--- title: "Connect ManageEngine ServiceDesk Plus Cloud and PandaDoc - APIANT.ai" description: "When \"New Problem\" fires in ManageEngine ServiceDesk Plus Cloud, your agent runs \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-pandadoc" --- # Connect ManageEngine ServiceDesk Plus Cloud and PandaDoc When **New Problem** fires in [ManageEngine ServiceDesk Plus Cloud](https://apiant.ai/connections/manageengine-servicedesk-plus-cloud), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Add request task** in ManageEngine ServiceDesk Plus Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. ManageEngine ServiceDesk Plus Cloud **2** triggers ManageEngine ServiceDesk Plus Cloud **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 ManageEngine ServiceDesk Plus Cloud 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 ManageEngine ServiceDesk Plus Cloud and PandaDoc can do together ### From ManageEngine ServiceDesk Plus Cloud to PandaDoc - When **New Problem** in ManageEngine ServiceDesk Plus Cloud then **Create contact** in PandaDoc - When **Trigger** in ManageEngine ServiceDesk Plus Cloud then **Update contact** in PandaDoc ### From PandaDoc to ManageEngine ServiceDesk Plus Cloud - When **Document completed** in PandaDoc then **Add request task** in ManageEngine ServiceDesk Plus Cloud - When **Document updated** in PandaDoc then **Add request note** in ManageEngine ServiceDesk Plus Cloud 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 ManageEngine ServiceDesk Plus Cloud and PandaDoc ## Triggers and actions 5 triggers · 34 actions - Trigger **New Problem** Triggers when a new problem is created in ServiceDesk Plus Cloud. - Trigger **Trigger** Triggers when a request is created or updated in ServiceDesk Plus Cloud. - Action **Add problem** Creates a problem in ServiceDesk Plus Cloud with its title, classification, assignment and analysis details, and returns the new problem. - Action **Add request note** Adds a note to a ServiceDesk Plus request, optionally showing it to the requester or notifying the technician. - Action **Add request task** Adds a task to an existing request in ServiceDesk Plus Cloud. - Action **Add request worklog** Adds a worklog (time spent by a technician) to a ServiceDesk Plus request. - Action **Create Request** Creates a new request (ticket) in ServiceDesk Plus Cloud with a subject and any optional details, assignments and custom field values. - Action **Delete request** Deletes a request from ServiceDesk Plus Cloud. - Action **Find Request** Finds service desk requests whose chosen field matches a value, returning the matching requests. - Action **Get problem** Returns a single problem from ServiceDesk Plus Cloud by its id, including its custom field values. - Action **Get request** Returns a single service desk request by its id, including its custom field values. - Action **Get request note** Returns a single note on a ServiceDesk Plus request, including its text, visibility settings and author. - Action **Get request task** Returns a single task attached to a ServiceDesk Plus request, including its title, status, owner, schedule and user-defined fields. - Action **Get request worklog** Returns one worklog entry on a ServiceDesk Plus request, including its owner, time spent, start and end times, and charges. - Action **Invoke API Call** Calls any ServiceDesk Plus Cloud v3 API endpoint with the method, path and input data you choose, and returns the raw response. - Action **Update problem** Updates an existing problem in ServiceDesk Plus, changing only the fields you fill in. - Action **Update Request** Updates an existing request (ticket) in ServiceDesk Plus Cloud. Only the fields you fill in are changed. - 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 - [ **ManageEngine ServiceDesk Plus Cloud** ManageEngine ServiceDesk Plus is a ITIL® compliant comprehensive help desk software with integrated asset...](https://apiant.ai/connections/manageengine-servicedesk-plus-cloud) - [ **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 ManageEngine ServiceDesk Plus Cloud - [ **ManageEngine ServiceDesk Plus Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-salesforce) - [ **ManageEngine ServiceDesk Plus Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-slack) - [ **ManageEngine ServiceDesk Plus Cloud to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-stripe) - [ **ManageEngine ServiceDesk Plus Cloud to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-shopify) - [ **ManageEngine ServiceDesk Plus Cloud to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-quickbooks-online) - [ **ManageEngine ServiceDesk Plus Cloud to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/manageengine-servicedesk-plus-cloud-to-pipedrive) ## 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 ## ManageEngine ServiceDesk Plus Cloud and PandaDoc, answered ### ### What can start an automation from ManageEngine ServiceDesk Plus Cloud? Any of ManageEngine ServiceDesk Plus Cloud's 2 triggers in the catalog, including New Problem and Trigger. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in ManageEngine ServiceDesk Plus Cloud? 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 ManageEngine ServiceDesk Plus Cloud? Yes. When something happens in PandaDoc, your agent can act in ManageEngine ServiceDesk Plus Cloud too. This page covers both directions: PandaDoc's triggers and ManageEngine ServiceDesk Plus Cloud's actions are listed here as well. ### ### Do I have to build a connector for ManageEngine ServiceDesk Plus Cloud 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 ManageEngine ServiceDesk Plus Cloud 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.