Connect PandaDoc to Peaka

Both apps 32PandaDoc 22Peaka 10

• 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 connection

  Creates a new data source connection in a Peaka project.

• Action
  Add query

  Creates a saved SQL query (plain or materialized) in a Peaka project, optionally inside a folder.

• Action
  Delete connection

  Deletes a connection from a Peaka project. Any catalogs using this connection lose access to their data source.

• Action
  Delete query

  Permanently deletes a saved query from a Peaka project.

• Action
  Get query

  Returns a single saved query in a Peaka project by its ID, including its SQL, type, schedule and folder location.

• Action
  List connections

  Lists all connections (authenticated links to external data sources) in a Peaka project.

• Action
  List projects

  Lists all projects within a Peaka workspace.

• Action
  List queries

  Returns all saved queries in a Peaka project, including each query's folder path when it sits in a folder.

• Action
  Run Peaka Query (With Line Item Support)

  Runs a SQL statement, a saved query, or a query builder request in a Peaka project and returns the result rows as line items.

• Action
  Update query

  Updates the display name, SQL, type or schedule of an existing Peaka query. Fields left blank keep their current values.

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