Integration
Connect Assembly.com and PandaDoc
When Client Created fires in Assembly.com, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Create Message Channel in Assembly.com. 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 Assembly.com and PandaDoc to do together?
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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)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 Assembly.com and PandaDoc can do together
From Assembly.com to PandaDoc
When Client Created in Assembly.com
then Create contact in PandaDoc
From PandaDoc to Assembly.com
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 Assembly.com and PandaDoc
Triggers and actions 58 triggers · 46 actions
- Client Activated
Triggers when a client authenticates in the Assembly for the first time
- Client Created
Triggers when a new client is created.
- Client Updated
High-frequency trigger for each client user update.
- Company Created
Triggers when a company gets created in the Assembly for the first time
- Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
- Contract Requested
Triggers when a contract is assigned to a client.
- Contract Signed
Triggers when a contract is signed.
- File Created
Triggers when a file gets created within a file channel
- File Updated
Triggers when a file has been updated within a file channel
- Folder Created
Triggers when a folder gets created within a file channel
- Folder Deleted
Triggers when a folder gets deleted within a file channel
- Folder Updated
Triggers when a folder gets updated within a file channel
- Form Response Completed
Triggers when a form response has been completed by a recipient
- Internal User Created
Triggers when a new internal user is created.
- Invoice Created
Triggers when an invoice is created
- Invoice Deleted
Triggers when an invoice is deleted
- Invoice Paid
Triggers when an invoice is paid
- Invoice Sent
Triggers when an invoice is sent
- Invoice Updated
Triggers when an invoice is updated
- Invoice Voided
Triggers when an invoice is voided
- Link Created
Triggers when a link gets created within a file channel
- Link Updated
Triggers when a link gets updated within a file channel
- List Clients
Lists the clients.
- List Companies
Lists the companies.
- List Form Responses
List Form Responses for a specific form
- List Invoice Templates
Lists the invoice templates.
- List Message Channels
Lists the message channels.
- List Messages
Lists messages in a channel
- List Notes
Lists notes in a workspace.
- List Payments
Lists the payments.
- List Prices
Lists the prices.
- List Products
Lists the products.
- List Subscriptions
Lists the subscriptions.
- List Subscription Templates
Lists the subscription templates.
- List Task Comments
Lists task comments in a workspace.
- List Tasks
Lists tasks in a workspace.
- List Task Templates
Lists task templates in a workspace.
- Message Channel Created
Triggers when a new message channel is created.
- Message Channel Deleted
Triggers when a message channel is deleted.
- Message Sent
Triggers when a message gets sent in any channels belonging to the portal
- Note Created
Triggers when a new note is created.
- Note Updated
Triggers when a note is updated.
- Notification Created
Triggers when a new notification is created.
- Payment Failed
Triggers when a payment is failed for an invoice
- Payment Succeeded
Triggers when a payment is successful for an invoice
- Price Created
Triggers when a price is created
- Product Created
Triggers when a product is created
- Product Updated
Triggers when a product is updated
- Subscription Canceled
Triggers when an subscription is canceled
- Subscription Created
Triggers when an subscription is created
- Task Archived
Triggers when a task gets archived in your workspace.
- Task Completed
Triggers when a task gets completed in your workspace.
- Task Created
Triggers when a task gets created in your workspace.
- Task Deleted
Triggers when a task gets deleted in your workspace.
- Task Updated
Triggers when a task gets updated in your workspace.
- Create Client
Creates a new client.
- Create Company
Creates a new company.
- Create File
Creates a file in a specified files channel.
- Create Folder
Creates a folder in a specified file channel.
- Create Link
Creates a link in a specified files channel.
- Create Message Channel
Creates a new message channel.
- Create Note
Creates a new note.
- Find a Client
Search for a client by ID, email, or company.
- Find a Company
Search for a company by ID or name.
- Find a File
Search for a file by ID.
- Find a Form
Search for a Form by ID.
- Find a Message Channel
Search for a message channel by ID or by filters
- Find an Internal User
Search for an internal user by ID.
- Find an Invoice
Search for an invoice by ID.
- Find a Note
Search for a note by ID or by filters
- Find a Price
Search for a Price by ID.
- Find a Product
Search for a Product by ID.
- Find a Subscription
Search for a Subscription by ID.
- Find a Task
Search for a task by ID or by filters
- Find a Task Comment
Search for a task comment by ID
- Find a Task Template
Search for a task template by ID or by filters
- Request Form Responses
Ask clients to fill out a form.
- Send Message
Create and send a message to a designated message channel.
- Update Client
Update a client
- Update Company
Update the name of a company
- Update Internal User
Update an internal user
- Update Note
Update the title and content of a note.
- Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates 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
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Questions
Assembly.com and PandaDoc, answered
What can start an automation from Assembly.com?
Any of Assembly.com's 55 triggers in the catalog, including Client Created, Client Updated, Company Created and Company Custom Fields Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Assembly.com?
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 Assembly.com?
Yes. When something happens in PandaDoc, your agent can act in Assembly.com too. This page covers both directions: PandaDoc's triggers and Assembly.com's actions are listed here as well.
Do I have to build a connector for Assembly.com 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 Assembly.com 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.