Integration
Connect MailUp and PandaDoc
When something happens in MailUp or PandaDoc, your agent does the next thing in the other. Describe it 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 MailUp and PandaDoc to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)Example flows
What MailUp and PandaDoc can do together
From MailUp to PandaDoc
When New Email Message in List in MailUp
then Create contact in PandaDoc
When New Group in MailUp
then Create document from template in PandaDoc
From PandaDoc to MailUp
When Document completed in PandaDoc
then Add list in MailUp
When Document updated in PandaDoc
then Add Recipient to Group in MailUp
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 MailUp and PandaDoc
Triggers and actions 7 triggers ยท 44 actions
Trigger
New Email Message in ListA new email message was created in the list. MailUp is a multi-list environment and messages are list-specific.
Trigger
New GroupNew group added to the specified list. MailUp is a multi-list environment and groups are list-specific.
Trigger
New Recipient SubscribedThere is a new subscriber in the specified list. MailUp is a multi-list environment.
Trigger
New Recipient UnsubscribedA recipient unsubscribed from the specified list. MailUp is a multi-list environment.
Action
Add listCreate a new list. POST Console/List
Action
Add Recipient to GroupAdd recipient to the specified group on the list.
Action
Add Recipient to ListAdds a new recipient to the specified list as a subscriber.
Action
Create New Email MessageCreate a new email message on the specified list.
Action
Create New GroupAdd a new group to the specified list. MailUp is a multi-list environment.
Action
Delete email messageDelete an email message. DELETE Console/List/{id_List}/Email/{id_Message}
Action
Delete groupDelete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group}
Action
Delete listDelete a list. DELETE Console/List/{id_List}
Action
Get email messageRetrieve email message details. GET Console/List/{id_List}/Email/{id_Message}
Action
Get listRetrieve list details by id. GET Console/List/{id_List}
Action
List email messagesRetrieve email messages of a list. GET Console/List/{id_List}/Emails
Action
List Email Message Sendingslists the sendings (send tasks, with recipients count and status) created for an email message.
Action
List Group RecipientsLists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields.
Action
List groupsRetrieve groups of a list. GET Console/List/{id_List}/Groups
Action
List listsRetrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc
Action
List subscribed recipientsRetrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed
Action
Remove recipient from groupUnsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient}
Action
Remove Recipient From ListThis method unsubscribe the given recipient from the specified list.
Action
Send Message to Email AddressSends the specified message (previously created in MailUp in the specified List) to the email address specified.
Action
Send Message to GroupSend a message to a predefined group in the specified list.
Action
Send message to listSend an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send
Action
Unsubscribe recipient from listUnsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient}
Action
Update email messageModify an email message. PUT Console/List/{id_List}/Email/{id_Message}
Action
Update groupModify a group in a list. PUT Console/List/{id_List}/Group/{id_Group}
Action
Update listModify details of a list. PUT Console/List/{id_List}
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates 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
MailUp and PandaDoc, answered
What can start an automation from MailUp?
Any of MailUp's 4 triggers in the catalog, including New Email Message in List, New Group, New Recipient Subscribed and New Recipient Unsubscribed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in MailUp?
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 MailUp?
Yes. When something happens in PandaDoc, your agent can act in MailUp too. This page covers both directions: PandaDoc's triggers and MailUp's actions are listed here as well.
Do I have to build a connector for MailUp 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.
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.