Integration
Connect PandaDoc to ClickFunnels
When Document completed fires in PandaDoc, your agent runs Add contact in ClickFunnels. 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 ClickFunnels 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 can start in ClickFunnels
When Document completed in PandaDoc
then Add contact in ClickFunnels
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 ClickFunnels
Triggers and actions 3 triggers · 39 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 contact
Creates a new contact in a ClickFunnels workspace with their name, email, phone, social links, tags and custom attributes.
- Add product
Creates a new product in a ClickFunnels workspace, with its store visibility, SEO details, images, tags and variant properties.
- Add tag
Creates a new contact tag in a ClickFunnels workspace, which can then be applied to contacts.
- Apply Tag to Contact
Applies an existing contact tag to a ClickFunnels contact. Returns the applied tag record, including the tag and contact details.
- Delete contact
Deletes a ClickFunnels contact. The contact disappears from contact lists but can still be looked up by its id.
- Enroll a Contact Into a Course
Enrolls a ClickFunnels contact into a course, giving them access to its content, and returns the new enrollment.
- Get contact
Returns a single ClickFunnels contact by its id, including name, email, phone, tags, custom attributes and visit tracking details.
- Get order
Returns a single ClickFunnels order by its ID, including its customer, line items, billing and service status, and addresses.
- Get product
Returns a single ClickFunnels product, including its name, store visibility, variants, prices and tags.
- List contacts
Returns the identified contacts in a ClickFunnels workspace, optionally narrowed by email address, contact id, tag, active status or a saved contact filter.
- List courses
Returns the courses in a ClickFunnels workspace, with each course's title, description, publish date and settings.
- List forms
Returns the forms in a ClickFunnels workspace, with each form's id, public id, name and dates.
- List funnels
Returns the funnels in a ClickFunnels workspace, optionally filtered to specific funnel IDs.
- List orders
Returns the orders in a ClickFunnels workspace, optionally filtered by contact, order, order type, live/test mode or a saved order filter.
- List products
Returns the products in a ClickFunnels workspace, optionally filtered by product, store visibility, customer-center visibility or archived state.
- List tags
Returns the contact tags defined in a ClickFunnels workspace, optionally filtered by tag id or name.
- Remove Tag From Contact
Removes a tag from a ClickFunnels contact. Reports whether the tag was applied to the contact and removed.
- Search Contacts by Email or ID
Returns the contacts in a ClickFunnels workspace that match the email addresses or contact IDs you specify, with their names, phone, tags and custom attributes.
- Update contact
Updates an existing ClickFunnels contact's details, such as name, email, phone, social links, tags and custom attributes. Fields left blank are not changed.
- Update or Create Contact (By Email Address)
Updates the contact with the given email address in a ClickFunnels workspace, or creates a new contact if none exists with that email.
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 ClickFunnels, 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 ClickFunnels when something happens in PandaDoc?
Any of ClickFunnels's 20 actions, including Update contact, Update or Create Contact (By Email Address), Add contact and Add product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClickFunnels to PandaDoc?
ClickFunnels has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads ClickFunnels's API documentation and adds it.
Do I have to build a connector for PandaDoc or ClickFunnels?
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 ClickFunnels 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.