Integration
Connect PandaDoc to Goyzer
When Document completed fires in PandaDoc, your agent runs Add Lead in Goyzer. 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 Goyzer to do together?
Ask the assistant
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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Goyzer
When Document completed in PandaDoc
then Add Lead in Goyzer
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 Goyzer
Triggers and actions 3 triggers · 54 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 Lead
Creates a new lead (contact) in your Goyzer CRM with their name, phone, email and requirement, and reports whether the client already existed.
- List Agents
Returns the agents (sales and leasing staff) in your Goyzer account with their name, phone and email. Pass an agent ID to return just that agent.
- List Amenities
Returns the amenity records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Bedroom Options
Returns the bedroom option records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List budgets
Returns the budget options configured in Goyzer, optionally filtered by budget, unit type or requirement type.
- List Cities
Returns the city records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Communities
Returns the community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Companies
Returns the company records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Contact Methods
Returns the contact method records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Contact Types
Returns the contact type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Countries
Returns the country records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Districts
Returns the district records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Facilities
Returns the facility records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List fitting fixtures
Returns the fittings and fixtures defined in Goyzer, optionally limited to one fitting/fixture.
- List Lead Stages
Returns the lead stage records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Media Names
Returns the media name (lead source) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Media Types
Returns the media type (lead source type) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Nationalities
Returns the nationality records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Projects
Returns the project records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Properties
Returns the property records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List rent listings
Returns rental unit listings from Goyzer, optionally filtered by location, price, bedrooms and size.
- List Requirement Types
Returns the requirement type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List sales listings
Returns units listed for sale in Goyzer, filtered by price, bedrooms, location, area and property.
- List sold listings
Returns sold property listings from Goyzer, optionally filtered by bedrooms, price, location and size.
- List States
Returns the state records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Sub Communities
Returns the sub-community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Titles
Returns the title (Mr, Mrs, ...) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Unit Categories
Returns the unit category records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Unit Sub Types
Returns the unit sub-type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List Unit Views
Returns the unit view records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.
- List updated projects for sale
Returns the projects for sale that were recently updated in Goyzer, including whether each was deleted or published to the web.
- List updated units for lease
Returns the units for lease that have recently been updated in Goyzer, including whether each was deleted or is published to the web.
- List updated units for sale
Returns the units for sale that were recently added, changed or deleted in Goyzer.
- Update agent feedback rating
Updates the agent feedback rating and remarks on a Goyzer lead.
- Update direct marketing
Updates a contact's direct marketing preferences in Goyzer, identified by contact ID or 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
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 Goyzer
HubSpot to GoyzerHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to GoyzerSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to GoyzerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to GoyzerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to GoyzerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
PandaDoc and Goyzer, 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 Goyzer when something happens in PandaDoc?
Any of Goyzer's 35 actions, including List updated projects for sale, List updated units for lease, List updated units for sale and Update agent feedback rating. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Goyzer to PandaDoc?
Goyzer has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Goyzer's API documentation and adds it.
Do I have to build a connector for PandaDoc or Goyzer?
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 Goyzer 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.