--- title: "Connect PandaDoc to JobTread - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Create Customer\" in JobTread." canonical: "https://apiant.ai/connect/pandadoc-to-jobtread" --- # Connect PandaDoc to JobTread When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Create Customer** in [JobTread](https://apiant.ai/connections/jobtread). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions JobTread **20** 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 JobTread 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 JobTread - When **Document completed** in PandaDoc then **Create Customer** in JobTread - When **Document updated** in PandaDoc then **Create Customer Contact** in JobTread 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 JobTread ## Triggers and actions 3 triggers · 39 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 **Assign Access** Grants a team member access to a JobTread record such as a job, so they can see and work on it. - Action **Create Comment** Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment. - Action **Create Customer** Creates a new customer account in your JobTread organization. - Action **Create Customer Contact** Creates a contact person on a JobTread customer account. - Action **Create Job** Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields. - Action **Create Location** Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer. - Action **Create Task** Creates a task or to-do on a JobTread job, customer/vendor account, or organization. - Action **Create Vendor** Creates a new vendor account in your JobTread organization. - Action **Create Vendor Contact** Creates a contact person on a vendor account in JobTread. - Action **Find a Customer** Finds customers in your JobTread organization by exact name and returns the matching customer records. - Action **Find a Job** Finds jobs in your JobTread organization by job name or job number and returns the matches. - Action **Find a Location** Finds JobTread locations in your organization by exact name and returns the first match plus all matches. - Action **Find a Membership** Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role. - Action **Find a Vendor** Finds vendors in a JobTread organization by exact name and returns the first match along with all matches. - Action **Import Task Template** Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date. - Action **Query API** Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover. - Action **Update Customer** Updates an existing customer in JobTread, such as its name, tax status or custom field values. - Action **Update Location** Updates an existing location's name, address, contact, tax settings or custom fields in JobTread. - Action **Update Vendor** Updates an existing vendor in JobTread, including its name, tax settings and custom field values. - Action **Upload Files** Uploads a file from a public URL into JobTread and attaches it to a job or other record. ## 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) - [ **JobTread** JobTread is construction estimating & project management software that will help you keep your budget and...](https://apiant.ai/connections/jobtread) 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 JobTread - [ **HubSpot to JobTread** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jobtread) - [ **Salesforce to JobTread** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-jobtread) - [ **Slack to JobTread** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-jobtread) - [ **Google Sheets to JobTread** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-jobtread) - [ **Gmail to JobTread** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-jobtread) - [ **Google Calendar to JobTread** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jobtread) Questions ## PandaDoc and JobTread, 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 JobTread when something happens in PandaDoc? Any of JobTread's 20 actions, including Create Comment, Create Customer, Create Customer Contact and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JobTread to PandaDoc? JobTread has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads JobTread's API documentation and adds it. ### ### Do I have to build a connector for PandaDoc or JobTread? 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 JobTread 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.