--- title: "Connect Calendly and PandaDoc - APIANT.ai" description: "When \"New scheduled event (polling)\" fires in Calendly, your agent runs \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/calendly-to-pandadoc" --- # Connect Calendly and PandaDoc When **New scheduled event (polling)** fires in [Calendly](https://apiant.ai/connections/calendly), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Update event type availability schedule** in Calendly. Describe the whole flow and it is built, tested on every scenario and kept running. Calendly **2** triggers Calendly **18** 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 Calendly 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) Example flows ## What Calendly and PandaDoc can do together ### From Calendly to PandaDoc - When **New scheduled event (polling)** in Calendly then **Create contact** in PandaDoc - When **Canceled scheduled event (polling)** in Calendly then **Update contact** in PandaDoc ### From PandaDoc to Calendly - When **Document completed** in PandaDoc then **Update event type availability schedule** in Calendly - When **Document updated** in PandaDoc then **Get current user** in Calendly 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 Calendly and PandaDoc ## Triggers and actions 5 triggers · 37 actions - Trigger **Canceled scheduled event (polling)** Triggers when a scheduled event is canceled. - Trigger **New scheduled event (polling)** Triggers when a new scheduled event is created. - Action **Cancel scheduled event** Cancels a scheduled event with a specified reason for the cancellation. - Action **Create single-use scheduling link** Creates a single-use booking link that allows one person to schedule an event. - Action **Get current user** Returns the authenticated user's profile including name, email, timezone, and scheduling URL. - Action **Get event type** Returns details for the specified event type. - Action **Get invitee** Returns details about a specific invitee for a scheduled event. - Action **Get invitee next scheduled event** Gets the next scheduled event for the invitee specified by their email. - Action **Get scheduled event** Returns details about a specific scheduled event. - Action **Get user availability schedule** Returns details for the specified user availability schedule. - Action **List event invitees** Returns the list of invitees for a scheduled event, optionally filtered by status. - Action **List event type availability schedules** Returns the event type's availability schedules. - Action **List event types** Returns your calendar's event type templates, optionally filtered by scope and active status. - Action **List organization memberships** Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role. - Action **List scheduled events** Returns scheduled events, filterable by scope, status, date range, and invitee email. - Action **List user availability schedules** Returns the user's availability schedules. - Action **List webhook subscriptions** Returns all webhook subscriptions for your organization. - Action **Mark invitee as no-show** Records that an invitee did not attend their scheduled event. - Action **Undo invitee no-show** Removes a no-show marking from an invitee. - Action **Update event type availability schedule** Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host. - 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 - [ **Calendly** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connections/calendly) - [ **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 Calendly - [ **Calendly to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/calendly-to-notion) - [ **Calendly to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **Calendly to CleverReach** CleverReach is an email marketing solution that lets you easily create newsletters online and send them to...](https://apiant.ai/connect/calendly-to-cleverreach) - [ **Calendly to CORE** Access the world's Open Access research papers](https://apiant.ai/connect/calendly-to-core) - [ **Calendly to Fera** Fera is a customer reviews app that allows you to automate review requests, display reviews on your site and...](https://apiant.ai/connect/calendly-to-fera) - [ **Calendly to Fidel Api** API for linking bank cards and streaming real-time card transaction data to power loyalty and rewards...](https://apiant.ai/connect/calendly-to-fidel-api) ## 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 ## Calendly and PandaDoc, answered ### ### What can start an automation from Calendly? Any of Calendly's 2 triggers in the catalog, including New scheduled event (polling) and Canceled scheduled event (polling). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Calendly? 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 Calendly? Yes. When something happens in PandaDoc, your agent can act in Calendly too. This page covers both directions: PandaDoc's triggers and Calendly's actions are listed here as well. ### ### Do I have to build a connector for Calendly 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 Calendly 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.