Connect Slack and PandaDoc

Both apps 97Slack 75PandaDoc 22

• Trigger
  New Channel

  Triggers when a new channel is created in the workspace.

• Trigger
  New Channel (instant)

  Triggers when a new channel is created (Slack event channel_created).

• Trigger
  New Channel Member

  Triggers when a member joins a chosen channel (Slack event member_joined_channel).

• Trigger
  New File (instant)

  Triggers when a new file is uploaded to the workspace (Slack event file_created).

• Trigger
  New Mention (instant)

  Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.

• Trigger
  New Message Posted to Channel

  Triggers when a message is posted to a chosen channel (Slack event message.channels).

• Trigger
  New Message Posted to Private Channel

  Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).

• Trigger
  New Pinned Item

  Triggers when an item is pinned in a channel.

• Trigger
  New Public Message Posted Anywhere

  Triggers when a message is posted to any public channel (Slack event message.channels).

• Trigger
  New Reaction Added

  Triggers when an emoji reaction is added to a message (Slack event reaction_added).

• Trigger
  New Saved Message

  Triggers when a message or file is saved (starred) (Slack event star_added).

• Trigger
  New Team Custom Emoji

  Triggers when a custom emoji is added to the workspace (Slack event emoji_changed).

• Trigger
  New Thread Reply

  Triggers when a new reply is added to a message thread.

• Trigger
  New User

  Triggers when a new user joins the workspace. Polling; deduped by user id.

• Trigger
  New User (instant)

  Triggers when a new user joins the workspace (Slack event team_join).

• Action
  Add Bookmark

  Add a bookmark to a channel.

• Action
  Add Reaction

  Add an emoji reaction to a message.

• Action
  Add Star

  Save a message or file by starring it.

• Action
  Archive Channel

  Archive a channel.

• Action
  Complete Reminder

  Mark a reminder as complete.

• Action
  Create Canvas

  Create a standalone canvas document.

• Action
  Create Channel

  Create a new public or private channel.

• Action
  Create Channel Canvas

  Create a canvas attached to a channel.

• Action
  Create Reminder

  Create a reminder for a user at a specified time.

• Action
  Delete Canvas

  Delete a canvas.

• Action
  Delete File

  Delete a file from the workspace.

• Action
  Delete Message

  Delete a message from a channel by timestamp.

• Action
  Delete Reminder

  Delete a reminder.

• Action
  Delete Scheduled Message

  Cancel a scheduled message before it is sent.

• Action
  Edit Bookmark

  Edit an existing channel bookmark.

• Action
  Edit Canvas

  Edit the content of a canvas.

• Action
  Find Channel by Name

  List channels filtered to locate a channel by name (client filters the returned list).

• Action
  Find User by Email

  Look up a Slack user by their email address.

• Action
  Get Channel Messages

  Fetch the message history of a channel.

• Action
  Get File Info

  Get information about a file.

• Action
  Get Message Permalink

  Get a permanent link to a specific message.

• Action
  Get Message Reactions

  Get the emoji reactions on a message.

• Action
  Get Team Info

  Get information about the workspace.

• Action
  Get Thread Replies

  Get the replies in a message thread.

• Action
  Get User Info

  Get profile information for a Slack user by ID.

• Action
  Get User Presence

  Get a user's current presence status.

• Action
  Get User Profile

  Get a user's profile fields.

• Action
  Invite User to Channel

  Invite one or more users to a channel (comma-separated user IDs).

• Action
  Join Channel

  Join a public channel.

• Action
  Leave Channel

  Leave a channel.

• Action
  List Bookmarks

  List the bookmarks in a channel.

• Action
  List Channel Members

  List the members of a channel.

• Action
  List Channels

  List channels in the workspace (public and private).

• Action
  List Custom Emojis

  List the workspace's custom emojis.

• Action
  List Files

  List files in the workspace, optionally filtered by channel or user.

• Action
  List Pinned Items

  List the items pinned in a channel.

• Action
  List Scheduled Messages

  List messages scheduled to be sent later.

• Action
  List User Groups

  List the workspace's user groups.

• Action
  List Users

  List all users in the workspace.

• Action
  List User's Channels

  List the channels a user is a member of.

• Action
  Mark Channel Read

  Set the read cursor position in a channel.

• Action
  Pin Message

  Pin a message to a channel.

• Action
  Remove Bookmark

  Remove a bookmark from a channel.

• Action
  Remove Reaction

  Remove an emoji reaction from a message.

• Action
  Remove Star

  Remove a star from a message or file.

• Action
  Remove User from Channel

  Remove a member from a channel.

• Action
  Rename Channel

  Rename a channel.

• Action
  Schedule Message

  Schedule a message to be sent to a channel at a future Unix time.

• Action
  Search Files

  Search files across the workspace.

• Action
  Search Messages

  Search messages across the workspace.

• Action
  Send Direct Message

  Open a DM with a user and post a message to it.

• Action
  Send Ephemeral Message

  Send a message in a channel that is visible only to one user.

• Action
  Send Message

  Post a message to a channel, private group, or DM.

• Action
  Set Channel Purpose

  Set the purpose (description) for a channel.

• Action
  Set Channel Topic

  Set the topic for a channel.

• Action
  Set User Presence

  Set the authenticated user's presence status.

• Action
  Unarchive Channel

  Restore an archived channel.

• Action
  Unpin Message

  Remove a pinned message from a channel.

• Action
  Update Message

  Update an existing message in a channel by timestamp.

• Action
  Upload File

  Upload a file and share it to one or more channels.

• 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.

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