Auto-send QuickBooks invoices when PandaDoc contracts are signed

Build me an agent workflow that auto-generates a QuickBooks Online invoice the moment a PandaDoc contract is signed, and pings my AR team in Slack with a recap.

Trigger: a PandaDoc outgoing webhook for document_state_changed where the new status is document.completed (i.e. all signers have signed). Use the document ID from the webhook payload as the seed for the rest of the run. Ignore any other state transitions.

Steps the agent should follow:

1. Call PandaDoc Get Document Details for the document ID in the webhook. From the response, extract the primary recipient (name, email, company), the pricing-table line items (name, description, quantity, price, totals), the document totals and currency, and any payment-terms metadata or tokens on the document.

2. Find or create the customer in QuickBooks. Use Query Entities with a SQL-like query against Customer, matching first on CompanyName, then on PrimaryEmailAddr if no company match. If there is no match, call Create Customer with the contact details from PandaDoc (display name, company, email, billing address if present).

3. Map each PandaDoc pricing-table line to a QuickBooks Item. For each line, first run Query Entities on Item with an exact Name match. If there is no exact match, try a fuzzy match against the closest Item name and record the line as "heuristically mapped" so it shows up in the Slack recap. Do not silently invent items.

4. Call Create Invoice in QuickBooks with the mapped line items, the customer ID from step 2, the document currency, and a due date derived from the contract's payment terms (default to Net 30 if nothing is specified). Then call Send Invoice Email so QuickBooks emails the invoice to the customer at the recipient address from PandaDoc.

5. Finally, use Slack Send a Message to post to a channel I will pick (default #finance-ar) summarizing: customer name, invoice number and URL, total amount and currency, due date, the source PandaDoc document name and link, and a clearly called-out list of any line items that required heuristic mapping so AR can spot-check them.

Use the agent workflow type because line-item-to-item mapping needs reasoning, the agent should surface its uncertainty in the Slack recap, and customer lookup has multiple fallback paths. Do not silently guess. When in doubt, flag it.

Integrations to wire up: PandaDoc (trigger plus Get Document Details), QuickBooks Online (Query Entities, Create Customer, Create Invoice, Send Invoice Email), Slack (Send a Message).