--- title: "Connect Bitly and PandaDoc - APIANT.ai" description: "When \"New Bitlink in Group\" fires in Bitly, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Update a User\" in Bitly." canonical: "https://apiant.ai/connect/bitly-to-pandadoc" --- # Connect Bitly and PandaDoc When **New Bitlink in Group** fires in [Bitly](https://apiant.ai/connections/bitly), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Update a User** in Bitly. Describe the whole flow and it is built, tested on every scenario and kept running. Bitly **8** triggers Bitly **25** actions 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 Bitly 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) Connecting PandaDoc and Bitly gives your sales team short, trackable links for the proposals and quotes you send. When a document is completed or its status changes in PandaDoc, Bitly can produce a branded link, tag it, or record it; when links and tags appear in Bitly, PandaDoc can look up or start the matching document. Example flows ## What Bitly and PandaDoc can do together ### From Bitly to PandaDoc - When **New Bitlink in Group** in Bitly then **Create contact** in PandaDoc - When **New Tag in Group** in Bitly then **Update contact** in PandaDoc ### From PandaDoc to Bitly - When **Document completed** in PandaDoc then **Update a User** in Bitly - When **Document updated** in PandaDoc then **Add Custom Bitlink** in Bitly 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 Bitly and PandaDoc ## Triggers and actions 11 triggers · 44 actions - Trigger **New Bitlink in Group** Triggers when a new Bitlink appears in the group. - Trigger **New Branded Short Domain** Triggers when a new branded short domain is added. - Trigger **New Channel** Triggers when a new channel is created. - Trigger **New Group** Triggers when a new group is created. - Trigger **New Organization** Triggers when a new organization is created. - Trigger **New QR Code in Group** Triggers when a new QR code appears in the group. - Trigger **New Sorted Bitlink in Group** Triggers when a new Bitlink appears in the group's sorted ranking. - Trigger **New Tag in Group** Triggers when a new tag appears in the group. - Action **Add Custom Bitlink** create a custom (branded) Bitlink - Action **Bulk update bitlinks** bulk update Bitlinks in a group - Action **Create an inline CSV export for a group** create an inline CSV export for a group - Action **Create Bitlink** Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain. - Action **Delete a Bitlink** delete a Bitlink - Action **Expand Bitlink** Returns the long destination URL for a Bitlink ID. - Action **Generate a static QR Code image** generate a static QR code image - Action **Get Group Limit Usage** Returns a Bitly group's current feature limit usage, with the count used for each limit. - Action **Get Plan Limits** Returns all plan limits and their current usage counts for a Bitly organization. - Action **Get Platform Limits** Returns the organization's platform limits and current usage counts per API endpoint. - Action **Get QR Code Image** Fetches a QR code's rendered image by QR code ID. The image is saved to APIANT temporary storage and returned as a file reference, so it can be emailed, uploaded or attached in a later step. An error occurs if the QR code is not found. - Action **Get Top Links and QR Codes by Engagement** Returns a group's top-performing bitlinks and decoupled QR codes ranked by engagement count over a chosen reporting window. - Action **Retrieve Bitlink** Fetches the details of a single Bitlink by its ID. - Action **Retrieve Custom Bitlink** Returns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details — destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found. - Action **Retrieve Group** Fetches a single Bitly group (workspace) by its GUID, returning the group's name, organization, role, status, and branded short domains. An error occurs if the group is not found. - Action **Retrieve Group Preferences** Fetches the preferences for a single Bitly group (workspace) by its GUID, returning the group's default short domain. An error occurs if the group is not found. - Action **Retrieve Organization** Fetches a single Bitly organization by its GUID, returning the organization's name, subscription tier, role, status, and branded short domains. An error occurs if the organization is not found. - Action **Retrieve QR Code** Returns the details of a single QR code by its ID — title, the Bitlink and destination URLs it encodes, its type, tags, and created/updated timestamps. This returns the QR code's information only, not the scannable image file; use Get QR Code Image for that. An error occurs if the QR code is not found. - Action **Retrieve User** Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group. - Action **Shorten a Link** shorten a long URL into a Bitlink - Action **Update a Group** update a group - Action **Update a QR Code** update a QR code - Action **Update a User** update the authenticated user - Action **Update Bitlink** Updates a Bitlink's title, tags, or archived state. - Action **Update Group Preferences** update group preferences - 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 - [ **Bitly** Bitly is a link-management platform for shortening, branding, and tracking URLs.](https://apiant.ai/connections/bitly) - [ **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 Bitly - [ **Bitly to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bitly-to-hubspot) - [ **Bitly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bitly-to-salesforce) - [ **Bitly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/bitly-to-mailchimp) - [ **Bitly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/bitly-to-stripe) - [ **Bitly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/bitly-to-shopify) - [ **Bitly to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/bitly-to-quickbooks-online) ## 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 ## Bitly and PandaDoc, answered ### ### Can the shortened link point at the actual PandaDoc document? Yes. PandaDoc can create a shareable session link for a named recipient, and that link is what gets handed to Bitly's Create Bitlink or Add Custom Bitlink action. ### ### What happens before it runs on live documents? The agent builds the connection and tests every scenario with your own PandaDoc templates and Bitly group before it is switched on. After that it keeps running and you can adjust conditions, such as which template counts. ### ### What can start an automation from Bitly? Any of Bitly's 8 triggers in the catalog, including New Bitlink in Group, New Tag in Group, New Branded Short Domain and New Channel. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Bitly? Any of PandaDoc's 19 actions, including Create document from template, Find document by name, Get document details and Create contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PandaDoc to Bitly? Yes. When something happens in PandaDoc, your agent can act in Bitly too. This page covers both directions: PandaDoc's triggers and Bitly's actions are listed here as well. ### ### Do I have to build a connector for Bitly 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 Bitly 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.