--- title: "Connect Openlayer and PandaDoc - APIANT.ai" description: "When \"New Project\" fires in Openlayer, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Publish Record\" in Openlayer." canonical: "https://apiant.ai/connect/openlayer-to-pandadoc" --- # Connect Openlayer and PandaDoc When **New Project** fires in [Openlayer](https://apiant.ai/connections/openlayer), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Publish Record** in Openlayer. Describe the whole flow and it is built, tested on every scenario and kept running. Openlayer **2** triggers Openlayer **22** 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 Openlayer 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 Openlayer and PandaDoc can do together ### From Openlayer to PandaDoc - When **New Project** in Openlayer then **Create contact** in PandaDoc - When **New Test Result** in Openlayer then **Update contact** in PandaDoc ### From PandaDoc to Openlayer - When **Document completed** in PandaDoc then **Publish Record** in Openlayer - When **Document updated** in PandaDoc then **Create Project** in Openlayer 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 Openlayer and PandaDoc ## Triggers and actions 5 triggers ยท 41 actions - Trigger **New Project** Triggers when a new project is created in your Openlayer workspace. - Trigger **New Test Result** Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests. - Action **Create Data Source** Creates a new data source in a project for streaming production data to Openlayer. - Action **Create Project** Creates a new AI or ML project in your Openlayer workspace. - Action **Create Test** Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts. - Action **Delete Inference Pipeline** Delete an inference pipeline by its ID. - Action **Delete Project** Delete a project by its ID. - Action **Delete Test** Delete a test by its ID. - Action **Evaluate Test** Evaluates a test for a specific time range. Use after publishing records to get immediate results. - Action **Find Data Source** Finds a data source (inference pipeline) by name in a project. - Action **Find Project** Finds a project by name in your Openlayer workspace. - Action **Find Test Result** Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result. - Action **Get Inference Pipeline** Retrieve the details around a specific inference pipeline. - Action **Get Project** Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id. - Action **Get Test** Retrieve a test by ID. - Action **Get Test Result** Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one. - Action **List Inference Pipelines** List the authenticated user's inference pipelines under a project. - Action **List Projects** Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects. - Action **List Test Results** List all results for a test/goal under an inference pipeline. - Action **List Tests** Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests. - Action **Publish Record** Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer. - Action **Update Inference Pipeline** Update an inference pipeline. - Action **Update Project** Update a project. - Action **Update Test** Update a test (partial updates allowed). - 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 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 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 - [ **Openlayer** Openlayer is a platform for monitoring, evaluating, and testing AI and ML models in production.](https://apiant.ai/connections/openlayer) - [ **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 Openlayer - [ **Openlayer to Astroworld** Astroworld serves reference data about the game Minecraft.](https://apiant.ai/connect/openlayer-to-astroworld) - [ **Openlayer to Byabbe** Seach histories from wikipedia for a particular day](https://apiant.ai/connect/openlayer-to-byabbe) - [ **Openlayer to Cliniko** Cliniko is a practice management platform โ€” manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connect/openlayer-to-cliniko) - [ **Openlayer to Enrich CRM** Enrich CRM helps you perform real-time contact and company enrichment.](https://apiant.ai/connect/openlayer-to-enrich-crm) - [ **Openlayer to Evervault** Evervault provides secure encryption infrastructure for developers.](https://apiant.ai/connect/openlayer-to-evervault) - [ **Openlayer to Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/openlayer-to-postman) ## 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 โ€” 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 ## Openlayer and PandaDoc, answered ### ### What can start an automation from Openlayer? Any of Openlayer's 2 triggers in the catalog, including New Project and New Test Result. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Openlayer? 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 Openlayer? Yes. When something happens in PandaDoc, your agent can act in Openlayer too. This page covers both directions: PandaDoc's triggers and Openlayer's actions are listed here as well. ### ### Do I have to build a connector for Openlayer 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 Openlayer 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.