Integration
Connect Craftboxx and PandaDoc
When something happens in Craftboxx or PandaDoc, your agent does the next thing in the other. Describe it 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 Craftboxx and PandaDoc to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Craftboxx and PandaDoc can do together
From Craftboxx to PandaDoc
When New Appointment in Craftboxx
then Create contact in PandaDoc
From PandaDoc to Craftboxx
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 Craftboxx and PandaDoc
Triggers and actions 13 triggers · 28 actions
- New Appointment
Triggers when a new Appointment is created in Craftboxx.
- New Article
Triggers when a new Article is created in Craftboxx.
- New Customer
Triggers when a new Customer is created in Craftboxx.
- New Customer Address
Triggers when a new Customer Address is created in Craftboxx.
- New Project
Triggers when a new Project is created in Craftboxx.
- Updated Appointment
Triggers when an Appointment is updated in Craftboxx.
- Updated Article
Triggers when an Article is updated in Craftboxx.
- Updated Customer
Triggers when a Customer is updated in Craftboxx.
- Updated Customer Address
Triggers when a Customer Address is updated in Craftboxx.
- Updated Project
Triggers when an Project is updated in Craftboxx.
- Create Article
Creates a new Article in Craftboxx
- Create Customer and Mailing-Address
Creates a new Customer and it's Mailing-Address in Craftboxx
- Create Project and Appointment
Creates a new Project and it's Appointment in Craftboxx
- Search Article
Finds an Article based on the provided search criteria in Craftboxx.
- Search Customer
Finds a Customer based on the provided search criteria in Craftboxx.
- Search Project
Finds a Project based on the provided search criteria in Craftboxx.
- Update Article
Updates an Article in Craftboxx
- Update Customer and Mailing-Address
Updates a Customer and it's Mailing-Address in Craftboxx
- Update Project and Appointment
Updates a Project and it's Appointment in Craftboxx
- Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates 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
Craftboxx and PandaDoc, answered
What can start an automation from Craftboxx?
Any of Craftboxx's 10 triggers in the catalog, including New Appointment, New Article, New Customer and New Customer Address. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Craftboxx?
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 Craftboxx?
Yes. When something happens in PandaDoc, your agent can act in Craftboxx too. This page covers both directions: PandaDoc's triggers and Craftboxx's actions are listed here as well.
Do I have to build a connector for Craftboxx 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.
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.