Connect PandaDoc and Pledge

Both apps 33PandaDoc 22Pledge 11

• 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 Donation

  Triggers when a new donation is made through your Pledge account.

• Action
  Create Donation

  Creates a donation to a nonprofit on behalf of a donor.

• Action
  Create Impact Calculator

  Creates an impact calculator that shows donors what their gift achieves.

• Action
  Get Donation

  Returns one donation by its ID.

• Action
  Get Fundraiser

  Returns one fundraiser by its ID.

• Action
  Get Impact Calculator

  Returns one impact calculator by its ID.

• Action
  Get Organization

  Returns one nonprofit organization by its ID.

• Action
  List Donations

  Returns a page of the donations made through your account.

• Action
  List Impact Calculators

  Returns a page of your impact calculators.

• Action
  Request Organization

  Asks Pledge to add a nonprofit to its database by its NGO ID (EIN).

• Action
  Search Organizations

  Searches Pledge's nonprofit database by keyword, NGO ID, region, postal code or country.

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