Integration
Connect PandaDoc to Neon Postgres
When something happens in PandaDoc, your agent does the next thing in Neon Postgres. 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 Neon Postgres to do together?
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Claude Code
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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.
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Setup guide (opens in a new tab)Zed
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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.
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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 Neon Postgres
When Document completed in PandaDoc
then Add branch in Neon Postgres
When Document updated in PandaDoc
then Add compute endpoint in Neon Postgres
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 Neon Postgres
Triggers and actions 3 triggers · 48 actions
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates an existing contact by ID.
Action
Add branchCreate a new branch in a Neon project.
Action
Add compute endpointCreates a compute endpoint (a Neon compute instance) on a branch of a Neon project. A branch can have one read-write endpoint and multiple read-only endpoints.
Action
Add databaseCreates a new Postgres database in a Neon project branch, owned by an existing role.
Action
Add projectCreates a new Neon Postgres project with its default branch, database, role and compute, and returns the project along with its connection details.
Action
Add roleCreates a Postgres role in the specified Neon project branch. Connections to the branch's active compute are dropped while the change applies.
Action
Delete branchDelete a branch by project_id and branch_id.
Action
Delete compute endpointDeletes a compute endpoint from a Neon project. Existing connections to the compute are dropped. If the compute does not exist or was already deleted, the step still succeeds with an empty result.
Action
Delete databaseDeletes the specified database from a branch of a Neon project.
Action
Delete projectDeletes a Neon project and all its branches, compute endpoints, databases and roles. The project can be recovered within 7 days.
Action
Delete roleDeletes the specified Postgres role from a Neon branch.
Action
Get branchRetrieves details of a branch in a Neon project.
Action
Get compute endpointRetrieve details about a compute endpoint.
Action
Get connection URIRetrieve a Postgres connection URI for a database/role/branch/endpoint combination.
Action
Get databaseRetrieves details of a database on a Neon project branch.
Action
Get projectRetrieves the details of a Neon project, including its settings, compute configuration, history retention, owner and current usage metrics.
Action
Get roleRetrieves details about a Postgres role (user) on a Neon branch.
Action
Get role passwordRetrieves the password for a Postgres role on a Neon branch.
Action
List branchesRetrieve a list of branches for a Neon project.
Action
List compute endpointsLists the compute endpoints (Neon compute instances) in a project.
Action
List databasesLists the databases on a branch of a Neon project.
Action
List operationsLists the operations (asynchronous actions such as starting a compute or creating a branch) Neon performed on a project. Operations older than 6 months may no longer be available.
Action
List projectsLists the Neon projects accessible to the connected account, optionally filtered by name/ID or organization.
Action
List rolesLists the Postgres roles on a Neon project branch.
Action
Start compute endpointStart (resume) a suspended compute endpoint.
Action
Suspend compute endpointSuspends the specified Neon compute endpoint (scales it to zero).
Action
Update branchUpdate a branch's properties (e.g. name, protected) by project_id and branch_id.
Action
Update compute endpointUpdates an existing compute endpoint in a Neon project by ID.
Action
Update databaseUpdates the name or owner of a database on a Neon project branch.
Action
Update projectUpdate settings for a Neon project by project_id.
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 Neon Postgres, 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 Neon Postgres when something happens in PandaDoc?
Any of Neon Postgres's 29 actions, including Update branch, Update compute endpoint, Update database and Update project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Neon Postgres to PandaDoc?
Neon Postgres has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Neon Postgres's API documentation and adds it.
Do I have to build a connector for PandaDoc or Neon Postgres?
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.