Integration
Connect PandaDoc to Insightly
When something happens in PandaDoc, your agent does the next thing in Insightly. 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 Insightly 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 Insightly
When Document completed in PandaDoc
then Add contact to organisation in Insightly
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 Insightly
Triggers and actions 3 triggers · 52 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 to organisation
Link a contact to an organisation by updating the contact's ORGANISATION_ID.
- Create contact
Create a new contact in Insightly.
- Create event
Create a new calendar event in Insightly.
- Create lead
Create a new lead in Insightly.
- Create note
Create a new note in Insightly.
- Create opportunity
Create a new opportunity in Insightly.
- Create organisation
Create a new organisation in Insightly.
- Create project
Create a new project in Insightly.
- Create task
Create a new task in Insightly.
- Delete contact
Delete a contact by its CONTACT_ID.
- Delete lead
Delete a lead by its LEAD_ID.
- Delete opportunity
Delete an opportunity by its OPPORTUNITY_ID.
- Delete organisation
Delete an organisation by its ORGANISATION_ID.
- Get contact
Retrieve a single contact by its CONTACT_ID.
- Get event
Retrieves a single Insightly calendar event by its id, including its custom field values and links.
- Get lead
Retrieve a single lead by its LEAD_ID.
- Get note
Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.
- Get opportunity
Retrieve a single opportunity by its OPPORTUNITY_ID.
- Get organisation
Retrieve a single organisation by its ORGANISATION_ID.
- Get project
Retrieve a single project by its PROJECT_ID.
- Get task
Retrieve a single task by its TASK_ID.
- List leads
List leads (paged).
- List opportunities
List opportunities (paged).
- List organisations
List organisations (paged).
- List projects
List projects (paged).
- List tasks
List tasks (paged).
- List users
List Insightly users (useful for resolving owner/responsible user IDs).
- Search contacts
Search contacts by a single field value (e.g. email_address).
- Update contact
Update an existing contact in Insightly.
- Update lead
Update an existing lead in Insightly.
- Update opportunity
Update an existing opportunity in Insightly.
- Update organisation
Update an existing organisation in Insightly.
- Update task
Update an existing task in Insightly.
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 Insightly, 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 Insightly when something happens in PandaDoc?
Any of Insightly's 33 actions, including Create contact, Create event, Create lead and Create note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Insightly to PandaDoc?
Insightly has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Insightly's API documentation and adds it.
Do I have to build a connector for PandaDoc or Insightly?
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.