Integration
Connect Files.com and PandaDoc
When Automation Run Completed fires in Files.com, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Add User to Group in Files.com. 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 Files.com 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 Files.com and PandaDoc can do together
From Files.com to PandaDoc
When Automation Run Completed in Files.com
then Create contact in PandaDoc
When Group Created in Files.com
then Update contact in PandaDoc
From PandaDoc to Files.com
When Document completed in PandaDoc
then Add User to Group in Files.com
When Document updated in PandaDoc
then Update User in Files.com
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 Files.com and PandaDoc
Triggers and actions 10 triggers · 35 actions
Trigger
Automation Run CompletedTriggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes.
Trigger
File DeletedTriggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it.
Trigger
Group CreatedTriggered when a new group is created in Files.com. Reports the group's name, members and login permissions.
Trigger
New File or Folder CreatedTriggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it.
Trigger
New File UploadedTriggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time.
Trigger
Share Link CreatedTriggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires.
Trigger
User CreatedTriggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions.
Action
Add User to GroupAdds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username.
Action
Copy FileCopies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background.
Action
Create FolderCreates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details.
Action
Create GroupCreates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID.
Action
Create Share LinkCreates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address.
Action
Delete FileDeletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option.
Action
Delete FolderDeletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it.
Action
Delete GroupDeletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed.
Action
Delete UserDeletes a user from Files.com by their ID, removing their access to the site.
Action
Download FileGets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file.
Action
List Folder ContentsLists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time.
Action
Move FileMoves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards.
Action
Remove User from GroupRemoves a user from a Files.com group. Looks up the membership for the group and user you name, then removes it.
Action
Run AutomationStarts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background.
Action
Update UserUpdates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values.
Action
Upload FileUploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size.
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates 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
More from Files.com
Files.com to CVE.reportCVE records with NVD KEV and EPSS enrichment
Files.com to LeadSimpleLeadSimple is the CRM that property management and real estate companies use to scale and grow.
Files.com to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Files.com to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Files.com to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Files.com to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into PandaDoc
HubSpot to PandaDocHubSpot is your all-in-one stop for all of your marketing software needs.
Mailchimp to PandaDocMailchimp marketing automation and email platform.
ActiveCampaign to PandaDocActiveCampaign is a marketing automation, email marketing, and CRM platform.
JIRA to PandaDocAtlassian JIRA Cloud — issue tracking and project management.
Intercom to PandaDocIntercom is a customer communications platform for support, engagement, and marketing.
JotForm to PandaDocJotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...
Questions
Files.com and PandaDoc, answered
What can start an automation from Files.com?
Any of Files.com's 7 triggers in the catalog, including Automation Run Completed, Group Created, New File or Folder Created and New File Uploaded. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Files.com?
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 Files.com?
Yes. When something happens in PandaDoc, your agent can act in Files.com too. This page covers both directions: PandaDoc's triggers and Files.com's actions are listed here as well.
Do I have to build a connector for Files.com 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 Files.com 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.