Connect PandaDoc and Vouchery.io

Both apps 37PandaDoc 22Vouchery.io 15

• 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 Voucher

  Triggers when a new voucher is created in the selected Vouchery campaign.

• Action
  Add campaign

  Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign.

• Action
  Assign vouchers to customer

  Assigns one or more voucher codes to a customer and returns the customer's updated record.

• Action
  Cancel redemption

  Cancels a redemption by its redemption ID, marking it as cancelled.

• Action
  Confirm redemption

  Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption.

• Action
  Create Customer

  Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata.

• Action
  Create Redemption

  Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted.

• Action
  Delete customer

  Deletes a customer from your Vouchery project by their identifier.

• Action
  Find Voucher

  Finds a voucher by its code and returns its status, campaign, customer and redemption details.

• Action
  Get campaign

  Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics.

• Action
  Get customer

  Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics.

• Action
  Get redemption

  Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards.

• Action
  List campaigns

  Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program.

• Action
  List customers

  Returns the customers in your Vouchery project, optionally filtered by identifier or email.

• Action
  Update customer

  Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide are changed.

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