Integration

Connect PandaDoc to Sirv

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

PandaDoc3 triggersPandaDoc19 actionsSirv2 triggersSirv31 actions

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What do you want PandaDoc and Sirv 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 Sirv

Triggers and actions 5 triggers · 50 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.
Trigger
New File
Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.
Trigger
New Tagged File
Triggered when a new file carrying the chosen tag appears in your Sirv account.
Action
Add Advanced Watermark
Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.
Action
Add Canvas or Border
Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.
Action
Add Tags to File
Adds meta tags to a file in your Sirv account.
Action
Apply Color Effects
Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.
Action
Convert Spin to Video
Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.
Action
Convert Video to Spin
Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.
Action
Copy File
Copies a file in your Sirv account to another path, leaving the original in place.
Action
Create Folder
Creates an empty folder in your Sirv account at the path you give.
Action
Create Thumbnail
Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.
Action
Delete File
Deletes a file, or an empty folder, from your Sirv account.
Action
Delete file tags
Removes one or more tags from a file in your Sirv account.
Action
Download File
Downloads a file from your Sirv account and returns its contents.
Action
Fetch File From URL
Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.
Action
Find File
Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.
Action
Get API Limits
Returns your Sirv API rate limits and how much of each you have used.
Action
Get batch delete job
Returns the progress and results of a batch delete job you started earlier.
Action
Get CDN URL
Returns the public web address of a file in your Sirv account.
Action
Get File Info
Returns the details Sirv holds on one file — its type, size, dates and image information.
Action
Get File Metadata
Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.
Action
Get File Tags
Returns the tags attached to a file in your Sirv account.
Action
Get product metadata
Returns the product information stored on a file in your Sirv account.
Action
Get Storage Info
Returns how much storage your Sirv account is using and how much it is allowed.
Action
Get Usage Report
Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.
Action
Get ZIP Job
Returns the progress and results of a zip job, including the archive it produced.
Action
List Folder Contents
Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.
Action
Make API Call
Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.
Action
Rename or Move File
Renames a file or folder, or moves it to another folder, by giving its new path.
Action
Set File Metadata
Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.
Action
Set Product Metadata
Attaches product details — code, name, brand and categories — to a file in your Sirv account.
Action
Upload File
Uploads a file to your Sirv account from a web address.
Action
Zip Files
Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.

Each app on its own

The other way round: Sirv to PandaDoc