Circle PandaDoc

Circle + PandaDoc Integrations, Built by an AI Agent

Put Circle + PandaDoc to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Circle and PandaDoc below — describe the exact one you want above and the Agent builds it on demand.

Circle + PandaDoc When document status changes in PandaDoc, notify community members in Circle. See details
Broadcast signed agreements to project channels When a client signs a document in PandaDoc, automatically send a channel message in Circle so the team knows the deal is official. See details
Send shared channel files out for digital signature When a final contract file is shared in Circle, automatically send that document out for signature using PandaDoc. See details
Alert deal owners via direct message when envelopes are declined When a recipient declines to sign an agreement in PandaDoc, automatically send a direct message in Circle to the account owner to address concerns immediately. See details

Browse the full workflow library →

Looking to achieve something else with Circle and PandaDoc?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Circle and PandaDoc

Everything Circle and PandaDoc can do inside a workflow — the triggers that start one and the actions that run when it fires.

Circle Explore Circle →

Circle is a community platform for creators and brands that provides member discussions, events, course hosting, and client tracking.

Triggers
Member Removed

Triggers when a member is removed from the community.

Content Approved

Triggers when a flagged content is approved

Content Rejected

Triggers when a flagged content is rejected

New Access Group

Triggers when an access group is created.

New Space Created

Triggers when a new space is created.

New Comment Posted

Triggers when a new comment is posted.

Actions
Add Member to Access Group

Add a member to an access group.

Add Member to Space Group

Add a new member to a space group and all its spaces.

Add Member to Space

Add a member to a space.

Create Comment

Create a new comment.

Create Contact

Creates a new contact in your community

Create Course Lesson

Creates a new lesson in a course.

PandaDoc Explore PandaDoc →

PandaDoc is a document automation application that allows teams to create, deliver, track, and e-sign custom business proposals and contracts.

Triggers
Document Completed

Triggers when a document is completed.

Document Status Changed

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

Document Paid

Triggers when a document is paid.

Document Sent

Triggers when a document is sent.

Actions
Create Attachment

Create an attachment for a document.

Create Contact [Deprecated]

Create a new contact in PandaDoc.

Create Document

Create a document from a template.

Create or Update Contact

Create a new contact or update an existing one.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Circle + PandaDoc

Is there a pre-built Circle + PandaDoc automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Circle and PandaDoc's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Circle or PandaDoc connector?

No. The Agent works whether or not Circle or PandaDoc already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can our team receive instant updates when a customer signs an agreement?

Yes, whenever a document is signed in PandaDoc, a notification can be posted automatically to your designated chat channel in Circle.

Can we request signatures when files are shared in internal chat channels?

Yes, sharing a final document in Circle can automatically launch an envelope in PandaDoc to gather required signatures.

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