PandaDoc
Triggers
(3)Document Completed
Triggers when a document is completed.
Document State Changed
Triggers when a document status changes.
Document Updated
Triggers when a document is updated.
Actions
(8)Create Document from Template
Creates a document from a PandaDoc Template.
Create Attachment
Adds an attachment to a document.
Create or Update Contact
Creates a new or update an existing contact.
Find Document(s)
Finds documents based various filter.
Get Document Attachment
Retrieves details of a specific attachment from a document.
Get Document
Retrieves comprehensive document data.
Download Document
Downloads a document as PDF.
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from PandaDoc
Action
Create Module Record
in Coherence
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