Integration
Connect Fixflo and PandaDoc
When Issue Added fires in Fixflo, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Add Issue Comment in Fixflo. 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 Fixflo 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Fixflo and PandaDoc can do together
From Fixflo to PandaDoc
When Issue Added in Fixflo
then Create contact in PandaDoc
From PandaDoc to Fixflo
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 Fixflo and PandaDoc
Triggers and actions 6 triggers · 37 actions
- Issue Added
Triggers when a new repair issue is reported in Fixflo. Each event carries the new issue's ID and API link.
- New Closed Issue
Triggers when a Fixflo issue is closed. Each event carries the closed issue's ID and API link.
- New Completed Job
Triggers when a contractor completes the job on a Fixflo issue. Each event carries the issue's ID and API link.
- Add Issue Comment
Adds a comment to a Fixflo issue for the agent, tenant or contractor network (used by contractor networks).
- Add New Issue
Creates a new repair issue in Fixflo for a property, with its fault details and reporter.
- Create or Update Contractor
Creates a Fixflo contractor, or updates an existing one, with their company and contact details.
- Create or Update Landlord
Creates a Fixflo landlord, or updates an existing one, with their contact details.
- Create or Update Property
Creates a Fixflo property, or updates an existing one, with its address and references.
- Create or Update Tenant
Creates a Fixflo tenant (resident), or updates an existing one, with their contact details.
- Get contractor
Returns a Fixflo contractor's details, including contact information, address, services and certifications.
- Get Issue
Returns one Fixflo issue (repair report) by its ID, including its status, fault, reporter and property.
- Get landlord
Returns a Fixflo landlord looked up by ID, email address or external reference.
- Get Property
Returns one Fixflo property by its Fixflo ID or your external reference.
- Get Tenant
Returns one Fixflo tenant by Fixflo ID, email address or your external reference.
- List blocks
Returns the blocks in your Fixflo account, optionally filtered by keyword or last-updated date.
- List Contractors
Returns the agency's Fixflo contractors, optionally filtered by keyword or recent change.
- List estates
Returns the estates in your Fixflo account, optionally filtered by keyword or last-updated date.
- List issues
Returns the issues in your Fixflo account, optionally filtered by created, closed, job-created or updated dates and by status.
- List landlords
Returns landlords in your Fixflo account, optionally filtered by keyword or last-updated date.
- List tenants
Returns the tenants in your Fixflo account, optionally filtered by keyword or last-updated date.
- Search Properties
Searches Fixflo properties by address keyword or reference and returns the matching properties.
- 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
More from Fixflo
Fixflo to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Fixflo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Fixflo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Fixflo to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Fixflo to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Fixflo to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PandaDoc
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
Fixflo and PandaDoc, answered
What can start an automation from Fixflo?
Any of Fixflo's 3 triggers in the catalog, including Issue Added, New Closed Issue and New Completed Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Fixflo?
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 Fixflo?
Yes. When something happens in PandaDoc, your agent can act in Fixflo too. This page covers both directions: PandaDoc's triggers and Fixflo's actions are listed here as well.
Do I have to build a connector for Fixflo 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 Fixflo 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.