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Connect Stripe to PandaDoc

Use 11 documented Stripe triggers to run 18 documented PandaDoc actions.

11 source triggers
18 target actions
Reverse direction supported

Why Connect Stripe & PandaDoc?

Start with a Stripe event

Choose from 11 documented triggers, including New Custom Webhook Events, Canceled Subscription, New Abandoned Cart.

Run a PandaDoc action

Send the event into one of 18 documented actions, such as Create Document Attachment, Create Document From File, Create Document From Template.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Stripe

Triggers (11)

New Custom Webhook Events

Emit new event on each webhook event

webhook
Canceled Subscription

Emit new event for each new canceled subscription

polling
New Abandoned Cart

Emit new event when a customer abandons their cart.

polling
New Customer

Emit new event for each new customer

polling
New Dispute

Emit new event for each new dispute

polling
New Failed Invoice Payment

Emit new event for each new failed invoice payment

polling
New Failed Payment

Emit new event for each new failed payment

polling
New Invoice

Emit new event for each new invoice

polling
New Payment

Emit new event for each new payment

polling
New Subscription

Emit new event for each new subscription

polling
Subscription Updated

Emit new event on a new subscription is updated

polling

Actions (24)

Cancel A Payment Intent

Cancel a PaymentIntent. See the documentation.

Cancel Or Reverse A Payout

Cancel a pending payout or reverse a paid payout. See the documentation here and here

Cancel Subscription

Cancel a subscription. See the documentation

Capture a Payment Intent

Capture the funds of an existing uncaptured payment intent. See the documentation.

Confirm A Payment Intent

Confirm that your customer intends to pay with current or provided payment method. See the documentation.

Create a Customer

Create a customer. See the documentation.

Create a Payment Intent

Create a payment intent. See the documentation.

Create a Payout

Create a payout. See the documentation.

Create A Refund

Create a refund. See the documentation.

Create a Usage Record

With metered billing, you charge your customers based on their consumption of your service during the billing cycle, instead of explicitly setting quantities. Use this action to create a usage record for metered billing. See the docs for more information

Create Billing Meter

Creates a billing meter. See the documentation.

Create Invoice

Create an invoice. See the documentation.

Create Invoice Line Item

Add a line item to an invoice. See the documentation.

Create Price

Creates a new price for an existing product. The price can be recurring or one-time. See the documentation

Create Product

Creates a new product object in Stripe. See the documentation.

Create Subscription

Create a subscription. See the documentation.

Delete a Customer

Delete a customer. See the documentation.

Delete Invoice Line Item

Delete a line item from an invoice. See the documentation.

Delete Or Void Invoice

Delete a draft invoice, or void a non-draft or subscription invoice. See the documentation.

Finalize Draft Invoice

Finalize a draft invoice. See the documentation.

List Balance History

List all balance transactions. By default returns an array of transaction objects (auto-paginated up to Limit). Set Return Pagination Info to true to instead receive { data, has_more, next_starting_after } for a single Stripe page (max 100 per call) — pass next_starting_after as Starting After on the next call to iterate. See the documentation.

List Customers

Find or list customers. By default returns an array of customer objects (auto-paginated up to Limit). Set Return Pagination Info to true to instead receive { data, has_more, next_starting_after } for a single Stripe page (max 100 per call) — pass next_starting_after as Starting After on the next call to iterate. See the documentation.

List Invoices

Find or list invoices. By default returns an array of invoice objects (auto-paginated up to Limit). Set Return Pagination Info to true to instead receive { data, has_more, next_starting_after } for a single Stripe page (max 100 per call) — pass next_starting_after as Starting After on the next call to iterate. See the documentation.

List Payment Intents

Retrieves a list of payment intents that were previously created. By default returns an array of payment intent objects (auto-paginated up to Limit). Set Return Pagination Info to true to instead receive { data, has_more, next_starting_after } for a single Stripe page (max 100 per call) — pass next_starting_after as Starting After on the next call to iterate. See the documentation.

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PandaDoc

Triggers (5)

Document Creation Failed (Instant)

Emit new event when a document failed to be created. See the documentation here

webhook
Document Deleted (Instant)

Emit new event when a document is deleted. See the documentation here

webhook
Document State Changed (Instant)

Emit new event when a document's state is changed. See the documentation here

webhook
Document Updated (Instant)

Emit new event when a document is updated. See the documentation here

webhook
Recipient Completed (Instant)

Emit new event when a recipient completes a document. See the documentation here

webhook

Actions (18)

Create Document Attachment

Adds an attachment to a document. See the documentation here

Create Document From File

Create a document from a file or public file URL. See the documentation here

Create Document From Template

Create a Document from a PandaDoc Template. See the documentation here

Create Folder

Create a new folder to store your documents. See the documentation here

Create or Update Contact

This method adds or updates a contact using the email as index. See the documentation here

Download Document

Download a document as PDF. See documentation here

Download Protected Document

Download a completed document as a verifiable PDF. See documentation here

Get Document Details

Return detailed data about a document. See the documentation here

Get Document Status

Get basic status info about a document. See documentation here

List Completed Document Id Options

Retrieves available options for the Completed Document Id field.

List Contacts

List all contacts within an account. See the documentation here

List Document Attachments

Returns a list of attachments associated with a specified document. See the documentation here

List Document Folder Id Options

Retrieves available options for the Document Folder Id field.

List Document Id Options

Retrieves available options for the Document Id field.

List Documents

List documents, optionally filtering by a search query or tags. See the documentation here

List Folders

List folders which contain Documents. See the documentation here

List Template Id Options

Retrieves available options for the Template Id field.

Send Document

Move a document to sent status and send an optional email. See the documentation

Integration Features

11 documented Stripe triggers
18 documented PandaDoc actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported PandaDoc to Stripe direction

Capability Examples

Stripe trigger → PandaDoc action

Catalog example
StripeStripe

New Custom Webhook Events

PandaDocPandaDoc

Create Document Attachment

PandaDoc trigger → Stripe action

Reverse direction
PandaDocPandaDoc

Document Creation Failed (Instant)

StripeStripe

Cancel A Payment Intent

How It Works

1

Connect Apps

Authenticate your Stripe and PandaDoc accounts

2

Choose a Trigger

Select a documented Stripe event

3

Choose an Action

Select the documented PandaDoc operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 11 documented Stripe triggers.

Automated Actions

Run one of 18 documented PandaDoc actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect PandaDoc to Stripe for bidirectional automation

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All Stripe Integrations

Explore all available Stripe connections

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All PandaDoc Integrations

Explore all available PandaDoc connections

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