--- title: "Connect Everhour and PandaDoc - APIANT.ai" description: "When \"New Client\" fires in Everhour, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Add invoice\" in Everhour." canonical: "https://apiant.ai/connect/everhour-to-pandadoc" --- # Connect Everhour and PandaDoc When **New Client** fires in [Everhour](https://apiant.ai/connections/everhour), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/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. Everhour **5** triggers Everhour **22** 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 Everhour 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 Everhour and PandaDoc can do together ### From Everhour to PandaDoc - When **New Client** in Everhour then **Create contact** in PandaDoc - When **New Task** in Everhour then **Update contact** in PandaDoc ### From PandaDoc to Everhour - When **Document completed** in PandaDoc then **Add invoice** in Everhour - When **Document updated** in PandaDoc then **Create Client** in 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 - Trigger **New Client** Triggers when a new client is created. - Trigger **New Task** Triggers when a new task created. - Trigger **Project updated** Webhook event api:project:updated. - Trigger **Task updated** Webhook event api:task:updated. - Trigger **Timer Stopped** Triggers when a running timer is stopped. Timer should be with a task. - Action **Add assignment** /resource-planner/assignments. Schedule a user on a project/task. - Action **Add expense** /expenses. Create an expense. - Action **Add invoice** /invoices. Create an invoice for a project/client. - Action **Add Time** Adds your time to a task. - Action **Create Client** Creates a new client. - Action **Create Project** Creates a new project. - Action **Delete project** /projects/{id}. - Action **Delete time record** /tasks/{id}/time. Delete time record for a date/user. - Action **Find Internal Project** Finds a project for creating task/section by name - Action **Find Member** Finds a member by name. - Action **Find Project** Finds a project by name - Action **Find Section** Finds a section by name. - Action **Find Task** Finds a task by name. - Action **Get running timer** Returns the currently running timer for the connected user. - Action **List Assignments** Lists resource-planner assignments, optionally filtered by project, user and date range. - Action **List clients** /clients. Returns all clients. - Action **List Expenses** Lists the team's expenses, each with id, date, amount, category, project, billable and details. - Action **List invoices** /invoices. Returns all invoices. - Action **Update client** /clients/{id}. Update a client's name, business details, etc. - Action **Update project** /projects/{id}. Update project name, users, billing etc. - Action **Update task estimate** /tasks/{id}/estimate. Set a task's time estimate. - Action **Update time record** /tasks/{id}/time. Update time on a task for a date/user. - 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 - [ **Everhour** Everhour is a time tracking software equipped with budgeting, forward resource planning, expenses tracking...](https://apiant.ai/connections/everhour) - [ **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 Everhour - [ **Everhour to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/everhour-to-hubspot) - [ **Everhour to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/everhour-to-salesforce) - [ **Everhour to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/everhour-to-slack) - [ **Everhour to Google Sheets** Google Sheets](https://apiant.ai/connect/everhour-to-google-sheets) - [ **Everhour to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/everhour-to-gmail) - [ **Everhour to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/everhour-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 ## 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.