Connect PandaDoc and Pinpoint

Both apps 43PandaDoc 22Pinpoint 21

• 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
  Application Stage Update

  Triggers when an application moves to a different hiring stage in Pinpoint.

• Trigger
  New Application

  Triggers when a new job application is submitted in Pinpoint.

• Trigger
  New Job

  Triggers when a new job is created in Pinpoint, returning the job's details and custom field values.

• Trigger
  New Talent Pipeline Candidate

  Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint.

• Action
  Add application

  Creates a new application (candidate applying) for a job in Pinpoint.

• Action
  Add comment

  Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment.

• Action
  Add job

  Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links.

• Action
  Add requisition

  Creates a requisition in Pinpoint from a requisition template and returns the new requisition.

• Action
  Get application

  Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes.

• Action
  Get candidate

  Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes.

• Action
  Get job

  Returns one job by its id, including its custom field values and any related records you ask for.

• Action
  List applications

  Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria.

• Action
  List candidates

  Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status.

• Action
  List comments

  Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date.

• Action
  List interviews

  Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance.

• Action
  List job postings

  Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates.

• Action
  List jobs

  Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more.

• Action
  List requisitions

  Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date.

• Action
  List users

  Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for.

• Action
  Update application

  Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter.

• Action
  Update candidate

  Updates an existing candidate's personal and contact details in Pinpoint.

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