Integration
Connect PandaDoc to Yay! Forms
When something happens in PandaDoc, your agent does the next thing in Yay! Forms. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want PandaDoc and Yay! Forms 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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Connect Claude CodeEverything your agent can do with PandaDoc and Yay! Forms
Triggers and actions 4 triggers · 31 actions
Trigger
Document completedPolling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates an existing contact by ID.
Trigger
New ResponseTriggers when a new response is submitted.
- Create Field
Adds a new question field to a Yay! Forms form and returns the created field.
- Create Form
Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
- Delete Field
Deletes one question field from a Yay! Forms form.
- Delete Form
Deletes a Yay! Forms form along with its fields and responses.
- Get Form
Returns one Yay! Forms form with its settings, theme, status and response counts.
- Get Form Stats
Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
- List Fields
Returns every question field on a Yay! Forms form, in the order they appear.
- List Forms
Returns the forms in a Yay! Forms workspace, one page at a time.
- List Responses
Returns the responses submitted to a Yay! Forms form, one page at a time.
- List Workspaces
Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
- Update Field
Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
- Update Form
Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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