Mark respondent status as completed when documents are signed

When an envelope is fully signed in PandaDoc, automatically update the matching respondent profile in Prima.Law to reflect completed compliance.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Prima.Law Explore Prima.Law →

Triggers

New form response

Fires when a form is submitted in Prima.Law.

Survey completed

Fires when a respondent finishes a survey in Prima.Law.

Response updated

Fires when an existing response is edited in Prima.Law.

Actions

Create or update form

Creates or updates a form or survey in Prima.Law.

Retrieve a response

Looks up a specific form response in Prima.Law.

Add a respondent

Adds a respondent or contact to a form in Prima.Law.

PandaDoc Explore PandaDoc →

Triggers

Envelope sent

Fires when a document is sent for signature in PandaDoc.

Envelope signed

Fires when all parties have signed a document in PandaDoc.

Envelope declined

Fires when a signer declines to sign in PandaDoc.

Envelope voided

Fires when a pending envelope in PandaDoc is voided.

Actions

Send envelope for signature

Sends a document out for signature via PandaDoc.

Void envelope

Voids a pending envelope in PandaDoc.

Get envelope status

Checks a document's signing status in PandaDoc.

Create template

Creates a reusable signing template in PandaDoc.

Send signature requests upon form completion When a user completes an intake or agreement form in Prima.Law, automatically generate and send an envelope for signature using PandaDoc. See details

Update survey records when a document signature is declined If a client declines to sign an envelope in PandaDoc, automatically update their survey record in Prima.Law so team members can address objections. See details

See all Prima.Law + PandaDoc integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Mark respondent status as completed when documents are signed” between Prima.Law and PandaDoc?

Yes — describe it in the box above and Knit's Integrations Agent researches Prima.Law and PandaDoc's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

How does connecting PandaDoc to Prima.Law speed up document collection?

When prospective clients or recruits complete an intake form in Prima.Law, you can automatically send them a personalized signature envelope through PandaDoc.

Can document signing events update my survey records?

Yes, once an envelope is completed, voided, or declined in PandaDoc, the corresponding respondent record in Prima.Law can be updated automatically.