Integration
Connect MoveitPro and PandaDoc
When New Client fires in MoveitPro, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Create Lead in MoveitPro. Describe the whole flow 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 MoveitPro and PandaDoc to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 MoveitPro and PandaDoc can do together
From MoveitPro to PandaDoc
When New Client in MoveitPro
then Create contact in PandaDoc
From PandaDoc to MoveitPro
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 MoveitPro and PandaDoc
Triggers and actions 9 triggers · 32 actions
- Job Closed Out
Triggers when a MoveitPro+ job is closed out.
- New Client
Triggers when a new customer is created in MoveitPro+.
- New Job
Triggers when a new job is booked in MoveitPro+.
- New Lead
Triggers when a new lead is created in MoveitPro+.
- New Payment
Triggers when a new payment transaction (charge, refund, void and so on) is recorded in MoveitPro+. Amounts are in cents.
- Saved Estimate
Triggers when an estimate is created or saved with changes in MoveitPro+.
- Add Note
Adds a staff note to a MoveitPro+ customer or estimate.
- Create Client
Creates a customer in MoveitPro+. Requires an API key with write scope and its HMAC secret.
- Create Lead
Creates a lead in MoveitPro+. Requires an API key with write scope and its HMAC secret.
- Create Task
Creates a CRM task in MoveitPro+, optionally tied to a customer or lead.
- Find Clients
Finds MoveitPro+ customers matching a name, email or phone and returns the matches.
- Get Client
Returns one MoveitPro+ customer by id, with name, contact details, status and move dates.
- Get Estimate
Returns one MoveitPro+ estimate by id, with its number, customer, status and total price.
- Get Job
Returns one MoveitPro+ job by id, with its estimate, customer and status.
- Get Lead
Returns one MoveitPro+ lead by id, with contact details and lead status.
- Log Activity
Logs a contact (call, email, text and so on) on a MoveitPro+ customer or lead.
- Update Client
Updates a MoveitPro+ customer; only the fields you fill in change.
- Update Lead
Updates a MoveitPro+ lead; only the fields you fill in change.
- Update Task
Updates a MoveitPro+ CRM task; only the fields you fill in change.
- Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates 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
MoveitPro and PandaDoc, answered
What can start an automation from MoveitPro?
Any of MoveitPro's 6 triggers in the catalog, including New Client, New Job, New Lead and New Payment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in MoveitPro?
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 MoveitPro?
Yes. When something happens in PandaDoc, your agent can act in MoveitPro too. This page covers both directions: PandaDoc's triggers and MoveitPro's actions are listed here as well.
Do I have to build a connector for MoveitPro 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 MoveitPro 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.