--- title: "Connect ConfigCat and PandaDoc - APIANT.ai" description: "When \"Feature Flag & Setting value changed\" fires in ConfigCat, your agent runs \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/configcat-to-pandadoc" --- # Connect ConfigCat and PandaDoc When **Feature Flag & Setting value changed** fires in [ConfigCat](https://apiant.ai/connections/configcat), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Add Config** in ConfigCat. Describe the whole flow and it is built, tested on every scenario and kept running. ConfigCat **1** trigger ConfigCat **28** 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 ConfigCat 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 ConfigCat and PandaDoc can do together ### From ConfigCat to PandaDoc - When **Feature Flag & Setting value changed** in ConfigCat then **Create contact** in PandaDoc - When **Feature Flag & Setting value changed** in ConfigCat then **Update contact** in PandaDoc ### From PandaDoc to ConfigCat - When **Document completed** in PandaDoc then **Add Config** in ConfigCat - When **Document updated** in PandaDoc then **Add Flag** in ConfigCat 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 ConfigCat and PandaDoc ## Triggers and actions 4 triggers · 47 actions - Trigger **Feature Flag & Setting value changed** Triggers when a ConfigCat Feature Flag or Setting value is changed. - Action **Add Config** Create a new config within a product. - Action **Add Flag** Create a new feature flag or setting within a config. - Action **Add Segment** Create a new segment within a product. - Action **Add Tag** Create a new tag within a product. - Action **Delete Config** Delete a config. - Action **Delete Flag** Delete a feature flag or setting. - Action **Delete Segment** Delete a segment. - Action **Delete Tag** Delete a tag. - Action **Get Config** Get a single config by id. - Action **Get Environment** Get a single environment by id. - Action **Get Flag** Get a single feature flag or setting by id. - Action **Get Flag value** Get the current served value of a feature flag or setting in an environment. - Action **Get Product** Get a single product by id. - Action **Get Segment** Get a single segment by id. - Action **Get Tag** Get a single tag by id. - Action **List Configs** List all configs (SDK config bundles) within a product. - Action **List Environments** List all environments within a product. - Action **List Flags** List all feature flags and settings within a config. - Action **List Organizations** List all organizations the caller has access to. - Action **List Products** List all products the caller has access to. - Action **List Segments** List all segments within a product. - Action **List Tags** List all tags within a product. - Action **Update Config** Update a config's name/description/order. - Action **Update Environment** Update an environment's name/color/description. - Action **Update Flag** Update a feature flag or setting's metadata (name, hint, tags). - Action **Update Flag value** Update (turn on/off, change served value or targeting) a feature flag or setting's value in an environment. - Action **Update Segment** Update a segment's name/rules. - Action **Update Tag** Update a tag's name/color. - 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 - [ **ConfigCat** 10 minutes trainable feature flag and configuration management service with unlimited team size, awesome...](https://apiant.ai/connections/configcat) - [ **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 ConfigCat - [ **ConfigCat to Flokzu** Flokzu is a powerful cloud BPM suite, made agile & friendly!](https://apiant.ai/connect/configcat-to-flokzu) - [ **ConfigCat to Geocode.xyz** Geocode.xyz is a worldwide geocoding service.](https://apiant.ai/connect/configcat-to-geocode-xyz) - [ **ConfigCat to New Relic Insights** New Relic Insights is a real-time analytics platform that collects metrics directly from your live...](https://apiant.ai/connect/configcat-to-new-relic-insights) - [ **ConfigCat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/configcat-to-hubspot) - [ **ConfigCat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/configcat-to-salesforce) - [ **ConfigCat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/configcat-to-slack) ## 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 ## ConfigCat and PandaDoc, answered ### ### What can start an automation from ConfigCat? Any of ConfigCat's 1 trigger in the catalog, including Feature Flag & Setting value changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in ConfigCat? 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 ConfigCat? Yes. When something happens in PandaDoc, your agent can act in ConfigCat too. This page covers both directions: PandaDoc's triggers and ConfigCat's actions are listed here as well. ### ### Do I have to build a connector for ConfigCat 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 ConfigCat 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.