--- title: "Connect PandaDoc to Beebole - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Add task\" in Beebole." canonical: "https://apiant.ai/connect/pandadoc-to-beebole" --- # Connect PandaDoc to Beebole When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Add task** in [Beebole](https://apiant.ai/connections/beebole). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions Beebole **27** 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 Beebole 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 Beebole - When **Document completed** in PandaDoc then **Add task** in Beebole - When **Document updated** in PandaDoc then **Create Project** in Beebole 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 Beebole ## Triggers and actions 3 triggers · 46 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 expense** GraphQL mutation addExpenseRecord(date, expenseTypeId, value, currency, personId, projectId, comment); one of personId/projectId required. - Action **Add task** GraphQL mutation to create a task (Tasks section of Mutations docs) - Action **Approve timesheet** GraphQL mutation approveTimesheet(id = submit event id). - Action **Create Multiple Time Entries** Create a time entry on multiple days (working time or absence) - Action **Create Person** Creates a new person (available license is required) - Action **Create Project** Create a new project - Action **Create Subproject** Create a new subproject - Action **Create Time Entry** Create a new time entry (work or absence) - Action **Deactivate Subproject** Mark a subprojects as inactive - Action **Delete expense** GraphQL mutation deleteExpenseRecord(id). - Action **Delete Multiple Time Entries** Delete time entries on multiple days (working time or absence) - Action **Find Absence** Find absence (to get absence ID) - Action **Find Company** Find company id from name - Action **Find expenses** GraphQL expense record queries (Expense records section of Queries docs) with filter. - Action **Find Group** Find a group in Beebole. It returns the group name with slashes (/) separating the upper levels - Action **Find Person** Find person by name - Action **Find Project** Finds a project in the system with or without pattern - Action **Find Subroject** Finds a subproject by name - Action **Find tasks** GraphQL queries getTasks/getTask(id) with filter, archived, categoryId. - Action **Find Time Entries** GraphQL query getTimeRecords with typed filter (person, project, task, date range) - Action **Get Pending Approvals** Get list of managers with pending approvals. - Action **List Untimed Employees** Lists active people who have no worked-time entries between the start and end times. - Action **Reject timesheet** GraphQL mutation rejectTimesheet(id, stage, comment). - Action **Run Report** Get data from existing time entries - Action **Submit timesheet** GraphQL mutation submitTimesheet(personId, startTime, endTime); returns approval event id. - Action **Update Company** Update company name - Action **Update Time Entry** ## 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) - [ **Beebole** Beebole is a project time tracking software for keeping track of your team’s time, billable hours, cost, and...](https://apiant.ai/connections/beebole) 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 Beebole - [ **HubSpot to Beebole** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-beebole) - [ **Salesforce to Beebole** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-beebole) - [ **Slack to Beebole** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-beebole) - [ **Google Sheets to Beebole** Google Sheets](https://apiant.ai/connect/google-sheets-to-beebole) - [ **Gmail to Beebole** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-beebole) - [ **Google Calendar to Beebole** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-beebole) Questions ## PandaDoc and Beebole, 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 Beebole when something happens in PandaDoc? Any of Beebole's 27 actions, including Create Multiple Time Entries, Create Person, Create Project and Create Subproject. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Beebole to PandaDoc? Beebole has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Beebole's API documentation and adds it. ### ### Do I have to build a connector for PandaDoc or Beebole? 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 Beebole 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.