Integration
Connect OpenAI and PandaDoc
When New file fires in OpenAI, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Send model a message in OpenAI. 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 OpenAI 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)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)Connecting OpenAI and PandaDoc lets the text you sign and the text you generate move together. Completed or updated PandaDoc documents can hand their field values to OpenAI for a summary, a draft note or an embedding, and new files or videos in OpenAI can point back at the right PandaDoc document or start one from a template.
Example flows
What OpenAI and PandaDoc can do together
From OpenAI to PandaDoc
When New file in OpenAI
then Create contact in PandaDoc
From PandaDoc to OpenAI
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 OpenAI and PandaDoc
Triggers and actions 8 triggers · 88 actions
- New batch
List your organization's batches.
- New file
Returns a list of files.
- New model
Lists the currently available models.
- New vector store
Returns a list of vector stores.
- New video
List recently generated videos for the current project.
- Cancel batch
Cancels an in-progress batch.
- Cancel run
Cancels a run that is in_progress.
- Cancel vector store file batch
Cancel a vector store file batch.
- Content moderation
Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
- Count input tokens
Returns input token counts of the request.
- Create assistant
Create an assistant with a model and instructions.
- Create chat completion
Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
- Create completion
Creates a completion for the provided prompt and parameters.
- Create embedding
Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
- Create message
Create a message.
- Create run
Create a run.
- Creates and executes a batch from an uploaded file of requests
Creates and executes a batch from an uploaded file of requests
- Create thread
Create a thread.
- Create thread and run
Create a thread and run it in one request.
- Create vector store
Create a vector store.
- Create vector store file
Create a vector store file by attaching a File to a vector store.
- Create vector store file batch
Create a vector store file batch.
- Create video edit job
Create a new video generation job by editing a source or existing generated video.
- Create video extension
Create an extension of a completed video.
- Create video generation job
Create a new video generation job from a prompt and optional reference assets.
- Create video remix
Create a remix of a completed video using a refreshed prompt.
- Delete assistant
Delete an assistant.
- Delete eval run
Delete an eval run.
- Delete file
Delete a file and remove it from all vector stores.
- Delete message
Deletes a message.
- Delete thread
Delete a thread.
- Delete vector store
Delete a vector store.
- Delete vector store file
Delete a vector store file (removes from store, file itself not deleted).
- Delete video
Permanently delete a completed or failed video and its stored assets.
- Download video content
Download the generated video bytes or a derived preview asset.
- Edit image
Creates an edited or extended image given one or more source images and a prompt.
- Generate image
Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
- Generate speech
Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
- Get assistant
Retrieves an assistant.
- Get batch
Retrieves a batch.
- Get file
Returns information about a specific file.
- Get file content
Returns the contents of the specified file.
- Get message
Retrieve a message.
- Get model
Retrieves a model instance.
- Get run
Retrieves a run.
- Get run step
Retrieves a run step.
- Get thread
Retrieves a thread.
- Get vector store
Retrieves a vector store.
- Get vector store file
Retrieves a vector store file.
- Get vector store file batch
Retrieves a vector store file batch.
- Get vector store file content
Retrieve the parsed contents of a vector store file.
- Get video
Fetch the latest metadata for a generated video.
- List conversation items
List all items for a conversation with the given ID.
- List files
Lists files that have been uploaded to your OpenAI account.
- List messages
Returns a list of messages for a given thread.
- List models
Lists the models currently available to your account.
- List runs
Returns a list of runs belonging to a thread.
- List run steps
Returns a list of run steps belonging to a run.
- List vector store file batch files
Returns a list of vector store files in a batch.
- List vector store files
Returns a list of vector store files.
- OpenAI agent message
Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
- Retrieve response
Retrieves a previously created model response by its Response ID.
- Search vector store
Search a vector store for relevant chunks based on a query and filter.
- Send model a message
Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
- Submit tool outputs to run
Submit tool outputs when a run requires action.
- Transcribe audio
Transcribes audio into the input language.
- Translate audio
Translates audio into English.
- Update assistant
Modifies an assistant.
- Update message
Modifies a message.
- Update run
Modifies a run.
- Update thread
Modifies a thread.
- Update vector store
Modifies a vector store.
- Update vector store file attributes
Update attributes on a vector store file.
- Upload file
Upload a file that can be used across various endpoints.
- 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
OpenAI and PandaDoc, answered
Can the agent read the fields a signer filled in before calling OpenAI?
Yes. PandaDoc has a Get document entered data action that returns the field and token names and values for a document, and those values can be passed straight into an OpenAI action such as Create chat completion or Send model a message.
Does the PandaDoc side wait for polling, or can it fire right away?
Both are available: Document completed (instant) registers a PandaDoc webhook, while Document completed and Document updated are polling triggers. The agent tests every scenario with the trigger you choose before it goes live.
What can start an automation from OpenAI?
Any of OpenAI's 5 triggers in the catalog, including New file, New video, New batch and New model. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in OpenAI?
Any of PandaDoc's 19 actions, including Create document from template, Find document by name, Get document entered data and Create contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PandaDoc to OpenAI?
Yes. When something happens in PandaDoc, your agent can act in OpenAI too. This page covers both directions: PandaDoc's triggers and OpenAI's actions are listed here as well.
Do I have to build a connector for OpenAI 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 OpenAI 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.