--- title: "Connect 2Chat and PandaDoc - APIANT.ai" description: "When \"Incoming Call Completed\" fires in 2Chat, your agent runs \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/2chat-to-pandadoc" --- # Connect 2Chat and PandaDoc When **Incoming Call Completed** fires in [2Chat](https://apiant.ai/connections/2chat), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Create Contact** in 2Chat. Describe the whole flow and it is built, tested on every scenario and kept running. 2Chat **13** triggers 2Chat **1** action PandaDoc **3** triggers PandaDoc **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want 2Chat and PandaDoc to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What 2Chat and PandaDoc can do together ### From 2Chat to PandaDoc - When **Incoming Call Completed** in 2Chat then **Create contact** in PandaDoc - When **New WhatsApp Conversation** in 2Chat then **Update contact** in PandaDoc ### From PandaDoc to 2Chat - When **Document completed** in PandaDoc then **Create Contact** in 2Chat Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with 2Chat and PandaDoc ## Triggers and actions 16 triggers · 20 actions - Trigger **Call Status Update** Triggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc. - Trigger **Incoming Call Completed** Triggers when an incoming phone call is completed (answered or missed). - Trigger **New WhatsApp Conversation** Triggers when a new WhatsApp conversation is started on your 2Chat connected number. - Trigger **New WhatsApp Message** Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers. - Trigger **Outgoing Call Completed** Triggers when an outgoing phone call is completed (answered or canceled). - Trigger **Participant Joined a WhatsApp Group** Triggers when someone joins a WhatsApp Group - Trigger **Participant Left a WhatsApp Group** Triggers when someone leaves a WhatsApp Group - Trigger **Participant Was Removed From a WhatsApp Group** Triggers when someone is removed from a WhatsApp Group - Trigger **WhatsApp Audio Message Transcribed** Triggers when a new WhatsApp audio message is transcribed to text. - Trigger **WhatsApp Call Made** Triggers when a new WhatsApp call is made from your connected number. - Trigger **WhatsApp Call Received** Triggers when a new WhatsApp call is received on your connected number. - Trigger **WhatsApp Group Message Received** Triggers when a new WhatsApp Group Message is received - Trigger **WhatsApp Order Received** Triggers when a WhatsApp Order is received on your 2Chat connected number. - Action **Create Contact** Creates a Contact in 2Chat - 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. ## Each app on its own - [ **2Chat** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connections/2chat) - [ **PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connections/pandadoc) Reviews ## What our customers say ## More from 2Chat - [ **2Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/2chat-to-hubspot) - [ **2Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/2chat-to-salesforce) - [ **2Chat to GatewayAPI SMS** GatewayAPI SMS is an API service providing out- and ingoing SMS message services at competitive prices.](https://apiant.ai/connect/2chat-to-gatewayapi-sms) - [ **2Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/2chat-to-slack) - [ **2Chat to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/2chat-to-google-sheets) - [ **2Chat to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/2chat-to-gmail) ## More into PandaDoc - [ **HubSpot to PandaDoc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pandadoc) - [ **Mailchimp to PandaDoc** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pandadoc) - [ **ActiveCampaign to PandaDoc** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-pandadoc) - [ **JIRA to PandaDoc** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-pandadoc) - [ **Intercom to PandaDoc** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-pandadoc) - [ **JotForm to PandaDoc** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/jotform-to-pandadoc) Questions ## 2Chat and PandaDoc, answered ### ### What can start an automation from 2Chat? Any of 2Chat's 13 triggers in the catalog, including Incoming Call Completed, New WhatsApp Conversation, New WhatsApp Message and Outgoing Call Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in 2Chat? Any of PandaDoc's 19 actions, including Create contact, Create document from template, Create document link and Send document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PandaDoc to 2Chat? Yes. When something happens in PandaDoc, your agent can act in 2Chat too. This page covers both directions: PandaDoc's triggers and 2Chat's actions are listed here as well. ### ### Do I have to build a connector for 2Chat or PandaDoc? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use 2Chat and PandaDoc without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.