Integration

Connect PandaDoc to TaxJar

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

PandaDoc3 triggersPandaDoc19 actionsTaxJar20 actions

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What do you want PandaDoc and TaxJar 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 TaxJar

Triggers and actions 3 triggers · 39 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.
Action
Calculate Sales Tax for an Order
Works out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.
Action
Create a Customer
Creates a customer in TaxJar with their exemption type and the regions the exemption applies to.
Action
Create an Order Transaction
Records a completed order in TaxJar so it counts towards your sales tax reporting.
Action
Create a Refund Transaction
Records a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
Action
Get Two-Letter ISO Code for Region
Looks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
Action
List Categories
Returns TaxJar's product categories and the tax code to use for each one.
Action
List Customers
Returns the IDs of every customer in your TaxJar account.
Action
List Nexus Regions
Returns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
Action
List Orders
Returns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
Action
List Refunds
Returns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
Action
Rates for Location
Returns the sales tax rates that apply at a location, broken down by state, county and city.
Action
Show a Customer
Returns one customer from TaxJar, including their exemption type and exempt regions.
Action
Show Order
Returns one order recorded in TaxJar, including its addresses, totals and line items.
Action
Show Refund
Returns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
Action
Summarize Tax Rates for All Regions
Returns the minimum and average sales tax rate for every state, province and country TaxJar covers.
Action
Update a Customer
Updates a customer in TaxJar. Only the fields you supply are changed.
Action
Update an Order Transaction
Updates an order already recorded in TaxJar. Only the fields you supply are changed.
Action
Update a Refund Transaction
Updates a refund already recorded in TaxJar. Only the fields you supply are changed.
Action
Validate an Address
Checks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
Action
Validate a VAT Number
Checks whether a VAT number is valid and returns the business name and address registered against it.

Each app on its own

The other way round: TaxJar to PandaDoc