Connect PandaDoc to TeamUp

Both apps 46PandaDoc 22TeamUp 24

• 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 event

  Creates a new class (event) on the TeamUp calendar at a venue, with its instructors, offering type and times.

• Action
  Add instructor

  Creates a new instructor (staff member) in your TeamUp business with a name, email, description and staff permissions.

• Action
  Add interaction

  Logs a CRM interaction (call, email, meeting or contact) against a customer.

• Action
  Add membership

  Creates a new membership offering (a pack, prepaid plan or recurring plan) that customers can buy.

• Action
  Add venue

  Creates a venue (a physical location or an online venue) in your TeamUp business.

• Action
  Cancel customer membership

  Cancels a customer's membership, optionally setting an explicit expiration date. Returns the updated customer membership.

• Action
  Create Customer Membership

  Gives a TeamUp customer one of the business's membership plans, optionally from a chosen start date.

• Action
  Get Customer

  Returns one TeamUp customer by ID, including name, email and status.

• Action
  Get Customer Membership

  Returns one customer membership by ID, including its plan, dates and status.

• Action
  Get Event

  Returns one TeamUp class or appointment by ID, including its times, venue and occupancy.

• Action
  Get invoice

  Returns a single invoice, including its status, due date, amount due, payer and receipt link.

• Action
  List Attendances

  Returns up to 100 class and appointment registrations per page, optionally for one customer or one event.

• Action
  List Customer Memberships

  Returns up to 100 customer memberships per page, optionally only those held by one customer.

• Action
  List Customers

  Returns up to 100 TeamUp customers per page, optionally filtered by a name or email search.

• Action
  List Events

  Returns up to 100 TeamUp classes and appointments per page, optionally within a start-time window.

• Action
  List instructors

  Returns the business's instructors, optionally filtered by name, offering type or event.

• Action
  List invoices

  Returns the invoices in your TeamUp business, optionally filtered by status, customer membership or store order.

• Action
  List Memberships

  Returns up to 100 of the membership plans the business offers per page.

• Action
  List Venues

  Returns up to 100 of the business's venues per page.

• Action
  Mark attendee no-show

  Marks a customer's attendance at an event (class or appointment) as a no-show and returns the updated attendance.

• Action
  Register customer for event

  Registers a customer for an event (class or appointment) and returns the new attendance.

• Action
  Unregister customer from event

  Removes a customer from an event (class or appointment) in TeamUp, optionally as a late cancellation.

• Action
  Update customer

  Updates an existing customer's name, lead source, participation or visibility.

• Action
  Update event

  Updates an existing class or event in TeamUp — its name, times, venue, instructors, capacity, description and more. Only the fields you fill in are changed.

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