--- title: "Connect Casting42 and PandaDoc - APIANT.ai" description: "When \"New Casting\" fires in Casting42, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Create Contact\" in Casting42." canonical: "https://apiant.ai/connect/casting42-to-pandadoc" --- # Connect Casting42 and PandaDoc When **New Casting** fires in [Casting42](https://apiant.ai/connections/casting42), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Create Contact** in Casting42. Describe the whole flow and it is built, tested on every scenario and kept running. Casting42 **6** triggers Casting42 **15** 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 Casting42 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 Casting42 and PandaDoc can do together ### From Casting42 to PandaDoc - When **New Casting** in Casting42 then **Create contact** in PandaDoc - When **New Contact** in Casting42 then **Update contact** in PandaDoc ### From PandaDoc to Casting42 - When **Document completed** in PandaDoc then **Create Contact** in Casting42 - When **Document updated** in PandaDoc then **Add File to Talent** in Casting42 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 Casting42 and PandaDoc ## Triggers and actions 9 triggers · 34 actions - Trigger **New Casting** Triggers when a casting has been created in your Casting42 Database. - Trigger **New Contact** Triggers when a contact has been added to your Casting42 database. - Trigger **New Talent** Triggers when a new talent is added in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this. - Trigger **Updated Casting** Triggers when the data of a casting has been updated. - Trigger **Updated Contact** Triggers when the data of a contact has been updated in your Casting42 database. - Trigger **Updated Talent** Triggers when a talent is updated in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this. - Action **Add File to Talent** Uploads a file such as a resume or PDF document to a talent's profile. - Action **Add Mediafile to Talent** Uploads a video or audio media file to a talent's profile in Casting42. - Action **Add Talent to Group** Adds one or more talents to an existing Casting42 group. - Action **Create Casting** Creates a new casting project in Casting42 and returns it along with its talent sign-up link. - Action **Create Contact** Creates a new contact in Casting42 with name, email, company, phone, language and address. - Action **Create Group** Creates a new group in Casting42 for organizing talents. - Action **Create or Update Candidate** Adds a talent to a casting as a candidate, or updates the candidate's tags if the talent is already in that casting. - Action **Create Talent** Creates a new talent profile in your Casting42 database and returns the created talent. - Action **Find Casting** Finds a casting by its tag and returns the full casting record. - Action **Get Contact** Returns a single Casting42 contact identified by its tag. - Action **Get Group** Returns a Casting42 group and its talents by the group's tag. - Action **Get Talent** Returns a single talent record, including custom fields and skills, by its tag. - Action **Update Casting** Updates an existing casting in Casting42, such as its name, description, dates, locations and sharing options. Fields left blank are not changed. - Action **Update Contact** Updates an existing contact in Casting42. Only the fields you fill in are changed. - Action **Update Talent** Updates an existing talent in Casting42, identified by its tag. Fields left blank 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 — 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 - [ **Casting42** Casting42 is a customizable database for casting directors, production companies, extras agencies, and...](https://apiant.ai/connections/casting42) - [ **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 Casting42 - [ **Casting42 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/casting42-to-hubspot) - [ **Casting42 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/casting42-to-salesforce) - [ **Casting42 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/casting42-to-slack) - [ **Casting42 to Google Sheets** Google Sheets](https://apiant.ai/connect/casting42-to-google-sheets) - [ **Casting42 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/casting42-to-gmail) - [ **Casting42 to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/casting42-to-google-calendar) ## 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 ## Casting42 and PandaDoc, answered ### ### What can start an automation from Casting42? Any of Casting42's 6 triggers in the catalog, including New Casting, New Contact, New Talent and Updated Casting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Casting42? 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 Casting42? Yes. When something happens in PandaDoc, your agent can act in Casting42 too. This page covers both directions: PandaDoc's triggers and Casting42's actions are listed here as well. ### ### Do I have to build a connector for Casting42 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 Casting42 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.