Connect PandaDoc and PPM Express

Both apps 38PandaDoc 22PPM Express 16

• 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
  Idea Created

  Triggers when a Idea is created.

• Trigger
  Key Date Created

  Triggers when a Key Date is created.

• Trigger
  Key Date Updated

  Triggers when a Key Date is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Deleted

  Triggers when a Task is deleted.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Action
  Create Idea

  Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.

• Action
  Create Project

  Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.

• Action
  Create Project Key Date

  Creates a key date (milestone) on a PPM Express project and returns the new key date.

• Action
  Create Project Task

  Creates a task in a PPM Express project with the field values you supply.

• Action
  Delete Project Task

  Deletes a task from a PPM Express project.

• Action
  Update Project

  Updates the fields of an existing project, including custom fields, and returns the updated project.

• Action
  Update Project Key Date

  Updates the field values of an existing key date in a PPM Express project.

• Action
  Update Project Task

  Updates field values on an existing task in a PPM Express project and returns the updated task.

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