Integration
Connect PandaDoc and Pinata
When something happens in PandaDoc or Pinata, your agent does the next thing in the other. 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 Pinata 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 and Pinata can do together
From PandaDoc to Pinata
When Document completed in PandaDoc
then Add file to group in Pinata
From Pinata to PandaDoc
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 Pinata
Triggers and actions 4 triggers · 33 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.
- New Pin
Triggers when you have a new pinned file.
- Add file to group
Associates an existing file with a group by ID.
- Add group
Adds a new group for organizing pinned files.
- Delete file
Deletes a file from your Pinata account on the public or private IPFS network.
- Delete group
Deletes a group from your Pinata account on the public or private IPFS network. Files in the group are not deleted.
- Get file
Fetches a file's metadata by ID. An error occurs if the file is not found.
- Get group
Retrieves a single Pinata group by its id on the public or private IPFS network.
- List files
Returns all files on the chosen IPFS network, optionally filtered.
- List groups
Returns all groups on the account.
- Pin File
Uploads (pins) a file to Pinata on the public or private IPFS network.
- Pin JSON to IPFS
Uploads a JSON object to Pinata and pins it to public IPFS, returning its CID.
- Pin NFT Metadata File
Uploads a JSON object (such as NFT metadata with name, description, image and attributes) to Pinata and pins it to IPFS, returning its CID.
- Remove file from group
Removes a file from a group on the public or private IPFS network. The file itself is not deleted.
- Update file
Updates the name and/or key-value metadata of a file on Pinata's public or private IPFS network.
- Update group
Updates the name or public/private setting of a Pinata group.
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 Pinata, 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 Pinata when something happens in PandaDoc?
Any of Pinata's 14 actions, including Update file, Update group, Add file to group and Add group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pinata to PandaDoc?
Yes. When something happens in Pinata, your agent can act in PandaDoc too. This page covers both directions: Pinata's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Pinata?
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.