Integration
Connect PandaDoc to PeopleForce
When Document completed fires in PandaDoc, your agent runs Create Task in PeopleForce. 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 PeopleForce 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)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 PeopleForce
When Document completed in PandaDoc
then Create Task in PeopleForce
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 PeopleForce
Triggers and actions 3 triggers · 37 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.
- Create Candidate
Creates a new candidate in PeopleForce recruitment and returns the candidate record.
- Create Employee
Creates an employee in PeopleForce and returns the new employee record.
- Create Employee Position
Adds a new position record to a PeopleForce employee, such as a promotion or transfer.
- Create Employee Salary
Adds a new salary record to an employee in PeopleForce and returns the created record.
- Create Leave Request
Creates a leave request for an employee, optionally skipping the approval flow.
- Create Task
Creates a task in PeopleForce and assigns it to an employee, with a start date and an optional description and end date.
- Find Candidate
Returns the PeopleForce candidates that match the criteria you provide, such as email, phone number, skill, vacancy or pipeline stage.
- Find Employee
Returns the employees that match the emails, employee numbers, IDs, manager, legal entity, status or dates you specify.
- List Employee Positions
Returns the position records of an employee in PeopleForce.
- List Employees
Returns employees in PeopleForce, optionally narrowed by status, dates, manager, legal entity, emails, employee numbers or ids.
- List Employee Salaries
Returns the salary records of an employee.
- List Leave Types
Returns the leave types defined in the PeopleForce account.
- List Termination Reasons
Returns the termination reasons defined in the PeopleForce account.
- List Termination Types
Returns the termination types defined in the PeopleForce account.
- Terminate Employee
Terminates a PeopleForce employee with the given effective date, termination type and reason, and returns the updated employee.
- Update Employee
Updates an existing employee profile in PeopleForce and returns the updated employee.
- Update Employee Position
Updates an existing position record on an employee in PeopleForce and returns the updated record.
- Update Employee Salary
Updates an existing salary record on an employee.
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
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Questions
PandaDoc and PeopleForce, 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 PeopleForce when something happens in PandaDoc?
Any of PeopleForce's 18 actions, including Create Candidate, Create Employee, Create Employee Position and Create Employee Salary. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PeopleForce to PandaDoc?
PeopleForce has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads PeopleForce's API documentation and adds it.
Do I have to build a connector for PandaDoc or PeopleForce?
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 PeopleForce 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.