Integration
Connect Everhour and PandaDoc
When New Client fires in Everhour, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Add invoice in Everhour. Describe the whole flow 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 Everhour and PandaDoc to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Everhour and PandaDoc can do together
From Everhour to PandaDoc
When New Client in Everhour
then Create contact in PandaDoc
From PandaDoc to Everhour
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 Everhour and PandaDoc
Triggers and actions 8 triggers · 41 actions
- New Client
Triggers when a new client is created.
- New Task
Triggers when a new task created.
- Project updated
Webhook event api:project:updated.
- Task updated
Webhook event api:task:updated.
- Timer Stopped
Triggers when a running timer is stopped. Timer should be with a task.
- Add assignment
/resource-planner/assignments. Schedule a user on a project/task.
- Add expense
/expenses. Create an expense.
- Add invoice
/invoices. Create an invoice for a project/client.
- Add Time
Adds your time to a task.
- Create Client
Creates a new client.
- Create Project
Creates a new project.
- Delete project
/projects/{id}.
- Delete time record
/tasks/{id}/time. Delete time record for a date/user.
- Find Internal Project
Finds a project for creating task/section by name
- Find Member
Finds a member by name.
- Find Project
Finds a project by name
- Find Section
Finds a section by name.
- Find Task
Finds a task by name.
- Get running timer
Returns the currently running timer for the connected user.
- List Assignments
Lists resource-planner assignments, optionally filtered by project, user and date range.
- List clients
/clients. Returns all clients.
- List Expenses
Lists the team's expenses, each with id, date, amount, category, project, billable and details.
- List invoices
/invoices. Returns all invoices.
- Update client
/clients/{id}. Update a client's name, business details, etc.
- Update project
/projects/{id}. Update project name, users, billing etc.
- Update task estimate
/tasks/{id}/estimate. Set a task's time estimate.
- Update time record
/tasks/{id}/time. Update time on a task for a date/user.
- 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
Everhour and PandaDoc, answered
What can start an automation from Everhour?
Any of Everhour's 5 triggers in the catalog, including New Client, New Task, Project updated and Task updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Everhour?
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 Everhour?
Yes. When something happens in PandaDoc, your agent can act in Everhour too. This page covers both directions: PandaDoc's triggers and Everhour's actions are listed here as well.
Do I have to build a connector for Everhour 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 Everhour 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.