--- title: "Connect PandaDoc to Arcgis Online - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Add item\" in Arcgis Online." canonical: "https://apiant.ai/connect/pandadoc-to-arcgis-online" --- # Connect PandaDoc to Arcgis Online When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Add item** in [Arcgis Online](https://apiant.ai/connections/arcgis-online). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions Arcgis Online **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PandaDoc and Arcgis Online 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 PandaDoc can start in Arcgis Online - When **Document completed** in PandaDoc then **Add item** in Arcgis Online - When **Document updated** in PandaDoc then **Update item** in Arcgis Online 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 PandaDoc and Arcgis Online ## Triggers and actions 3 triggers · 33 actions - 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. - Action **Add features** Adds one or more features (or table records) to an ArcGIS feature layer and returns the result for each added feature. - Action **Add folder** Creates a folder in a user's ArcGIS Online content space for organizing items. - Action **Add group** Creates a new group in your ArcGIS Online organization. You become the group's owner. - Action **Add item** Adds a new item (a URL, web map, app or JSON text content) to an ArcGIS Online user's content. - Action **Delete features** Deletes features from an ArcGIS feature layer or table, selected by object IDs, a where clause, or a spatial filter. - Action **Delete item** Deletes an item from a user's ArcGIS Online content, moving it to the recycle bin where supported or deleting it permanently. - Action **Find features** Finds features or table records in an ArcGIS feature layer that match a where clause, object IDs or a spatial filter, and returns them with their attributes and geometry. - Action **Find items** Searches ArcGIS Online for content items you can access, by keyword, bounding box, filter or category, and returns the matching items. - Action **Get item** Returns the details of an ArcGIS Online item, such as its title, type, owner, tags and sharing access. - Action **Get user** Returns an ArcGIS Online user's profile, including email, role, privileges, and the groups they belong to. - Action **List folders** Returns the folders in an ArcGIS Online user's content, with each folder's id and title. - Action **Share item** Shares an item you own with the public, your organization, and/or specific groups. - Action **Update features** Updates existing features or table records in an ArcGIS feature layer, returning a success result for each feature. - Action **Update item** Updates an existing ArcGIS Online item's details, such as its title, description, tags, URL or text content. Only the values you fill in are changed. ## Each app on its own - [ **PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connections/pandadoc) - [ **Arcgis Online** Cloud GIS platform for mapping, geocoding, routing, and spatial data hosting and analysis.](https://apiant.ai/connections/arcgis-online) Reviews ## What our customers say ## More from PandaDoc - [ **PandaDoc to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pandadoc-to-salesforce) - [ **PandaDoc to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pandadoc-to-stripe) - [ **PandaDoc to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pandadoc-to-shopify) - [ **PandaDoc to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pandadoc-to-quickbooks-online) - [ **PandaDoc to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pandadoc-to-pipedrive) - [ **PandaDoc to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pandadoc-to-trello) ## More into Arcgis Online - [ **HubSpot to Arcgis Online** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-arcgis-online) - [ **Salesforce to Arcgis Online** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-arcgis-online) - [ **Slack to Arcgis Online** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-arcgis-online) - [ **Google Sheets to Arcgis Online** Google Sheets](https://apiant.ai/connect/google-sheets-to-arcgis-online) - [ **Gmail to Arcgis Online** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-arcgis-online) - [ **Google Calendar to Arcgis Online** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-arcgis-online) Questions ## PandaDoc and Arcgis Online, answered ### ### What can start an automation from PandaDoc? Any of PandaDoc's 3 triggers in the catalog, including Document completed, Document completed (instant) and Document updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Arcgis Online when something happens in PandaDoc? Any of Arcgis Online's 14 actions, including Update features, Update item, Add features and Add folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Arcgis Online to PandaDoc? Arcgis Online has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Arcgis Online's API documentation and adds it. ### ### Do I have to build a connector for PandaDoc or Arcgis Online? 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 PandaDoc and Arcgis Online 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.