--- title: "Connect PandaDoc to Plentyone - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Add contact\" in Plentyone." canonical: "https://apiant.ai/connect/pandadoc-to-plentyone" --- # Connect PandaDoc to Plentyone When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Add contact** in [Plentyone](https://apiant.ai/connections/plentyone). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions Plentyone **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 Plentyone 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 Plentyone - When **Document completed** in PandaDoc then **Add contact** in Plentyone - When **Document updated** in PandaDoc then **Add order** in Plentyone 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 Plentyone ## 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 **Add contact** Creates a new contact (a person) in the plentyONE CRM. - Action **Add item** Creates an item in plentyONE together with its main variation, linked to a category and a unit. - Action **Add order** Creates an order (sales order, return, offer and other order types) in plentyONE with its items, addresses and contact relations. - Action **Add payment** Creates a payment in plentyONE, for example an incoming payment received through a payment method. - Action **Add variation** Creates a new variation of an existing item, optionally defined by attribute values and made visible in a store client. - Action **Find items by criteria** Finds items updated on or after a given time, optionally including their variations. - Action **Find orders by criteria** Finds orders matching criteria such as order type, status, creation or update date, referrer, item or variation. - Action **Get contact** Returns a single contact (person) from the plentyONE CRM by its id. - Action **Get item** Returns a single plentyONE item, including its global settings, free fields and main variation id. - Action **Get order** Returns a single order by its id, including its amounts, properties, addresses and order items. - Action **Get payment** Returns a single payment by its id, including amount, currency, payment method, status and properties. - Action **List categories** Returns the categories set up in PlentyONE, optionally only those of one type such as item categories. - Action **List contacts** Returns the contacts (people) saved in your PlentyONE system, with their contact options and linked accounts. - Action **List stock** Returns the stock levels of variations across all warehouses. - Action **List variations** Returns the variations of an item, including its main variation. - Action **List warehouses** Returns all warehouses set up in your PlentyONE system. - Action **Update contact** Updates an existing contact (person) in PlentyONE CRM. Only the fields you fill in are changed. - Action **Update item** Updates the item-level settings of an existing plentyONE item, such as manufacturer, condition, flags and customs data. - Action **Update order** Updates an existing plentyONE order, such as its status, owner, properties, dates, addresses or order items. - Action **Update variation** Updates an existing variation of an item in plentyONE, such as its number, availability, dimensions, weight or order quantities. ## 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) - [ **Plentyone** Multichannel e-commerce ERP platform for managing products, orders, inventory, and marketplaces.](https://apiant.ai/connections/plentyone) 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 Plentyone - [ **HubSpot to Plentyone** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plentyone) - [ **Salesforce to Plentyone** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-plentyone) - [ **Slack to Plentyone** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-plentyone) - [ **Google Sheets to Plentyone** Google Sheets](https://apiant.ai/connect/google-sheets-to-plentyone) - [ **Gmail to Plentyone** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plentyone) - [ **Google Calendar to Plentyone** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plentyone) Questions ## PandaDoc and Plentyone, 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 Plentyone when something happens in PandaDoc? Any of Plentyone's 20 actions, including Update contact, Update item, Update order and Update variation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plentyone to PandaDoc? Plentyone has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Plentyone's API documentation and adds it. ### ### Do I have to build a connector for PandaDoc or Plentyone? 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 Plentyone 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.