Integration
Connect Intercom and PandaDoc
When New company fires in Intercom, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Add tag to contact in Intercom. 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 Intercom 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)Connecting PandaDoc and Intercom keeps your support and sales conversations aware of where a proposal stands. Signed documents can post a note or event on the matching Intercom contact, and Intercom contacts, tags or tickets can create PandaDoc contacts and documents from your templates without anyone retyping details.
Example flows
What Intercom and PandaDoc can do together
From Intercom to PandaDoc
When New company in Intercom
then Create contact in PandaDoc
From PandaDoc to Intercom
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 Intercom and PandaDoc
Triggers and actions 7 triggers · 49 actions
- New company
Fires when a new company is created.
- New conversation
Polls for conversations, most recently updated first. Fires for each new conversation.
- New or updated contact
Polls for contacts, most recently updated first. Fires for each new or updated contact.
- New ticket
Fires when a new ticket is created.
- Add company
Create (or upsert) a company in Intercom.
- Add note to contact
Adds a note to the specified contact as the specified admin.
- Add note to conversation
Adds an internal note to the specified conversation as an admin.
- Add tag to contact
Attaches a tag to the specified contact.
- Add ticket
Create a support ticket.
- Assign conversation
Assigns the conversation to an admin or team.
- Close conversation
Closes the specified conversation.
- Create contact
Creates a new contact (role user or lead) in Intercom.
- Create message
Creates an admin-initiated email or in-app message to a contact.
- Delete company
Delete a company by ID.
- Delete contact
Deletes a contact by ID.
- Find admin by email
Fetches an admin's details. Lists all admins; match by email.
- Find contact by email
Searches contacts by email and returns matches.
- Find tickets
Search tickets by criteria.
- Get company
Retrieve a company by ID.
- Get contact
Fetches a contact's details by ID.
- Get conversation
Fetches a conversation's details by ID.
- Get ticket
Retrieve a ticket by ID.
- List companies
List all companies.
- List segments
List all segments.
- List tags
Lists all tags for the workspace.
- Open conversation
Opens (marks open) the specified conversation.
- Remove tag from contact
Detaches a tag from the specified contact.
- Send conversation reply
Sends a reply to the specified conversation as an admin.
- Snooze conversation
Snoozes the specified conversation until the given unix timestamp.
- Start conversation
Starts a new conversation with the specified contact.
- Track event
Submit a data event for a contact.
- Update company
Update an existing company.
- Update contact
Updates an existing contact specified by ID.
- Update ticket
Update an existing ticket.
- 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
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Questions
Intercom and PandaDoc, answered
Can a completed PandaDoc document update the right person in Intercom?
Yes. The agent takes the signer's email from the PandaDoc document details, uses Find contact by email in Intercom, and then adds a note or tracks an event on that contact. If no contact matches, nothing is written.
Can Intercom start a document in PandaDoc?
Yes. A new or updated Intercom contact can create a contact in PandaDoc, and a tag added to an Intercom conversation can create a document from a chosen PandaDoc template with recipients and tokens filled in. The agent tests each scenario before it runs live.
What can start an automation from Intercom?
Any of Intercom's 4 triggers in the catalog, including New company, New conversation, New or updated contact and New ticket. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Intercom?
Any of PandaDoc's 19 actions, including Get document details, Create contact, Create document from template and Create document link. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PandaDoc to Intercom?
Yes. When something happens in PandaDoc, your agent can act in Intercom too. This page covers both directions: PandaDoc's triggers and Intercom's actions are listed here as well.
Do I have to build a connector for Intercom 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 Intercom 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.