--- title: "Connect Inistate and PandaDoc - APIANT.ai" description: "When \"Changed Information\" fires in Inistate, your agent runs \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/inistate-to-pandadoc" --- # Connect Inistate and PandaDoc When **Changed Information** fires in [Inistate](https://apiant.ai/connections/inistate), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Create Entry** in Inistate. Describe the whole flow and it is built, tested on every scenario and kept running. Inistate **6** triggers Inistate **9** 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 Inistate 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 Inistate and PandaDoc can do together ### From Inistate to PandaDoc - When **Changed Information** in Inistate then **Create contact** in PandaDoc - When **Changed State** in Inistate then **Update contact** in PandaDoc ### From PandaDoc to Inistate - When **Document completed** in PandaDoc then **Create Entry** in Inistate - When **Document updated** in PandaDoc then **Duplicate Entry** in Inistate 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 Inistate and PandaDoc ## Triggers and actions 9 triggers · 28 actions - Trigger **Activity Performed** Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time. - Trigger **Changed Information** Triggers when an entry's information in an Inistate module is changed. - Trigger **Changed State** Triggers when an entry in the selected Inistate module moves to a different workflow state. - Trigger **Information Due** Triggers when an entry in the chosen module reaches its due date. - Trigger **New Entry** Triggers when a new entry is created in the selected Inistate module. - Trigger **Updated Entry** Triggers when an entry in the selected module is created or changed. - Action **Create Entry** Creates a new entry in an Inistate module with the field values you supply. - Action **Delete Entry** Deletes an entry from an Inistate module. - Action **Duplicate Entry** Creates a copy of an existing entry in an Inistate module. - Action **Edit Entry** Edits an existing entry in an Inistate module, updating the field values you supply. - Action **Get Activity Form** Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options. - Action **List Entries** Returns entries from an Inistate module, optionally narrowed to one of the module's listings. - Action **List Modules** Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace. - Action **List Workspaces** Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name. - Action **Perform Activity** Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow. - 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 - [ **Inistate** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connections/inistate) - [ **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 Inistate - [ **Inistate to Chucknorris** Free JSON API providing hand-curated, random Chuck Norris jokes/facts.](https://apiant.ai/connect/inistate-to-chucknorris) - [ **Inistate to Docusnap365** Docusnap is a software for automated network inventory, IT documentation, license management and permission...](https://apiant.ai/connect/inistate-to-docusnap365) - [ **Inistate to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/inistate-to-salesforce) - [ **Inistate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/inistate-to-slack) - [ **Inistate to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/inistate-to-mailchimp) - [ **Inistate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/inistate-to-stripe) ## 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 ## Inistate and PandaDoc, answered ### ### What can start an automation from Inistate? Any of Inistate's 6 triggers in the catalog, including Changed Information, Changed State, New Entry and Updated Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Inistate? 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 Inistate? Yes. When something happens in PandaDoc, your agent can act in Inistate too. This page covers both directions: PandaDoc's triggers and Inistate's actions are listed here as well. ### ### Do I have to build a connector for Inistate 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 Inistate 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.