--- title: "Connect Leiga and PandaDoc - APIANT.ai" description: "When \"Updated Issue\" fires in Leiga, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Create Issue\" in Leiga." canonical: "https://apiant.ai/connect/leiga-to-pandadoc" --- # Connect Leiga and PandaDoc When **Updated Issue** fires in [Leiga](https://apiant.ai/connections/leiga), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Create Issue** in Leiga. Describe the whole flow and it is built, tested on every scenario and kept running. Leiga **1** trigger Leiga **15** 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 Leiga 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 Leiga and PandaDoc can do together ### From Leiga to PandaDoc - When **Updated Issue** in Leiga then **Create contact** in PandaDoc - When **Updated Issue** in Leiga then **Update contact** in PandaDoc ### From PandaDoc to Leiga - When **Document completed** in PandaDoc then **Create Issue** in Leiga - When **Document updated** in PandaDoc then **Update issue** in Leiga 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 Leiga and PandaDoc ## Triggers and actions 4 triggers ยท 34 actions - Trigger **Updated Issue** Triggers when an issue is updated in Leiga. - Action **Add comment** Adds a comment to a Leiga issue or other record, optionally as a reply to an existing comment. - Action **Add epic** Creates a new epic in a Leiga project. - Action **Add project** Creates a new project in Leiga from a project template, with a name, leader and optional description. - Action **Add version** Creates a new version (release) in Leiga with a name, owner, and optional description, start date and estimated release date. - Action **Create Issue** Creates a new issue in a Leiga project with the issue type and field values you provide. - Action **Delete issue** Deletes an issue from a Leiga project. - Action **Find issues by criteria** Searches the issues in a Leiga project matching a summary keyword, status types, field values or date ranges, and returns the matching issues. - Action **Get issue** Returns the full details of a Leiga issue, including its custom field values, by issue ID. - Action **Get project** Returns the details of a Leiga project by its ID. - Action **Get version** Returns the details of a Leiga version, including its name, status and release dates. - Action **List comments** Returns the comments on a Leiga issue or other item, including replies and attachments. - Action **List Issue Types** Returns the issue types (such as bug or task) available in a Leiga project. - Action **List projects** Returns all projects in your Leiga organization with their id, name, key and archived status. - Action **Update issue** Updates an existing Leiga issue's field values, such as its summary, description, status, priority, assignee or labels. - Action **Update project** Updates a Leiga project's overview fields, such as its name or start time. - 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 - [ **Leiga** Offering powerful features and flexible solutions, Leiga empowers agile teams to work, collaborate, improve...](https://apiant.ai/connections/leiga) - [ **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 Leiga - [ **Leiga to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leiga-to-salesforce) - [ **Leiga to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leiga-to-slack) - [ **Leiga to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leiga-to-mailchimp) - [ **Leiga to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leiga-to-stripe) - [ **Leiga to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/leiga-to-shopify) - [ **Leiga to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/leiga-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 ## Leiga and PandaDoc, answered ### ### What can start an automation from Leiga? Any of Leiga's 1 trigger in the catalog, including Updated Issue. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Leiga? 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 Leiga? Yes. When something happens in PandaDoc, your agent can act in Leiga too. This page covers both directions: PandaDoc's triggers and Leiga's actions are listed here as well. ### ### Do I have to build a connector for Leiga 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 Leiga 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.