Connect Knack and PandaDoc

Both apps 34Knack 12PandaDoc 22

• Trigger
  New View Record

  Fires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record.

• Action
  Create Record

  Add a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1).

• Action
  Create View Record

  create a record through a view, including inserting a connected record (view-based)

• Action
  Delete Record

  Delete a record from a Knack object by ID.

• Action
  Delete View Record

  delete a record through a view (view-based)

• Action
  Get Record

  Retrieve a single record by ID from a Knack object.

• Action
  Get View Record

  Retrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record.

• Action
  List Records

  Retrieve records from a Knack object, with optional paging and filters.

• Action
  List View Records

  retrieve records through a view (view-based, applies view permissions/filters)

• Action
  Update Record

  Update an existing record in a Knack object by ID.

• Action
  Update View Record

  update a record through a view (view-based)

• Action
  Upload File or Image

  upload a file or image asset to associate with a record field

• 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.