Integration

Connect Teamwork to PandaDoc

When something happens in Teamwork, your agent does the next thing in PandaDoc. Describe it in plain language and the automation is built, tested on every branch and kept running.

Teamwork6 triggersTeamwork22 actionsPandaDoc3 triggersPandaDoc19 actions

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What do you want Teamwork and PandaDoc 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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Everything your agent can do with Teamwork and PandaDoc

Triggers and actions 9 triggers · 41 actions

Trigger
New Company
Triggered when a new company is added.
Trigger
New Milestone
Triggered when a new milestone is added.
Trigger
New Person
Triggered when a new person is added.
Trigger
New Project
Triggered when a new project is added.
Trigger
New Task
Triggered when a new task is added.
Trigger
New Time Entry
Triggered when a new time entry is added.
Action
Add Company
Creates a new company.
Action
Add Message
Adds a message to the specified project.
Action
Add Milestone
Adds a new milestone to the specified project.
Action
Add Time Entry
Logs a time entry against the specified task.
Action
Complete Task
Marks a task as complete.
Action
Create Project
Adds a new project.
Action
Create Task
Adds a new task to the specified task list.
Action
Create Task List
Creates a new task list in the specified project.
Action
Delete Project
Deletes a project by ID.
Action
Delete Task
Deletes a task by ID.
Action
Get Project
Returns a single project by ID.
Action
Get Task
Returns a single task by ID.
Action
List Companies
Returns all companies on the site.
Action
List Milestones
Returns all milestones on the site.
Action
List People
Returns all people on the site.
Action
List Projects
Returns all projects on the Teamwork site.
Action
List Task Lists
Returns all task lists in the specified project.
Action
List Tasks
Returns all tasks across the site.
Action
List Tasks in Project
Returns all tasks in the specified project.
Action
List Time Entries
Returns time entries across the site.
Action
Update Project
Updates an existing project.
Action
Update Task
Updates an existing task.
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.

Each app on its own

The other way round: PandaDoc to Teamwork