--- title: "Connect OwnerRez and PandaDoc - APIANT.ai" description: "When \"New inquiry\" fires in OwnerRez, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Add message\" in OwnerRez." canonical: "https://apiant.ai/connect/ownerrez-to-pandadoc" --- # Connect OwnerRez and PandaDoc When **New inquiry** fires in [OwnerRez](https://apiant.ai/connections/ownerrez), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Add message** in OwnerRez. Describe the whole flow and it is built, tested on every scenario and kept running. OwnerRez **2** triggers OwnerRez **16** 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 OwnerRez 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 OwnerRez and PandaDoc can do together ### From OwnerRez to PandaDoc - When **New inquiry** in OwnerRez then **Create contact** in PandaDoc - When **New payment** in OwnerRez then **Update contact** in PandaDoc ### From PandaDoc to OwnerRez - When **Document completed** in PandaDoc then **Add message** in OwnerRez - When **Document updated** in PandaDoc then **Add guest** in OwnerRez 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 OwnerRez and PandaDoc ## Triggers and actions 5 triggers · 35 actions - Trigger **New inquiry** Triggers when a new inquiry is received in OwnerRez. - Trigger **New payment** Triggers when a new payment is recorded on a booking in OwnerRez. - Action **Add guest** Creates a new guest in OwnerRez with their name, contact details and marketing preferences. - Action **Add message** Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment. - Action **Add quote** Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email. - Action **Add Tag** Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez. - Action **Booking Lookup** Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values. - Action **Create Guest Updated Webhook Subscription** Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez. - Action **Delete guest** Removes a guest from your OwnerRez account. - Action **Guest Lookup** Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates. - Action **List bookings** Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time. - Action **List inquiries** Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date. - Action **List payments** Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date. - Action **List properties** Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method. - Action **Modify Booking** Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed. - Action **Property Lookup** Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values. - Action **Remove Tag** Removes a tag, by name, from an OwnerRez booking, guest, property or other record. - Action **Update guest** Updates an existing guest in OwnerRez, changing only the details you fill in. - 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 - [ **OwnerRez** OwnerRez is internationally recognized as a leader in the vacation rental industry for channel management...](https://apiant.ai/connections/ownerrez) - [ **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 OwnerRez - [ **OwnerRez to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ownerrez-to-salesforce) - [ **OwnerRez to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ownerrez-to-slack) - [ **OwnerRez to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ownerrez-to-stripe) - [ **OwnerRez to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ownerrez-to-shopify) - [ **OwnerRez to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ownerrez-to-quickbooks-online) - [ **OwnerRez to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ownerrez-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 ## OwnerRez and PandaDoc, answered ### ### What can start an automation from OwnerRez? Any of OwnerRez's 2 triggers in the catalog, including New inquiry 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 OwnerRez? 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 OwnerRez? Yes. When something happens in PandaDoc, your agent can act in OwnerRez too. This page covers both directions: PandaDoc's triggers and OwnerRez's actions are listed here as well. ### ### Do I have to build a connector for OwnerRez 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 OwnerRez 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.