Connect PandaDoc and Returnless

Both apps 40PandaDoc 22Returnless 18

• 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
  Request Created

  Triggers when a customer creates a new return request that needs approval.

• Trigger
  Return Created

  Triggers when a new return is created, including a request once it is approved.

• Action
  Add note

  Adds an internal note to a return or return request.

• Action
  Add Request

  Creates a return request in Returnless for items from an existing sales order.

• Action
  Approve a Request

  Approves a return request in Returnless so the customer can send the items back.

• Action
  Approve a Request Without Shipment

  Approves a pending return request without a return shipment, so the customer keeps the items.

• Action
  Find customers

  Returns the customers in your Returnless account that match an email address.

• Action
  Find products

  Returns the products in your Returnless account that match a SKU.

• Action
  Find Requests

  Finds a Request in your Returnless account.

• Action
  Find Returns

  Finds returns (return orders) in Returnless by return number.

• Action
  Find sales orders

  Finds sales orders in Returnless by order number.

• Action
  Get customer

  Returns a single Returnless customer by its id.

• Action
  Get Request (By Request ID)

  Returns a single return request (return order) from Returnless by its ID.

• Action
  Get Return (By Return ID)

  Returns a single return in Returnless, with all of its details, by its return ID.

• Action
  Get sales order

  Returns a single sales order by its ID, including its customer, address and order details.

• Action
  List return reasons

  Returns the return reasons configured in your Returnless account.

• Action
  Reject Request

  Rejects a pending return request in Returnless.

• Action
  Update return

  Changes the status of a return, such as Checked, Approved or Resolved.

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