Integration
Connect PandaDoc and PostStack
When something happens in PandaDoc or PostStack, 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 PostStack 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 PostStack can do together
From PandaDoc to PostStack
When Document completed in PandaDoc
then Add a broadcast in PostStack
When Document updated in PandaDoc
then Add a contact in PostStack
From PostStack to PandaDoc
When Contact Updated (instant) in PostStack
then Create contact in PandaDoc
When New Contact (instant) in PostStack
then Update contact in 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 PostStack
Triggers and actions 10 triggers · 50 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.
Trigger
Contact Deleted (instant)Fires when a contact is deleted (event: contact.deleted).
Trigger
Contact Updated (instant)Fires when a contact is updated (event: contact.updated).
Trigger
Email Bounced (instant)Fires when an email bounces (event: email.bounced).
Trigger
Email Delivered (instant)Fires when an email is delivered (event: email.delivered).
Trigger
New Contact (instant)Fires when a contact is created (event: contact.created).
Trigger
New Inbound EmailPolls for newly received inbound emails.
Trigger
New Sent Email (instant)Fires when an email is sent (event: email.sent).
Action
Add a broadcastCreate a new marketing broadcast.
Action
Add a contactCreate a new contact.
Action
Add a segmentCreate a new manual contact segment.
Action
Add a templateCreate a new email template.
Action
Add contacts to segmentAdd contacts to an existing segment.
Action
Add suppressionAdd an address to the suppression list.
Action
Cancel broadcastCancel an in-flight broadcast.
Action
Cancel emailCancel a scheduled or queued email before it sends.
Action
Delete a contactDelete a contact.
Action
Delete a templateDelete an email template.
Action
Get a contactFetch one contact by ID.
Action
Get a templateFetch one email template by ID.
Action
Get broadcastRetrieve one broadcast by its public id, including the HTML and text bodies that the list endpoint omits.
Action
Get emailFetch one sent or queued email by ID.
Action
Get email eventsGet the delivery event timeline for one email.
Action
Get inbound emailFetch one received inbound email by ID.
Action
Import contactsBulk-import a CSV list of contacts.
Action
List broadcastsList marketing broadcasts.
Action
List contactsList contacts in the account.
Action
List emailsList sent, queued, and scheduled emails.
Action
List inbound emailsList emails received via inbound parsing.
Action
List segmentsList contact segments.
Action
List suppressed addressesList addresses on the suppression list.
Action
List templatesList email templates.
Action
Send an emailSend a transactional email through PostStack.
Action
Send broadcastStart sending a broadcast to its recipients.
Action
Send emails in batchSend up to 100 emails in a single request.
Action
Update a contactUpdate an existing contact's fields.
Action
Update a templateUpdate an email template, creating a new version.
Action
Update emailReschedule a queued email's send time.
Action
Validate email addressCheck whether an email address is valid and deliverable.
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 PostStack, 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 PostStack when something happens in PandaDoc?
Any of PostStack's 31 actions, including Send an email, Send broadcast, Send emails in batch and Update a contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PostStack to PandaDoc?
Yes. When something happens in PostStack, your agent can act in PandaDoc too. This page covers both directions: PostStack's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or PostStack?
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.