APIANT.aiPandaDoc
PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals faster with legally binding eSignatures.
What your agent can do with PandaDoc
Triggers and actions 3 triggers · 19 actions
- TriggerDocument completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
- TriggerDocument 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.
- TriggerDocument updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- ActionChange document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- ActionCreate contact
Creates a new contact.
- ActionCreate document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- ActionCreate document link
Generates a shareable session link for a recipient to view/sign a document.
- ActionDelete contact
Deletes a contact by ID.
- ActionDelete document
Deletes a document by ID.
- ActionDownload document PDF
Returns the document as a PDF file. Use watermark options as needed.
- ActionFind document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- ActionGet document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- ActionGet document entered data
Emits arrays of field and token names and values for the specified document.
- ActionGet document status
Returns the current status of a document by ID.
- ActionGet template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- ActionList contacts
Lists contacts in the workspace.
- ActionList documents
Lists documents, optionally filtered by status, template, folder, or search query.
- ActionList folders
Lists document folders.
- ActionList members
Lists workspace members (users).
- ActionList templates
Lists available document templates.
- ActionSend document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- ActionUpdate 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.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the PandaDoc API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.