--- title: "Connect incident.io and PandaDoc - APIANT.ai" description: "When \"New Incident\" fires in incident.io, your agent runs \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/incident-io-to-pandadoc" --- # Connect incident.io and PandaDoc When **New Incident** fires in [incident.io](https://apiant.ai/connections/incident-io), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Find Users On-Call** in incident.io. Describe the whole flow and it is built, tested on every scenario and kept running. incident.io **1** trigger incident.io **10** 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 incident.io 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 incident.io and PandaDoc can do together ### From incident.io to PandaDoc - When **New Incident** in incident.io then **Create contact** in PandaDoc - When **New Incident** in incident.io then **Update contact** in PandaDoc ### From PandaDoc to incident.io - When **Document completed** in PandaDoc then **Find Users On-Call** in incident.io - When **Document updated** in PandaDoc then **Add follow-up** in incident.io 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 incident.io and PandaDoc ## Triggers and actions 4 triggers ยท 29 actions - Trigger **New Incident** Triggers when a new incident is declared in incident.io, optionally limited to a status, severity, incident type or mode. - Action **Add follow-up** Creates a follow-up on an incident, with an optional description, assignee, team, category, priority and labels. - Action **Add incident update** Shares an update on an incident: a message, a move to a new status, a new severity, or any combination. - Action **Create Incident** Creates a new incident in incident.io, optionally setting its severity, type, status, roles, timestamps and custom fields. - Action **Find Users On-Call** Finds the users on-call for a schedule over a window of time (or right now), returning each effective shift with its user after overrides are applied. - Action **Get incident** Returns a single incident, including its status, severity, role assignments, timestamps and custom field values. - Action **Get Schedule** Returns a single on-call schedule, including its rotations, time zone and current shifts. - Action **List actions** Returns the actions recorded on incidents in your incident.io organisation, optionally filtered by incident, incident mode, or created/updated date. - Action **List schedules** Returns every on-call schedule configured in your incident.io account, including its rotations and who is currently on shift. - Action **List severities** Returns every incident severity configured for your incident.io organisation. - Action **List users** Returns the users in your incident.io account, optionally filtered by email address or Slack user ID. - 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 โ€” 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 - [ **incident.io** incident.io is an incident management platform, designed for your entire organisation.](https://apiant.ai/connections/incident-io) - [ **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 incident.io - [ **incident.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/incident-io-to-salesforce) - [ **incident.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/incident-io-to-slack) - [ **incident.io to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/incident-io-to-mailchimp) - [ **incident.io to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/incident-io-to-stripe) - [ **incident.io to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/incident-io-to-shopify) - [ **incident.io to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/incident-io-to-quickbooks-online) ## 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 โ€” 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 ## incident.io and PandaDoc, answered ### ### What can start an automation from incident.io? Any of incident.io's 1 trigger in the catalog, including New Incident. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in incident.io? 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 incident.io? Yes. When something happens in PandaDoc, your agent can act in incident.io too. This page covers both directions: PandaDoc's triggers and incident.io's actions are listed here as well. ### ### Do I have to build a connector for incident.io 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 incident.io 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.