Connect Frihet and PandaDoc

Both apps 60Frihet 38PandaDoc 22

• Trigger
  New Expense

  Fires when a new expense is created. Backed by vendor webhook registration.

• Action
  Add Client

  Create a client.

• Action
  Add Deposit

  Create a deposit.

• Action
  Add Expense

  Create an expense.

• Action
  Add Invoice

  Create an invoice.

• Action
  Add Product

  Create a product.

• Action
  Add Quote

  Create a quote.

• Action
  Add Vendor

  Create a vendor.

• Action
  Apply deposit to invoice

  Apply a deposit balance to an invoice.

• Action
  Delete Client

  Delete a client.

• Action
  Delete Expense

  Delete an expense.

• Action
  Delete Invoice

  Delete an invoice.

• Action
  Delete Product

  Delete a product.

• Action
  Delete Quote

  Delete a quote.

• Action
  Delete Vendor

  Delete a vendor.

• Action
  Get Client

  Retrieve a client by id.

• Action
  Get Deposit

  Retrieve a deposit by id.

• Action
  Get Expense

  Retrieve an expense by id.

• Action
  Get Invoice

  Retrieve an invoice by id.

• Action
  Get Product

  Retrieve a product by id.

• Action
  Get Quote

  Retrieve a quote by id.

• Action
  Get Vendor

  Retrieve a vendor by id.

• Action
  List Clients

  List clients.

• Action
  List Deposits

  List deposits.

• Action
  List Expenses

  List expenses.

• Action
  List Invoices

  List invoices.

• Action
  List Products

  List products.

• Action
  List Quotes

  List quotes.

• Action
  List Vendors

  List vendors.

• Action
  Mark invoice as paid

  Mark an invoice as paid.

• Action
  Send Invoice

  Send invoice by email to the client.

• Action
  Send Quote

  Send quote by email to the client.

• Action
  Update Client

  Partial update a client.

• Action
  Update Expense

  Partial update an expense.

• Action
  Update Invoice

  Partial update an invoice.

• Action
  Update Product

  Partial update a product.

• Action
  Update Quote

  Partial update a quote.

• Action
  Update Vendor

  Partial update a vendor.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.