Integration

Connect PandaDoc to Postali

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

PandaDoc3 triggersPandaDoc19 actionsPostali8 actions

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What do you want PandaDoc and Postali 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 Postali

Triggers and actions 3 triggers · 27 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.
Action
Find postal codes in bulk
Batch lookup of multiple postal codes in one call. POST /api/v1/{country}/bulk — send a list of codes, get back the per-code results (same shape as Get postal code).
Action
Find postal locations by query
Fuzzy search over settlement names, municipalities, and postal codes for a country. GET /api/v1/{country}/search?q=...&limit=. Useful for autocomplete.
Action
Get municipality
Get detail for one municipality identified by state + municipality path segments. GET /api/v1/{country}/municipio/{estado}/{municipio}.
Action
Get postal code
Look up a postal code (CP) for a country (mx/co/es). GET /api/v1/{country}/cp/{codigo} — returns estado, municipio, and all asentamientos (settlements) tied to the code.
Action
Get state
Get detail (with totals) for one state/department/province by slug. GET /api/v1/{country}/estado/{slug}.
Action
List municipalities
List municipalities belonging to a given state, by state slug. GET /api/v1/{country}/estado/{slug}/municipios.
Action
List states
List level-1 administrative divisions (states/departments/provinces) for a country, with precomputed totals. GET /api/v1/{country}/estados.
Action
Validate postal code
Quick validation of a postal code — returns whether it exists and how many asentamientos it covers, without the full list. GET /api/v1/{country}/validate/{codigo}. Useful for checkout form gating.

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The other way round: Postali to PandaDoc