Integration
Connect PandaDoc and Bread & Butter
When Document completed fires in PandaDoc, your agent runs Add contact us submission in Bread & Butter, or New Authentication in Bread & Butter 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 Bread & Butter to do together?
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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)Example flows
What PandaDoc and Bread & Butter can do together
From PandaDoc to Bread & Butter
When Document completed in PandaDoc
then Add contact us submission in Bread & Butter
From Bread & Butter 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 Bread & Butter
Triggers and actions 9 triggers · 42 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.
- New Authentication
Triggers every time a user signs in.
- New Contact Us Submission
Triggers when a user submits the Contact Us tool.
- New Custom Fields
Triggers when a user submits the Custom Fields for Registration.
- New Custom User Event
Triggers when a user subscribes to custom events, selected in the triggers section below.
- New Email Captured
Triggers when a user enters their email address, or signs in with SSO for the first time.
- New Profile Verified
Triggers when a user signs in for the first time.
- Add contact us submission
Records a Contact Us submission from a visitor's device in a Bread & Butter app.
- Add event
Records an event (such as a page view or custom event code) for a device in a Bread & Butter app.
- Add form submission
Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields.
- Add lead list
Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote.
- Add tag
Creates a new tag in a Bread & Butter app.
- Add user custom values
Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app.
- Create custom event definition
Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to.
- Create webhook
Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription.
- Delete tag
Deletes a tag from a Bread & Butter app.
- Get credit balance
Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments.
- Get device profile
Returns the sign-in options and the visitor's profile state for one registered device.
- Get lead list
Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage.
- Identify user
Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name.
- List app triggers
Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state.
- List custom event definitions
Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones.
- List Events
Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range.
- List lead lists
Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage.
- List tags
Returns every tag defined in a Bread & Butter app, with each tag's id and name.
- List user events
Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app.
- List users
Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state.
- List user sessions
Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count.
- Record external authentication
Records that a visitor signed in through your own login system, linking their device to the user with that email address.
- Update user lead status
Updates a user's lead status in a Bread & Butter app by setting their lead status rank.
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
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Questions
PandaDoc and Bread & Butter, 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 Bread & Butter when something happens in PandaDoc?
Any of Bread & Butter's 23 actions, including Create custom event definition, Create webhook, Update user lead status and Add contact us submission. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Bread & Butter to PandaDoc?
Yes. When something happens in Bread & Butter, your agent can act in PandaDoc too. This page covers both directions: Bread & Butter's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Bread & Butter?
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 Bread & Butter 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.