Integration
Connect PandaDoc to Call Rounded
When something happens in PandaDoc, your agent does the next thing in Call Rounded. Describe it 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 Call Rounded to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 can start in Call Rounded
When Document completed in PandaDoc
then Add agent in Call Rounded
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 Call Rounded
Triggers and actions 3 triggers · 28 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.
- Add agent
Create a voice agent.
- Add post-call question
Adds one post-call question to a Rounded agent. Post-call questions collect structured answers (text, yes/no, number, single or multiple choice) from each call after it ends.
- Delete agent
Permanently deletes a Rounded agent and all its configuration.
- Delete post-call question
Delete (or deactivate) a post-call question on a Rounded agent so its responses stop being generated in post-call analysis.
- Deploy agent
Deploys a specific configuration version, or the latest draft, of a Rounded agent so it becomes the live configuration for the agent's phone and web calls.
- Get agent
Retrieve the configuration of a Rounded agent by its ID, optionally at a specific configuration version.
- List agent versions
Lists all configuration versions (draft and published) of a Rounded agent.
- Update agent
Update agent.
- Update post-call question
Updates an existing post-call question on a Rounded agent. Rounded only applies changes to the question's description (prompt); name and type must still be supplied.
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
More from PandaDoc
PandaDoc to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PandaDoc to StripeStripe is a payment processing platform for online businesses.
PandaDoc to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
PandaDoc to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
PandaDoc to PipedrivePipedrive is a sales CRM and pipeline management tool.
PandaDoc to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Call Rounded
HubSpot to Call RoundedHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to Call RoundedSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Call RoundedGoogle Sheets
Gmail to Call RoundedGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Call RoundedGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
PandaDoc and Call Rounded, 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 Call Rounded when something happens in PandaDoc?
Any of Call Rounded's 9 actions, including Update agent, Update post-call question, Add agent and Add post-call question. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Call Rounded to PandaDoc?
Call Rounded has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Call Rounded's API documentation and adds it.
Do I have to build a connector for PandaDoc or Call Rounded?
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.
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.