Connect PandaDoc to Papyrs

Both apps 39PandaDoc 22Papyrs 17

• 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 attachment

  Uploads a file to a Papyrs page as a new Attachment widget.

• Action
  Add page

  Creates a new page in Papyrs with the given title and contents.

• Action
  Create New Heading

  Add a Heading to an existing Page.

• Action
  Create New Textbox (HTML)

  Adds a new text box to a Papyrs page, using HTML content (certain tags are removed by Papyrs when it cleans the HTML).

• Action
  Create New Textbox (Text)

  Adds a new text box to a Papyrs page. The content is treated as plain text: any HTML tags are shown literally and line breaks are kept.

• Action
  Delete page

  Permanently deletes a page from your Papyrs intranet.

• Action
  Delete widget

  Delete a widget (paragraph, heading, or attachment) from a page by widget ID.

• Action
  Find pages by keyword

  Returns the pages that match the specified keyword, using Papyrs' built-in search.

• Action
  Get page

  Returns a Papyrs page by its ID, including its title, folder, timestamps, URL, visibility, column/widget contents and layout.

• Action
  Get widget

  Retrieves one text box (paragraph), heading or attachment widget from a Papyrs page.

• Action
  List page records

  Lists the form records submitted on a Papyrs page.

• Action
  List pages

  Lists all pages visible to the connected Papyrs user, ordered by creation date (newest first).

• Action
  List people

  Returns every person in the Papyrs People Directory (guest users invited to individual pages are excluded). The connected user must have access to the People Directory.

• Action
  Post Comment on Page

  Posts a comment to the discussion stream of a Papyrs page. The page must contain a Discussion widget.

• Action
  Update attachment

  Adds a file to an existing attachment widget on a Papyrs page.

• Action
  Update TextBox (HTML)

  Replaces the content of an existing Text box widget on a Papyrs page with new HTML.

• Action
  Update TextBox (Text)

  Replaces the content of an existing Text box widget on a Papyrs page with plain text. HTML tags are escaped and line breaks are converted. The widget receives a new id on every update.

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