--- title: "Connect MySQL and PandaDoc - APIANT.ai" description: "When \"New or Updated Row\" fires in MySQL, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Add Row\" in MySQL." canonical: "https://apiant.ai/connect/mysql-to-pandadoc" --- # Connect MySQL and PandaDoc When **New or Updated Row** fires in [MySQL](https://apiant.ai/connections/mysql), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Add Row** in MySQL. Describe the whole flow and it is built, tested on every scenario and kept running. MySQL **4** triggers MySQL **6** 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 MySQL 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) PandaDoc holds your quotes, proposals and signed agreements, while MySQL holds the customer and order records your team reports on. Joining them means a completed PandaDoc document can write its signer details and field values straight into your tables, and a new row in MySQL can start the document your team needs to send. Example flows ## What MySQL and PandaDoc can do together ### From MySQL to PandaDoc - When **New or Updated Row** in MySQL then **Create contact** in PandaDoc - When **New Row** in MySQL then **Update contact** in PandaDoc ### From PandaDoc to MySQL - When **Document completed** in PandaDoc then **Add Row** in MySQL - When **Document updated** in PandaDoc then **Update Row** in MySQL 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 MySQL and PandaDoc ## Triggers and actions 7 triggers · 25 actions - Trigger **New or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected MySQL database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected MySQL database. - Action **Add Row** Adds a new row. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Finds a row in a table via a lookup column. - Action **Find Rows via Custom Query** Run an author-written SELECT against the connected MySQL database and return every row it produced. Mirrors PostgreSQL 715ae2ac, SQL Server 8e0bbb5d and Oracle 2c308e4d; MySQL placeholder style is ?. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected MySQL database and returns the first row it matches. - Action **Update Row** Updates an existing row. - 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 - [ **MySQL** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connections/mysql) - [ **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 MySQL - [ **MySQL to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mysql-to-salesforce) - [ **MySQL to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mysql-to-mailchimp) - [ **MySQL to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mysql-to-quickbooks-online) - [ **MySQL to ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/mysql-to-activecampaign) - [ **MySQL to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/mysql-to-trello) - [ **MySQL to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/mysql-to-sendgrid) ## 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 ## MySQL and PandaDoc, answered ### ### Can a document start from data already in MySQL? Yes. A new row, or a row returned by a SELECT you write, can trigger Create document from template in PandaDoc with recipients, tokens and pricing values from that row. You can follow it with Send document so the recipient gets it. ### ### How do we avoid writing rows for customers we do not have yet? Use Find Row in MySQL after the PandaDoc trigger and act only when a matching row comes back, updating it with Update Row. The agent tests every scenario, including the case where no matching row exists, before it goes live. ### ### What can start an automation from MySQL? Any of MySQL's 4 triggers in the catalog, including New or Updated Row, New or Updated Row (Custom Query), New Row and New Table. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in MySQL? Any of PandaDoc's 19 actions, including Create contact, Create document from template, Get document entered data and Create document link. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PandaDoc to MySQL? Yes. When something happens in PandaDoc, your agent can act in MySQL too. This page covers both directions: PandaDoc's triggers and MySQL's actions are listed here as well. ### ### Do I have to build a connector for MySQL 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 MySQL 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.