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What do you want Slack and PandaDoc to do together?
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Connect Claude CodeEverything your agent can do with Slack and PandaDoc
Triggers and actions 20 triggers · 79 actions
Trigger
New ChannelTriggers when a new channel is created in the workspace.
- New Channel (instant)
Triggers when a new channel is created. Events API event: channel_created.
- New Channel Member
Triggers when a member joins a chosen channel. Events API event: member_joined_channel.
- New File
Duplicate of "New File (instant)" (webhook_demux, same file_created event). Hidden from catalog 2026-07-23.
- New File (instant)
Triggers when a new file is uploaded to the workspace. Events API event: file_created.
- New Mention
Duplicate of "New Mention (instant)" (webhook_demux, same app_mention event). Hidden from catalog 2026-07-23.
- New Mention (instant)
Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
- New Message Posted to Channel
Triggers when a message is posted to a chosen channel. Events API event: message.channels.
- New Message Posted to Private Channel
Triggers when a message is posted to a chosen private channel or group DM. Events API events: message.groups, message.mpim.
- New Pinned Item
Triggers when an item is pinned in a channel.
- New Public Message Posted Anywhere
Triggers when a message is posted to any public channel. Events API event: message.channels.
- New Reaction Added
Triggers when an emoji reaction is added to a message. Events API event: reaction_added.
- New Saved Message
Triggers when a message or file is saved (starred). Events API event: star_added.
- New Team Custom Emoji
Triggers when a custom emoji is added to the workspace. Events API event: emoji_changed.
- New Thread Reply
Triggers when a new reply is added to a message thread.
- New User
Triggers when a new user joins the workspace. Polling; deduped by user id.
- New User (instant)
Triggers when a new user joins the workspace. Events API event: team_join.
- Add Bookmark
Add a bookmark to a channel.
- Add Reaction
Add an emoji reaction to a message.
- Add Star
Save a message or file by starring it.
- Archive Channel
Archive a channel.
- Complete Reminder
Mark a reminder as complete.
- Create Canvas
Create a standalone canvas document.
- Create Channel
Create a new public or private channel.
- Create Channel Canvas
Create a canvas attached to a channel.
- Create Reminder
Create a reminder for a user at a specified time.
- Delete Canvas
Delete a canvas.
- Delete File
Delete a file from the workspace.
- Delete Message
Delete a message from a channel by timestamp.
- Delete Reminder
Delete a reminder.
- Delete Scheduled Message
Cancel a scheduled message before it is sent.
- Edit Bookmark
Edit an existing channel bookmark.
- Edit Canvas
Edit the content of a canvas.
- Find Channel by Name
List channels filtered to locate a channel by name (client filters the returned list).
- Find User by Email
Look up a Slack user by their email address.
- Get Channel Messages
Fetch the message history of a channel.
- Get File Info
Get information about a file.
- Get Message Permalink
Get a permanent link to a specific message.
- Get Message Reactions
Get the emoji reactions on a message.
- Get Team Info
Get information about the workspace.
- Get Thread Replies
Get the replies in a message thread.
- Get User Info
Get profile information for a Slack user by ID.
- Get User Presence
Get a user's current presence status.
- Get User Profile
Get a user's profile fields.
- Invite User to Channel
Invite one or more users to a channel (comma-separated user IDs).
- Join Channel
Join a public channel.
- Leave Channel
Leave a channel.
- List Bookmarks
List the bookmarks in a channel.
- List Channel Members
List the members of a channel.
- List Channels
List channels in the workspace (public and private).
- List Custom Emojis
List the workspace's custom emojis.
- List Files
List files in the workspace, optionally filtered by channel or user.
- List Pinned Items
List the items pinned in a channel.
- List Scheduled Messages
List messages scheduled to be sent later.
- List User Groups
List the workspace's user groups.
- List Users
List all users in the workspace.
- List User's Channels
List the channels a user is a member of.
- Mark Channel Read
Set the read cursor position in a channel.
- Pin Message
Pin a message to a channel.
- Remove Bookmark
Remove a bookmark from a channel.
- Remove Reaction
Remove an emoji reaction from a message.
- Remove Star
Remove a star from a message or file.
- Remove User from Channel
Remove a member from a channel.
- Rename Channel
Rename a channel.
- Schedule Message
Schedule a message to be sent to a channel at a future Unix time.
- Search Files
Search files across the workspace.
- Search Messages
Search messages across the workspace.
- Send Direct Message
Open a DM with a user and post a message to it.
- Send Ephemeral Message
Send a message in a channel that is visible only to one user.
- Send Message
Post a message to a channel, private group, or DM.
- Set Channel Purpose
Set the purpose (description) for a channel.
- Set Channel Topic
Set the topic for a channel.
- Set User Presence
Set the authenticated user's presence status.
- Unarchive Channel
Restore an archived channel.
- Unpin Message
Remove a pinned message from a channel.
- Update Message
Update an existing message in a channel by timestamp.
- Upload File
Upload a file and share it to one or more channels.
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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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