Integration
Connect Basecamp 3 and PandaDoc
When New Project fires in Basecamp 3, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Get project in Basecamp 3. 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 Basecamp 3 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)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 Basecamp 3 and PandaDoc can do together
From Basecamp 3 to PandaDoc
When New Project in Basecamp 3
then Create contact in PandaDoc
When New To-do in Basecamp 3
then Update contact in PandaDoc
From PandaDoc to Basecamp 3
When Document completed in PandaDoc
then Get project in Basecamp 3
When Document updated in PandaDoc
then List projects in Basecamp 3
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 Basecamp 3 and PandaDoc
Triggers and actions 6 triggers · 24 actions
Trigger
New ProjectPolling trigger that fires when a new project is created in the Basecamp account.
Trigger
New To-doInstant (webhook) trigger that fires when a new to-do is created in the selected Basecamp project. Basecamp POSTs a webhook event payload; the kind is filtered to todo_created and the recording (the to-do) is surfaced.
Trigger
New To-do in any projectInstant (webhook) trigger that fires when a new to-do is created in any Basecamp project. Basecamp POSTs a webhook event payload; the kind is filtered to todo_created and the recording (the to-do) is surfaced.
Action
Create WebhookCreates a webhook subscription in a Basecamp project (bucket), delivering events to a payload URL. Returns the webhook id and details.
Action
Delete WebhookDeletes a registered webhook from a Basecamp project (bucket). Returns the deleted webhook id.
Action
Get projectRetrieves a single Basecamp project by its ID, including its tools (dock) and people summary.
Action
List peopleLists every person visible to the connected user on the Basecamp account.
Action
List projectsLists the projects visible to the connected user, most recently created first, optionally filtered by status.
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 Basecamp 3
Basecamp 3 to FreeAgentFreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...
Basecamp 3 to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Basecamp 3 to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Basecamp 3 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Basecamp 3 to Google SheetsGoogle Sheets
Basecamp 3 to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
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
Basecamp 3 and PandaDoc, answered
What can start an automation from Basecamp 3?
Any of Basecamp 3's 3 triggers in the catalog, including New Project, New To-do and New To-do in any project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Basecamp 3?
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 Basecamp 3?
Yes. When something happens in PandaDoc, your agent can act in Basecamp 3 too. This page covers both directions: PandaDoc's triggers and Basecamp 3's actions are listed here as well.
Do I have to build a connector for Basecamp 3 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 Basecamp 3 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.