Connect PandaDoc and Ventrata

Both apps 34PandaDoc 22Ventrata 12

• 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
  Updated Booking

  Triggers when any booking is created, updated, cancelled, or redeemed, including changes to customer details, products, options, quantities, or status.

• Action
  Add booking

  Reserves availability by creating an ON_HOLD booking. Confirm it afterwards with Confirm booking.

• Action
  Confirm booking

  /bookings/{uuid}/confirm - confirm an on-hold booking with contact details (OCTO Core).

• Action
  Delete booking

  /bookings/{uuid} - cancel a booking with optional reason (OCTO Core).

• Action
  Find availability

  /availability - search availability for a product/option over a date range or specific dates (OCTO Core).

• Action
  Find availability calendar

  /availability/calendar - daily availability summary for a product/option over a date range (OCTO Core).

• Action
  Find Booking

  Find bookings by reference, date, contact details or other filters. At least one primary filter is required.

• Action
  Get booking

  /bookings/{uuid} - retrieve a booking by UUID (OCTO Core).

• Action
  Get product

  /products/{id} - retrieve one product with its options and units (OCTO Core).

• Action
  Get supplier

  Returns the supplier the connected API key belongs to (name, reference, website, contact details).

• Action
  List products

  /products - list all bookable products for the supplier (OCTO Core).

• Action
  Update booking

  /bookings/{uuid} - amend an existing booking (date/time, units, contact) (OCTO Core).

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