Connect PandaDoc to UniBee

Both apps 48PandaDoc 22UniBee 26

• 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 Invoice Event

  Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).

• Trigger
  New Payment Event

  Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).

• Trigger
  New Refund Event

  Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).

• Trigger
  New Subscription Activated

  Triggers when a subscription becomes active.

• Trigger
  New Subscription Event

  Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).

• Trigger
  New Subscription Onetime Addon Event

  Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).

• Trigger
  New Subscription Pending Update Event

  Triggers when a subscription pending update event occurs (create, success, or cancelled).

• Trigger
  New User Event

  Triggers when a user event occurs (created, updated, metric update, or subscription update).

• Trigger
  New User Plan Change

  Triggers when a user subscription or subscription change occurs.

• Action
  Add Discount Code

  Create a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).

• Action
  Add Invoice

  Create a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).

• Action
  Add Payment

  Record/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).

• Action
  Add Plan

  Create a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).

• Action
  Add Product

  Create a new product. Endpoint: POST /merchant/product/new (Create Product).

• Action
  Add Subscription

  Create a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).

• Action
  Add User

  Create a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).

• Action
  Cancel Subscription

  Cancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).

• Action
  Get Invoice

  Fetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).

• Action
  Get Payment

  Fetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).

• Action
  Get Plan

  Fetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).

• Action
  Get Subscription

  Fetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).

• Action
  Get User

  Fetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).

• Action
  List Discount Codes

  List discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).

• Action
  List Products

  List products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).

• Action
  List Users

  List/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).

• Action
  Update User

  Update an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).

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