contents of the specified file.
- Get message
Retrieve a message.
- Get model
Retrieves a model instance.
- Get run
Retrieves a run.
- Get run step
Retrieves a run step.
- Get thread
Retrieves a thread.
- Get vector store
Retrieves a vector store.
- Get vector store file
Retrieves a vector store file.
- Get vector store file batch
Retrieves a vector store file batch.
- Get vector store file content
Retrieve the parsed contents of a vector store file.
- Get video
Fetch the latest metadata for a generated video.
- List conversation items
List all items for a conversation with the given ID.
- List files
Lists files that have been uploaded to your OpenAI account.
- List messages
Returns a list of messages for a given thread.
- List models
Lists the models currently available to your account.
- List runs
Returns a list of runs belonging to a thread.
- List run steps
Returns a list of run steps belonging to a run.
- List vector store file batch files
Returns a list of vector store files in a batch.
- List vector store files
Returns a list of vector store files.
- OpenAI agent message
Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
- Retrieve response
Retrieves a previously created model response by its Response ID.
- Search vector store
Search a vector store for relevant chunks based on a query and filter.
- Send model a message
Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
- Submit tool outputs to run
Submit tool outputs when a run requires action.
- Transcribe audio
Transcribes audio into the input language.
- Translate audio
Translates audio into English.
- Update assistant
Modifies an assistant.
- Update message
Modifies a message.
- Update run
Modifies a run.
- Update thread
Modifies a thread.
- Update vector store
Modifies a vector store.
- Update vector store file attributes
Update attributes on a vector store file.
- Upload file
Upload a file that can be used across various endpoints.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.