# Connect GitHub and PandaDoc When **New Branch** fires in [GitHub](https://apiant.ai/connections/github), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Add Labels to Issue** in GitHub. Describe the whole flow and it is built, tested on every scenario and kept running. GitHub **15** triggers GitHub **19** 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 GitHub and PandaDoc to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 GitHub and PandaDoc can do together ### From GitHub to PandaDoc - When **New Branch** in GitHub then **Create contact** in PandaDoc - When **New Collaborator** in GitHub then **Update contact** in PandaDoc ### From PandaDoc to GitHub - When **Document completed** in PandaDoc then **Add Labels to Issue** in GitHub - When **Document updated** in PandaDoc then **Create Issue** in GitHub 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 GitHub and PandaDoc ## Triggers and actions 18 triggers · 38 actions - Trigger **Issue Closed** Triggers when an issue in a repository is closed. - Trigger **New Branch** Triggers when a new branch is created in a GitHub repository. - Trigger **New Collaborator** Triggers when a new collaborator is added to a GitHub repository. - Trigger **New Commit** Triggers when a new commit is pushed to a GitHub repository's default branch. - Trigger **New Commit Comment** Triggers when someone comments on a commit in a repository. - Trigger **New Gist** Triggers when you create a new gist on GitHub. - Trigger **New Global Event** Triggers when a new public event happens anywhere on GitHub, such as a push, fork, or new issue. - Trigger **New Issue** Triggers when a new issue is created in a repository. - Trigger **New Label** Triggers when a new label is added to a GitHub repository. - Trigger **New Milestone** Triggers when a new milestone is created in a repository. - Trigger **New Pull Request** Triggers when a new pull request is opened in a repository. - Trigger **New Release** Triggers when a new release is published in a GitHub repository. - Trigger **New Repo Event** Triggers when new activity (pushes, issues, pull requests, releases and more) happens in a GitHub repository. - Trigger **New Repository** Triggers when a new public repository appears under a GitHub user or organization. - Trigger **New Watcher** Triggers when someone starts watching a repository. - Action **Add Labels to Issue** Adds labels to an issue or pull request in a GitHub repository, keeping its existing labels. - Action **Check Organization Membership** Checks whether a GitHub user is a member of an organization and returns true or false. - Action **Create Branch** Creates a new branch in a repository, starting from the commit you choose. - Action **Create Comment** Adds a comment to an issue or pull request in a GitHub repository. - Action **Create Gist** Creates a new gist with one file on the connected GitHub account. - Action **Create Issue** Creates a new issue in a GitHub repository. - Action **Create or Update File** Creates a new file in a repository, or replaces an existing file's contents, as a commit. - Action **Create Pull Request** Opens a pull request asking to merge one branch into another. - Action **Delete Branch** Deletes a branch from a repository. Any open pull request from that branch is closed. - Action **Find Branch** Finds a branch in a GitHub repository by name and returns its latest commit and protection status. - Action **Find Issue** Finds an issue in a GitHub repository by its number and returns its title, body, state, author and labels. - Action **Find Organization** Finds a GitHub organization by its login and returns its profile details. - Action **Find Pull Request** Finds a pull request in a GitHub repository by its number and returns its title, state, branches and merge status. - Action **Find Repository** Returns a GitHub repository by its owner and name, including its description, visibility, default branch and counts. - Action **Find User** Finds a GitHub user by username and returns their public profile. - Action **Get File Contents** Returns a file from a GitHub repository, with its base64-encoded content, at the default branch or a chosen branch, tag or commit. - Action **Submit Review** Submits a review on a pull request: approve it, request changes, or leave a review comment. - Action **Update Issue** Updates an existing issue in a GitHub repository, such as its title, text, state, labels or assignees. - Action **Update Pull Request** Changes a pull request's title, description, target branch, or open/closed state. - 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 - [ **GitHub** GitHub is the perfect place to share code and work collaboratively on private and open source software.](https://apiant.ai/connections/github) - [ **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 GitHub - [ **GitHub to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/github-to-hubspot) - [ **GitHub to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/github-to-salesforce) - [ **GitHub to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/github-to-slack) - [ **GitHub to Google Sheets** Google Sheets](https://apiant.ai/connect/github-to-google-sheets) - [ **GitHub to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/github-to-gmail) - [ **GitHub to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/github-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 ## GitHub and PandaDoc, answered ### ### What can start an automation from GitHub? Any of GitHub's 15 triggers in the catalog, including New Branch, New Collaborator, New Commit and New Commit Comment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in GitHub? 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 GitHub? Yes. When something happens in PandaDoc, your agent can act in GitHub too. This page covers both directions: PandaDoc's triggers and GitHub's actions are listed here as well. ### ### Do I have to build a connector for GitHub 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.