--- title: "Connect PandaDoc to ManyRequests - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Add invoice\" in ManyRequests." canonical: "https://apiant.ai/connect/pandadoc-to-manyrequests" --- # Connect PandaDoc to ManyRequests When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Add invoice** in [ManyRequests](https://apiant.ai/connections/manyrequests). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions ManyRequests **27** 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 ManyRequests 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 ManyRequests - When **Document completed** in PandaDoc then **Add invoice** in ManyRequests - When **Document updated** in PandaDoc then **Create Client** in ManyRequests 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 ManyRequests ## Triggers and actions 3 triggers · 46 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 **Add invoice** Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft. - Action **Add organization** Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added. - Action **Add organization member** Adds a member to an organization, creating a new client user if no user with that email exists yet. - Action **Add subscription to organization** Adds a recurring service subscription to a client organization and returns the new subscription. - Action **Add time entry** Logs time worked on a request for a team member, from a start time to an end time. - Action **Cancel Client Subscription** Cancels an active recurring service subscription belonging to a client organization. - Action **Create Client** Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization. - Action **Create Comment** Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery. - Action **Create organization brand** Creates a new brand within an organization. - Action **Create Request** Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags. - Action **Delete client** Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted. - Action **Delete organization** Deletes an organization and all of its members from your ManyRequests portal. - Action **Delete request** Deletes a request in ManyRequests. - Action **Find Comments for Request** Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments. - Action **Find Organization** Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status. - Action **Find Request** Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number. - Action **Get client** Returns a single client by ID, including their name, email and organization. - Action **Get invoice** Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway. - Action **Get organization** Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found. - Action **Get request** Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields. - Action **List clients** Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting. - Action **List services** Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status. - Action **List team members** Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role. - Action **Update client** Updates a client's name and/or email address. - Action **Update organization** Updates the name of an existing organization and returns the updated organization. - Action **Update Request** Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields. - Action **Update Request Status** Moves a ManyRequests request to a different status. ## 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) - [ **ManyRequests** ManyRequests is a Client Portal Software for Creative Agencies that helps you manage your entire Business...](https://apiant.ai/connections/manyrequests) 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 ManyRequests - [ **HubSpot to ManyRequests** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manyrequests) - [ **Salesforce to ManyRequests** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-manyrequests) - [ **Slack to ManyRequests** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-manyrequests) - [ **Google Sheets to ManyRequests** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manyrequests) - [ **Gmail to ManyRequests** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manyrequests) - [ **Google Calendar to ManyRequests** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manyrequests) Questions ## PandaDoc and ManyRequests, 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 ManyRequests when something happens in PandaDoc? Any of ManyRequests's 27 actions, including Create Client, Create Comment, Create organization brand and Create Request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ManyRequests to PandaDoc? ManyRequests has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads ManyRequests's API documentation and adds it. ### ### Do I have to build a connector for PandaDoc or ManyRequests? 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 ManyRequests 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.