--- title: "Connect CalendarLink and PandaDoc - APIANT.ai" description: "When \"New Upcoming Event\" fires in CalendarLink, your agent runs \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/calendarlink-to-pandadoc" --- # Connect CalendarLink and PandaDoc When **New Upcoming Event** fires in [CalendarLink](https://apiant.ai/connections/calendarlink), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **List Contacts** in CalendarLink. Describe the whole flow and it is built, tested on every scenario and kept running. CalendarLink **1** trigger CalendarLink **8** 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 CalendarLink 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) CalendarLink turns dates into add-to-calendar links, and PandaDoc handles the quotes, contracts and proposals that create those dates. Connecting them means a completed PandaDoc document can produce the kickoff or renewal event in CalendarLink, and a new CalendarLink event can start the paperwork it needs. The agent builds the setup, tests every scenario and keeps it running. Example flows ## What CalendarLink and PandaDoc can do together ### From CalendarLink to PandaDoc - When **New Upcoming Event** in CalendarLink then **Create contact** in PandaDoc - When **New Upcoming Event** in CalendarLink then **Update contact** in PandaDoc ### From PandaDoc to CalendarLink - When **Document completed** in PandaDoc then **List Contacts** in CalendarLink - When **Document updated** in PandaDoc then **Create New Event** in CalendarLink 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 CalendarLink and PandaDoc ## Triggers and actions 4 triggers ยท 27 actions - Trigger **New Upcoming Event** Triggered when a new upcoming event is added to your CalendarLink organisation. - Action **Create New Event** Creates an event in a CalendarLink collection and returns its add-to-calendar link. Times use the format 2026-09-01 09:00:00. Optionally turns on RSVP with a deadline, attendee limit and notification settings. - Action **Find Event** Searches your CalendarLink events for one whose title contains the text you give, and returns the first match with its add-to-calendar link, times and RSVP counts. - Action **List Contacts** Returns a page of the contacts in your CalendarLink organisation, 15 per page, along with how many pages there are. - Action **List Event Collections** Returns every event collection in your CalendarLink organisation, with each collection's ID, name, description, public link and event count. - Action **List Event Registrations** Returns a page of the people who signed up for one CalendarLink event, 15 per page. The event must have RSVP turned on. - Action **List Past Events** Returns a page of your CalendarLink events that have already finished, 15 per page, newest first. - Action **List Upcoming Events** Returns a page of your CalendarLink events that have not happened yet, 15 per page. - Action **Update Event Collection** Changes the settings of one CalendarLink event collection โ€” its name, description, appearance, what visitors can add and whether sign-up is required. Only the fields you fill in are changed; the rest keep their current values. - 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 โ€” 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 - [ **CalendarLink** CalendarLink creates add-to-calendar links to any calendar service and make sure your users don't forget...](https://apiant.ai/connections/calendarlink) - [ **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 CalendarLink - [ **CalendarLink to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/calendarlink-to-stripe) - [ **CalendarLink to Honeyhive** Observability and evaluation platform for tracing, testing, and monitoring AI agents in production.](https://apiant.ai/connect/calendarlink-to-honeyhive) - [ **CalendarLink to keycdn IP Location Finder** Get the IP geolocation data through the simple REST API. All the responses are JSON encoded](https://apiant.ai/connect/calendarlink-to-keycdn-ip-location-finder) - [ **CalendarLink to Kiwili** ERP & online account management software for your small business](https://apiant.ai/connect/calendarlink-to-kiwili) - [ **CalendarLink to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/calendarlink-to-hubspot) - [ **CalendarLink to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/calendarlink-to-salesforce) ## 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 โ€” 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 ## CalendarLink and PandaDoc, answered ### ### Can the event date come from a field the client filled in on the contract? Yes. The agent reads the entered data from the completed PandaDoc document and uses that field value as the start time when it creates the event in CalendarLink, in the format the action expects. ### ### Can we pick which CalendarLink collection the new event lands in? Yes. The agent can list your event collections in CalendarLink and create the event in the one you name, such as Onboarding or Renewals. It tests each scenario before anything goes live. ### ### What can start an automation from CalendarLink? Any of CalendarLink's 1 trigger in the catalog, including New Upcoming Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in CalendarLink? Any of PandaDoc's 19 actions, including Create contact, Create document from template, Get document entered data and Create document link. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PandaDoc to CalendarLink? Yes. When something happens in PandaDoc, your agent can act in CalendarLink too. This page covers both directions: PandaDoc's triggers and CalendarLink's actions are listed here as well. ### ### Do I have to build a connector for CalendarLink 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 CalendarLink 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.