Integration
Connect Amplifier and PandaDoc
When New Item fires in Amplifier, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Create Order in Amplifier. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Amplifier and PandaDoc to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Amplifier and PandaDoc can do together
From Amplifier to PandaDoc
When New Item in Amplifier
then Create contact in PandaDoc
When New Order Received in Amplifier
then Update contact in PandaDoc
From PandaDoc to Amplifier
When Document completed in PandaDoc
then Create Order in Amplifier
When Document updated in PandaDoc
then Create Order Source in Amplifier
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 Amplifier and PandaDoc
Triggers and actions 5 triggers · 33 actions
Trigger
New ItemTriggers when a new inventory item is created in Amplifier.
Trigger
New Order ReceivedTriggers when a new order is received in Amplifier.
Action
Create ItemCreates an inventory item (SKU) in Amplifier.
Action
Create OrderCreates a fulfillment order in Amplifier with a ship-to address and line items.
Action
Create Order SourceCreates an order source, the channel label you attach to orders.
Action
Create ReceiptCreates an inbound receipt telling Amplifier a supply delivery of boxes is on its way.
Action
Delete Order SourceDeletes an order source.
Action
Find ItemsSearches inventory items by SKU, name or free text and returns the matches.
Action
Get CampaignReturns one campaign by its ID, with its dates, reward limits and notification settings.
Action
Get Current InventoryReturns current inventory levels for every item in your Amplifier account.
Action
Get ItemReturns one inventory item by its Amplifier ID, including SKU, name, pricing and dimensions.
Action
Get OrderReturns one order by its Amplifier ID, including status, shipping details and line items.
Action
Get Order SourceReturns one order source by its ID, with its name and code.
Action
Get Shipments By Ship DateReturns the shipments that shipped on a given date.
Action
List CampaignsReturns the campaigns in the Amplifier account.
Action
Revoke Campaign OfferRevokes a campaign offer so it can no longer be redeemed.
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates an existing contact by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Amplifier
Amplifier to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Amplifier to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Amplifier to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Amplifier to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Amplifier to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Amplifier to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PandaDoc
HubSpot to PandaDocHubSpot is your all-in-one stop for all of your marketing software needs.
Mailchimp to PandaDocMailchimp marketing automation and email platform.
ActiveCampaign to PandaDocActiveCampaign is a marketing automation, email marketing, and CRM platform.
JIRA to PandaDocAtlassian JIRA Cloud — issue tracking and project management.
Intercom to PandaDocIntercom is a customer communications platform for support, engagement, and marketing.
JotForm to PandaDocJotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...
Questions
Amplifier and PandaDoc, answered
What can start an automation from Amplifier?
Any of Amplifier's 2 triggers in the catalog, including New Item and New Order Received. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Amplifier?
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 Amplifier?
Yes. When something happens in PandaDoc, your agent can act in Amplifier too. This page covers both directions: PandaDoc's triggers and Amplifier's actions are listed here as well.
Do I have to build a connector for Amplifier 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 Amplifier 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.