Integration
Connect Buddy Punch and PandaDoc
When Employee Created fires in Buddy Punch, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Create Department Code in Buddy Punch. 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 Buddy Punch 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 Buddy Punch and PandaDoc can do together
From Buddy Punch to PandaDoc
When Employee Created in Buddy Punch
then Create contact in PandaDoc
When Employee Updated in Buddy Punch
then Update contact in PandaDoc
From PandaDoc to Buddy Punch
When Document completed in PandaDoc
then Create Department Code in Buddy Punch
When Document updated in PandaDoc
then Create Employee in Buddy Punch
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 Buddy Punch and PandaDoc
Triggers and actions 7 triggers · 34 actions
Trigger
Employee CreatedTriggers when a new employee is added to your Buddy Punch account.
Trigger
Employee Punched InTriggers when an employee punches in, returning the punch with the employee, punch-in time, approval status and hours. Watches the current pay period's time cards.
Trigger
Employee UpdatedTriggers when an employee in your Buddy Punch account is added or any of their details change.
Trigger
Punch in ChangedTriggers when an employee's punch-in in the current pay period is recorded or changed (time, approval status or notes).
Action
Assign Employee to Department CodeAssigns one or more employees to a Buddy Punch department code.
Action
Assign Employee to LocationAssigns one or more employees to a Buddy Punch location and returns the location.
Action
Create Department CodeCreates a new department code in Buddy Punch.
Action
Create EmployeeCreates a new employee in your Buddy Punch account.
Action
Create LocationCreates a new location in your Buddy Punch account.
Action
Create PositionCreates a new position in your Buddy Punch account.
Action
Find EmployeeFinds employees in your Buddy Punch account whose email, username, employee ID or full name matches the value you search for.
Action
Get Department CodeReturns the details of a specific department code in your Buddy Punch account.
Action
Get LocationReturns the details of a specific Buddy Punch location.
Action
Get PositionReturns a single Buddy Punch position by its ID.
Action
List Department Code EmployeesReturns the employees assigned to a Buddy Punch department code.
Action
List Location EmployeesReturns the employees assigned to a Buddy Punch location.
Action
Punch InPunches an employee in on Buddy Punch, either the connected user or a chosen employee.
Action
Punch OutPunches an employee out in Buddy Punch. Defaults to the connected user when no employee is given.
Action
Update EmployeeUpdates an existing employee in Buddy Punch, such as their name, email, username or active 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
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Questions
Buddy Punch and PandaDoc, answered
What can start an automation from Buddy Punch?
Any of Buddy Punch's 4 triggers in the catalog, including Employee Created, Employee Updated, Punch in Changed and Employee Punched In. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Buddy Punch?
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 Buddy Punch?
Yes. When something happens in PandaDoc, your agent can act in Buddy Punch too. This page covers both directions: PandaDoc's triggers and Buddy Punch's actions are listed here as well.
Do I have to build a connector for Buddy Punch 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 Buddy Punch 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.