--- title: "Connect PandaDoc to Duda - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Update collection row\" in Duda." canonical: "https://apiant.ai/connect/pandadoc-to-duda" --- # Connect PandaDoc to Duda When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Update collection row** in [Duda](https://apiant.ai/connections/duda). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions Duda **19** 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 Duda 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 Duda - When **Document completed** in PandaDoc then **Update collection row** in Duda - When **Document updated** in PandaDoc then **Create a Blog Post** in Duda 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 Duda ## Triggers and actions 3 triggers · 38 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 **Create a Blog Post** Creates a blog post on a Duda site's existing blog. The post is added as a draft and must be published before it appears on the live site. - Action **Create a Client** Creates a new client (customer) account in your Duda partner account. Duda does not email the client when the account is created. - Action **Create store product** Creates a product in a site's Duda native store. - Action **Delete account** Permanently deletes a Duda customer or staff account. - Action **Delete blog post** Deletes a blog post from a Duda site's blog. - Action **Delete site** Permanently deletes a Duda site and cancels its subscriptions. - Action **Get account** Returns the details of a Duda customer or staff account, such as its name, email, type, language and status. - Action **Get blog post** Returns one blog post from a Duda site, including its title, author, status, tags, images and publish dates. - Action **Get site** Returns the details of a Duda site, including its domains, publish status, business info and SEO settings. - Action **List blog posts** Returns the blog posts on a Duda site, with each post's title, author, status, path, tags, images and dates. - Action **List orders** Returns the orders placed in a site's native eCommerce store, optionally filtered by creation date and sorted. - Action **List sites** Returns the sites in your Duda account, optionally filtered by label, publish status, creation date or last published date, and sorted. - Action **Publish blog post** Publishes a draft blog post on a Duda site so it appears on the live site. - Action **Publish site** Publishes a Duda site so it goes live, and starts its subscription. - Action **Update account** Updates an existing Duda customer or staff account's name details, email, company, language and access status. The account's name and type can't be changed. - Action **Update blog post** Updates an existing blog post on a Duda site, changing only the details you fill in, such as its title, description, author, images, tags, URL path, SEO settings or publish dates. - Action **Update collection row** Updates the fields you supply on an existing row of a site's collection; fields you leave out keep their current values. - Action **Update Content Library** Updates the business information, primary location, images and texts in a Duda site's content library. Only the parts you send change; publish the content library to put the changes on the live site. - Action **Update site** Updates the properties of an existing Duda site, such as its domain, language, SEO settings, labels, tracking IDs and editor type. Only the fields you fill in are changed. ## 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) - [ **Duda** Duda is a website builder platform for web professionals and digital marketing agencies.](https://apiant.ai/connections/duda) 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 Duda - [ **HubSpot to Duda** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-duda) - [ **Salesforce to Duda** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-duda) - [ **Slack to Duda** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-duda) - [ **Google Sheets to Duda** Google Sheets](https://apiant.ai/connect/google-sheets-to-duda) - [ **Gmail to Duda** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-duda) - [ **Google Calendar to Duda** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-duda) Questions ## PandaDoc and Duda, 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 Duda when something happens in PandaDoc? Any of Duda's 19 actions, including Create a Blog Post, Create a Client, Create store product and Update account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Duda to PandaDoc? Duda has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Duda's API documentation and adds it. ### ### Do I have to build a connector for PandaDoc or Duda? 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 Duda 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.