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What do you want Snitcher and PandaDoc to do together?
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Connect Claude CodeEverything your agent can do with Snitcher and PandaDoc
Triggers and actions 5 triggers · 30 actions
Trigger
New OrganisationTriggered when a new company is identified visiting your website in the selected Snitcher workspace.
- Organisation Enters Segment
Triggered when a company first appears in the selected Snitcher segment.
- Create Custom Field
Creates a new custom field definition on organisations in a Snitcher workspace.
- Create Tag
Creates a new tag in a Snitcher workspace so it can be applied to organisations.
- Find Contacts
Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.
- Find Organisation
Looks up an organisation in a Snitcher workspace by company name and returns the first match.
- Get User Profile
Returns the name, email and id of the Snitcher user the connection belongs to.
- List Custom Fields
Returns all custom field definitions set up on organisations in a Snitcher workspace.
- List Segments
Returns all segments defined in a Snitcher workspace.
- List Sessions
Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.
- List Workspaces
Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.
- Reveal Contact Email
Uses a Snitcher email-reveal credit to return the email address of a known organisation contact.
- Search Organisations
Searches the organisations in a Snitcher workspace using advanced field filters.
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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