Integration

Connect PandaDoc to Parseur

When something happens in PandaDoc, your agent does the next thing in Parseur. Describe it in plain language and the automation is built, tested on every branch and kept running.

PandaDoc3 triggersPandaDoc19 actionsParseur6 triggersParseur10 actions

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What do you want PandaDoc and Parseur to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with PandaDoc and Parseur

Triggers and actions 9 triggers · 29 actions

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
New Document Export Failed
Triggered when Parseur fails to export a document to its destination.
Trigger
New Document Not Processed
Triggered when Parseur receives a document it cannot extract data from, so you can follow it up.
Trigger
New Document Processed
Triggered when Parseur finishes extracting data from a document, with the extracted fields.
Trigger
New Document Processed (With List Items)
Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows).
Trigger
New Mailbox
Triggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts.
Trigger
New Table Field Processed
Triggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from.
Action
Create Document
Sends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.
Action
Create Document From File
Uploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.
Action
Delete Document
Deletes a document from Parseur by its ID.
Action
Delete Mailbox
Deletes a Parseur mailbox and everything in it. This cannot be undone.
Action
Get Document
Returns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.
Action
Get Mailbox
Returns one Parseur mailbox by its ID, with its email address, document counts and settings.
Action
List Documents
Returns the documents in Parseur, optionally narrowed to one mailbox or one processing status.
Action
List Mailboxes
Returns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.
Action
Reprocess Document
Sends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.
Action
Update Mailbox
Updates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.

Each app on its own

The other way round: Parseur to PandaDoc