Connect PandaDoc to Revi.io Reviews

Both apps 33PandaDoc 22Revi.io Reviews 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.

• Action
  Add Order Products

  Attaches one or more products to an existing Revi order in an authorized store, so customers can be invited to review what they bought.

• Action
  Create Orders

  Create or update up to 100 orders in one Revi store. Orders tell Revi which customers can receive review invitations.

• Action
  Get Business

  Gets the business information for the connected Revi account.

• Action
  Get Order

  Get one order from an authorized Revi store.

• Action
  Get Product

  Get one product from an authorized store.

• Action
  Get Store engagement statistics

  Get engagement statistics for one authorized Revi store.

• Action
  List Orders

  Lists orders from one authorized Revi store.

• Action
  List Products

  Lists the products in one authorized Revi store.

• Action
  List Reviews

  Lists reviews from one authorized Revi store.

• Action
  List Stores

  Lists the Revi stores the connected API client is authorized to access.

• Action
  Update Order status

  Updates the status of one order in an authorized Revi store (pending, ready or cancelled).

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