Connect PandaDoc and Stripe

Both apps 54PandaDoc 22Stripe 32

• 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 Charge

  Triggers when a new charge is created.

• Trigger
  New Charge (instant)

  Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Event

  Triggers when a new Stripe event is created (covers all event types via the Events API).

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New paid and available charge

  Triggered when a new paid and available charge is created.

• Trigger
  New paid charge

  Triggered when a new paid charge is created.

• Trigger
  New plan

  Triggered when a new plan is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Refund

  Triggers when a new refund is created.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Cancel Subscription

  Cancels a subscription by its ID.

• Action
  Create Charge

  Creates a charge. Amount is in the smallest currency unit (e.g. cents).

• Action
  Create charges (bulk charge creation)

  Creates a charge in Stripe.

• Action
  Create Customer

  Creates a new customer in Stripe.

• Action
  Create Payment Intent

  Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.

• Action
  Create Price

  Creates a price for a product. unit_amount is in the smallest currency unit.

• Action
  Create Product

  Creates a product (a good or service) in Stripe.

• Action
  Create Refund

  Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.

• Action
  Create refund by charge id (distinct from Create Refund)

  Creates a refund for a specific charge id.

• Action
  Create Subscription

  Creates a subscription for a customer to one or more prices.

• Action
  Delete Customer

  Permanently deletes a customer by ID.

• Action
  Find Customer by Email

  Searches for customers matching an email address.

• Action
  Get Charge

  Retrieves a charge by its ID.

• Action
  Get charge details (distinct from Get Charge)

  Retrieves a charge's details by its charge id.

• Action
  Get Customer

  Retrieves a customer by their Stripe ID.

• Action
  Get Invoice

  Retrieves an invoice by its ID.

• Action
  Get Refund

  Retrieves a refund by its ID.

• Action
  Get Subscription

  Retrieves a subscription by its ID.

• Action
  Get transaction details

  Retrieves a transaction's details by its transaction id.

• Action
  List balance transactions

  List balance transactions (txn_xxx) for the account, most recent first.

• Action
  Update Customer

  Updates an existing customer by ID.

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