PandaDoc Integration

Three ways to use PandaDoc

Ask your specialist

Pull data, take actions, or answer questions with this integration, right in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with PandaDoc.

Add Member to Workspace

Add an existing user to a workspace with a specified role. Requires Organization Admin or Workspace Admin API key.

Tool

Add Recipient (CC)

Add a CC recipient to a document by contact details.

Tool

Append Content Library Item to Document

Append a content library item to an existing draft document, adding its content blocks.

Tool

Change Document Status

Manually change a document's status to completed, paid, voided, or declined.

Tool

Change Document Status with Upload

Manually change a document's status while attaching evidence (e.g., a signed PDF) as proof of the status change.

Tool

Create API Key

Generate a new API key (Sandbox or Production) for a workspace. Requires Organization Admin API key.

Tool

Supported triggers

Start a workflow when something happens in PandaDoc.

Document Sent in PandaDoc

Triggers when a document transitions to sent status

Trigger

Document Viewed in PandaDoc

Triggers when a document transitions to viewed status

Trigger

Document Completed in PandaDoc

Triggers when a document transitions to completed status (all signers signed)

Trigger

Document Paid in PandaDoc

Triggers when a document transitions to paid status

Trigger

Document Declined in PandaDoc

Triggers when a document transitions to declined status

Trigger

Document Status Changed in PandaDoc

Triggers when a document reaches a configured status. Use the pre-baked Document Sent/Viewed/Completed/Paid/Declined triggers when you only need one specific status — this trigger is for cases where you want to react to multiple status transitions in one workflow.

Trigger