Integration
Connect PandaDoc and Asana
When Document completed fires in PandaDoc, your agent runs Update task in Asana, or Completed task in project in Asana to Create contact in PandaDoc. 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 PandaDoc and Asana 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)Asana holds the work your team plans and tracks; PandaDoc holds the proposals and contracts that start or finish that work. Joining them means a signed document in PandaDoc can open the right task in an Asana project, and a completed task in Asana can push a document out for signature, with details like signer names and due dates carried across.
Example flows
What PandaDoc and Asana can do together
From PandaDoc to Asana
When Document completed in PandaDoc
then Update task in Asana
From Asana to PandaDoc
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 Asana
Triggers and actions 13 triggers · 43 actions
- 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.
- Completed task in project
Triggered when any task is completed in the selected project.
- New comment on task
Triggered when any new comment is made to the selected task.
- New or updated task in project
Triggered when any task is added or updated in the specified project in the specified workspace.
- New project in workspace
Triggered when a new project is added to the selected workspace.
- New story on task
Triggered when any new story is made to the selected task.
- New tag in workspace
Triggered when a new tag is added to the selected workspace.
- New task assigned to you in workspace
Triggered when a task is assigned to you in the selected workspace.
- New team in workspace
Triggered when a new team is added to the selected workspace.
- New user
Triggered when a new user is created.
- New workspace
Triggered when a new workspace is created.
- Add attachment
Upload an attachment to a task.
- Add tag to task
Adds an existing tag to a task.
- Add task to section
Moves a task into a section of a project.
- Associate task to project
Associates a newly created task to a specified project in the specified workspace.
- Complete task
Marks a task as completed.
- Create new comment
Creates a new comment on the specified task.
- Create new project
Creates a new project in the specified workspace.
- Create new task
Creates a new task in a workspace or project.
- Create section in project
Creates a new section within a project.
- Create subtask
Creates a subtask under an existing parent task.
- Delete comment
Delete a comment (story) by gid.
- Delete project
Delete a project by gid.
- Delete task
Permanently deletes a task.
- Duplicate task
Creates a copy of an existing task.
- Find tasks in project
Returns the tasks belonging to a project.
- Get project
Fetch a single project by its gid.
- Get task by ID
Returns a single task's details by its ID.
- Get user
Fetch a single user by gid (or 'me').
- List attachments
List attachments on a task.
- List projects
List projects in a workspace, optionally filtered by team.
- List users
List users in a workspace.
- Remove tag from task
Removes a tag from a task.
- Update project
Update a project's fields (name, notes, due date, etc).
- Update task
Updates an existing task's fields.
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
PandaDoc and Asana, answered
Can a signed PandaDoc document land in a specific Asana project and section?
Yes. The document completed trigger in PandaDoc can create a new task in the Asana project you name, then add that task to a section such as Kickoff. You can also pull the document details first so the signer and deal name go into the task.
What can Asana send back to PandaDoc?
A completed task, a new task assigned to you, or an updated task in a project can create a document from a PandaDoc template, send a draft document, or create a contact. The agent tests every scenario before it runs on live work.
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 Asana when something happens in PandaDoc?
Any of Asana's 24 actions, including Create new comment, Update task, Create new project and Create new task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Asana to PandaDoc?
Yes. When something happens in Asana, your agent can act in PandaDoc too. This page covers both directions: Asana's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Asana?
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 Asana 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.