--- title: "Connect Keygen and PandaDoc - APIANT.ai" description: "When \"License Created\" fires in Keygen, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Create User\" in Keygen." canonical: "https://apiant.ai/connect/keygen-to-pandadoc" --- # Connect Keygen and PandaDoc When **License Created** fires in [Keygen](https://apiant.ai/connections/keygen), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Create User** in Keygen. Describe the whole flow and it is built, tested on every scenario and kept running. Keygen **13** triggers Keygen **28** 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 Keygen 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 Keygen and PandaDoc can do together ### From Keygen to PandaDoc - When **License Created** in Keygen then **Create contact** in PandaDoc - When **New Event** in Keygen then **Update contact** in PandaDoc ### From PandaDoc to Keygen - When **Document completed** in PandaDoc then **Create User** in Keygen - When **Document updated** in PandaDoc then **Add Release** in Keygen 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 Keygen and PandaDoc ## Triggers and actions 16 triggers · 47 actions - Trigger **License Created** Fires when a license is created in Keygen. - Trigger **License Deleted** Triggers when a license is deleted. - Trigger **License Expired** Triggers when a license has expired. - Trigger **License Expiring** Triggers when a license is expiring soon. - Trigger **License Renewed** Triggers when a license is renewed. - Trigger **License Used** Triggers when a license's usage is incremented. - Trigger **Machine Activated** Triggers when a machine is activated. - Trigger **Machine Deactivated** Triggers when a machine is deactivated. - Trigger **New Event** Triggers when a new event like a license validation, an activation, or an expiration occurs. - Trigger **Password Reset** Triggers when a user requests a password reset. - Trigger **Release Created** Triggers when a new release is created. - Trigger **Release Published** Triggers when a release is published. - Trigger **User Created** Triggers when a new user is created. - Action **Activate Machine** Activates a new machine for a license using a known fingerprint. - Action **Add Release** creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event. - Action **Checkout License** Checks out a license file. - Action **Checkout Machine** Checks out a machine file. - Action **Create License** Creates a new license according to a policy. - Action **Create Policy** Creates a license policy for a Keygen product. - Action **Create Product** Creates a product in Keygen. - Action **Create Release** /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish. - Action **Create Token** Creates a new API token for a license. - Action **Create User** Creates a new user. - Action **Deactivate Machine** deactivates (deletes) a machine, firing machine.deleted. - Action **Delete License** Permanently deletes a license. - Action **Find License** Finds an existing license by its license key or Keygen ID. - Action **Find User** Finds an existing user by their email address or Keygen ID. - Action **Get Token** Retrieves a single API token by its id, returning its kind, name, expiry and permissions. - Action **Increment License Usage** /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented). - Action **List Entitlements** Lists a license's entitlements by license key or license ID. - Action **List Policies** Lists the policies in the Keygen account. - Action **Publish Release** moves a draft release to PUBLISHED status; fires the release.published webhook event. - Action **Reinstate License** Reinstates a suspended license. - Action **Renew License** Renews a license by extending its expiration date. - Action **Request Password Reset** /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event. - Action **Reset License Usage** Resets a license's usage counter. - Action **Suspend License** Suspends a license. - Action **Transfer License** Transfer an existing license to a different policy. - Action **Update License** Updates a license. - Action **Update Machine** Updates a machine. - Action **Update User** Updates a user. - 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 - [ **Keygen** Keygen is a key generation service that makes it easy for businesses to license and distribute their software.](https://apiant.ai/connections/keygen) - [ **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 Keygen - [ **Keygen to Lexware Office** Lexware Office is a cloud app for german accounting.](https://apiant.ai/connect/keygen-to-lexware-office) - [ **Keygen to Sendr** Sendr is a personalized outreach platform that helps sales teams enrich data, clean leads, and create...](https://apiant.ai/connect/keygen-to-sendr) - [ **Keygen to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/keygen-to-salesforce) - [ **Keygen to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/keygen-to-slack) - [ **Keygen to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/keygen-to-mailchimp) - [ **Keygen to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/keygen-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 ## Keygen and PandaDoc, answered ### ### What can start an automation from Keygen? Any of Keygen's 13 triggers in the catalog, including License Created, New Event, Release Created and User Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Keygen? 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 Keygen? Yes. When something happens in PandaDoc, your agent can act in Keygen too. This page covers both directions: PandaDoc's triggers and Keygen's actions are listed here as well. ### ### Do I have to build a connector for Keygen 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 Keygen 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.