Integration
Connect Assignar and PandaDoc
When New Activity fires in Assignar, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Update Contact in Assignar. 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 Assignar 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 Assignar and PandaDoc can do together
From Assignar to PandaDoc
When New Activity in Assignar
then Create contact in PandaDoc
From PandaDoc to Assignar
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 Assignar and PandaDoc
Triggers and actions 21 triggers · 53 actions
- New Activity
Triggers when a new activity is created.
- New Asset
Triggers when a new asset is created.
- New Charge Code
Triggers when a new charge code is created.
- New Client
Triggers when a new client is created.
- New Contact
Triggers when a new contact is created.
- New Digital Docket
Triggers when a new digital docket is submitted.
- New Order
Triggers when a new work order is created.
- New Order Task
Triggers when a task is added to a work order.
- New Project
Triggers when a new project is created.
- New Site Diary
Triggers when a new site diary is created.
- New Skill
Triggers when a new skill is created.
- New Supplier
Triggers when a new supplier is created.
- New Task
Triggers when a new task is created.
- New Timesheet
Triggers when a new timesheet is created.
- New User
Triggers when a new user is created.
- Updated Order
Triggers when a work order is created or changed.
- Updated Project
Triggers when a project is created or changed.
- Updated User
Triggers when a user is created or changed.
- Create User Competency
Gives a user an existing competency.
- Create User Induction
Records an induction for a user.
- Find Activity
Returns activities matching the values you give.
- Find Asset
Returns assets matching the values you give.
- Find Asset by Id
Returns one asset by its Assignar ID.
- Find Charge Code
Returns charge codes matching the values you give.
- Find Charge Items
Returns charge items matching the values you give.
- Find Client
Returns clients matching the values you give.
- Find Competency
Returns competencies matching the values you give.
- Find Contact
Returns contacts matching the values you give.
- Find Digital Docket
Returns one digital docket by its ID.
- Find Induction
Returns inductions matching the values you give.
- Find Order
Returns one work order by its ID.
- Find Order Charge Items
Returns the charge items on a work order.
- Find Order Tasks
Returns the tasks on a work order.
- Find Project
Returns projects matching the values you give.
- Find Relational Contact
Returns the contacts linked to a client.
- Find Supplier
Returns suppliers matching the values you give.
- Find Tag
Returns tags matching the values you give.
- Find Task
Returns tasks matching the values you give.
- Find Timesheet
Returns one timesheet with its full details.
- Find User
Returns users matching the values you give.
- Find User Competency
Returns a user's competencies.
- Find User Induction
Returns a user's inductions.
- Update Activity
Updates an activity.
- Update Charge Code
Updates a charge code.
- Update Client
Updates a client.
- Update Contact
Updates a contact.
- Update Order
Updates a work order.
- Update Project
Updates a project.
- Update Supplier
Updates a supplier.
- Update Task
Updates a task.
- Update User Competency
Updates a user's competency.
- Update User Induction
Updates a user's induction.
- 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
What our customers say
More from Assignar
Assignar to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Assignar to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Assignar to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Assignar to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Assignar to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Assignar to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PandaDoc
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
Assignar and PandaDoc, answered
What can start an automation from Assignar?
Any of Assignar's 18 triggers in the catalog, including New Activity, New Asset, New Charge Code and New Client. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Assignar?
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 Assignar?
Yes. When something happens in PandaDoc, your agent can act in Assignar too. This page covers both directions: PandaDoc's triggers and Assignar's actions are listed here as well.
Do I have to build a connector for Assignar 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 Assignar 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.