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What do you want PandaDoc and PostHog to do together?
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Connect Claude CodeEverything your agent can do with PandaDoc and PostHog
Triggers and actions 4 triggers · 29 actions
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates an existing contact by ID.
Trigger
Action PerformedTriggers when an action is performed by a user.
Action
Add annotationCreate a new annotation on the project timeline (content, date_marker, scope). POST /api/projects/:project_id/annotations/
Action
Capture EventCaptures an event.
Action
Evaluate feature flagsEvaluate all feature flag values for a given distinct_id/person, returning flag states for use in automation branching. Public POST /flags endpoint (project token auth).
Action
Get personRetrieve a single person by ID. GET /api/projects/:project_id/persons/:id/
Action
List annotationsList annotations in the project. GET /api/projects/:project_id/annotations/
Action
List cohortsList cohorts defined in the project. GET /api/projects/:project_id/cohorts/
Action
List feature flagsList feature flags defined in the project. GET /api/projects/:project_id/feature_flags/
Action
List insightsList saved insights (charts/graphs) in the project. GET /api/projects/:project_id/insights/
Action
List personsList/search persons in the project, optionally filtered by distinct_id or properties. GET /api/projects/:project_id/persons/
Action
Update personUpdate a person's properties by ID. PATCH /api/projects/:project_id/persons/:id/
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.