--- title: "Connect JOIN and PandaDoc - APIANT.ai" description: "When \"Application Created\" fires in JOIN, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Add candidate note\" in JOIN." canonical: "https://apiant.ai/connect/join-to-pandadoc" --- # Connect JOIN and PandaDoc When **Application Created** fires in [JOIN](https://apiant.ai/connections/join), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Add candidate note** in JOIN. Describe the whole flow and it is built, tested on every scenario and kept running. JOIN **3** triggers JOIN **16** 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 JOIN 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 JOIN and PandaDoc can do together ### From JOIN to PandaDoc - When **Application Created** in JOIN then **Create contact** in PandaDoc - When **Job Published** in JOIN then **Update contact** in PandaDoc ### From PandaDoc to JOIN - When **Document completed** in PandaDoc then **Add candidate note** in JOIN - When **Document updated** in PandaDoc then **Add job** in JOIN 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 JOIN and PandaDoc ## Triggers and actions 6 triggers ยท 35 actions - Trigger **Application Created** Triggers when a new job application is received in JOIN. - Trigger **Job Published** Triggers when a job is published (goes online) in JOIN. - Trigger **Job Unpublished** Triggers when a job is taken offline or archived in JOIN. - Action **Add candidate note** Adds a note to a candidate in JOIN. - Action **Add job** Creates a job in JOIN. New jobs are activated and multiposted to job boards automatically. - Action **Add location** Creates a new office location in JOIN that job ads can be assigned to. - Action **Create Application** Creates an application for a candidate on a JOIN job, optionally attaching documents such as a CV. - Action **Get application** Returns one job application, including its candidate, job, attachments, screening answers and pipeline stage. - Action **Get candidate** Returns a single JOIN candidate by id, including contact details, tags, consent status and their applications, with notes optionally embedded. - Action **Get job** Returns a single JOIN job by its ID, including its title, status, office and optionally its full content. - Action **Get Jobs** Returns jobs in your JOIN account, optionally filtered by status, title, country, external id, or creation/update dates. - Action **Get Online Jobs** Returns the jobs currently published (online) in your JOIN account, optionally filtered by title, country, dates or external id. - Action **List applications** Returns the applications in your JOIN account, optionally filtered by job, dates, country, hiring state or pipeline stage. - Action **List candidate notes** Returns all notes recorded on a candidate in JOIN, including replies. - Action **List candidates** Returns the candidates in your JOIN company, optionally filtered by a name/email search or creation date. - Action **List candidate scorecards** Returns the scorecards submitted for a candidate's job application, including each interviewer's overall recommendation, attribute ratings and question answers. - Action **List locations** Returns the office locations in your JOIN account, optionally filtered by country or city. - Action **Update job** Updates an existing job's details, such as title, description, office, salary, and application requirements. Fields you leave blank stay unchanged. - Action **Update Job Status** Changes a JOIN job's status to online, offline or archived, and returns the job's 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 - [ **JOIN** JOIN is a recruiting platform with tools for job ad creation, multiposting, applicant tracking, and...](https://apiant.ai/connections/join) - [ **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 JOIN - [ **JOIN to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/join-to-salesforce) - [ **JOIN to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/join-to-slack) - [ **JOIN to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/join-to-mailchimp) - [ **JOIN to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/join-to-stripe) - [ **JOIN to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/join-to-shopify) - [ **JOIN to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/join-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 ## JOIN and PandaDoc, answered ### ### What can start an automation from JOIN? Any of JOIN's 3 triggers in the catalog, including Application Created, Job Published and Job Unpublished. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in JOIN? 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 JOIN? Yes. When something happens in PandaDoc, your agent can act in JOIN too. This page covers both directions: PandaDoc's triggers and JOIN's actions are listed here as well. ### ### Do I have to build a connector for JOIN 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 JOIN 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.