--- title: "Connect PandaDoc and ProProfs Project - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Create Task\" in ProProfs Project." canonical: "https://apiant.ai/connect/pandadoc-to-proprofs-project" --- # Connect PandaDoc and ProProfs Project When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Create Task** in [ProProfs Project](https://apiant.ai/connections/proprofs-project), or **Completed Subtask** in ProProfs Project to **Create contact** in PandaDoc. Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions ProProfs Project **7** triggers ProProfs Project **7** 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 ProProfs Project 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 and ProProfs Project can do together ### From PandaDoc to ProProfs Project - When **Document completed** in PandaDoc then **Create Task** in ProProfs Project - When **Document updated** in PandaDoc then **Get Task** in ProProfs Project ### From ProProfs Project to PandaDoc - When **Completed Subtask** in ProProfs Project then **Create contact** in PandaDoc - When **Completed Task** in ProProfs Project 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 ProProfs Project ## Triggers and actions 10 triggers · 26 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. - Trigger **Completed Subtask** Triggers when a subtask is marked complete in ProProfs Project. - Trigger **Completed Task** Triggers when a task is marked complete in ProProfs Project. - Trigger **New Client** Triggers when a new client is added in ProProfs Project. - Trigger **New Event** Triggers when a new event is created in ProProfs Project. - Trigger **New Project** Triggers when a new project is created in ProProfs Project. - Trigger **New Subtask** Triggers when a new subtask is created in ProProfs Project. - Trigger **New Task** Triggers when a new task is created in ProProfs Project. - Action **Create Client** Creates a new client in ProProfs Project with its contact details. - Action **Create Event** Creates a calendar event in ProProfs Project, optionally linked to a project. - Action **Create Project** Creates a new project in ProProfs Project, optionally with a client, dates, pricing and assigned users or teams. - Action **Create Subtask** Creates a subtask under an existing task in ProProfs Project. - Action **Create Task** Creates a new task in a ProProfs Project project. - Action **Get Subtask** Returns the details of a single subtask, including its parent task, project, dates, progress and assigned users. - Action **Get Task** Returns a single task by its id, including its project, dates, status and assigned users. ## 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) - [ **ProProfs Project** ProProfs Project is an online project management tool that also lets you collaborate with your team on the go.](https://apiant.ai/connections/proprofs-project) 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 ProProfs Project - [ **HubSpot to ProProfs Project** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-proprofs-project) - [ **Google Sheets to ProProfs Project** Google Sheets](https://apiant.ai/connect/google-sheets-to-proprofs-project) - [ **Gmail to ProProfs Project** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-proprofs-project) - [ **Google Calendar to ProProfs Project** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-proprofs-project) - [ **Google Drive to ProProfs Project** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-proprofs-project) - [ **Mailchimp to ProProfs Project** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-proprofs-project) Questions ## PandaDoc and ProProfs Project, 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 ProProfs Project when something happens in PandaDoc? Any of ProProfs Project's 7 actions, including Create Client, Create Event, Create Project and Create Subtask. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ProProfs Project to PandaDoc? Yes. When something happens in ProProfs Project, your agent can act in PandaDoc too. This page covers both directions: ProProfs Project's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or ProProfs Project? 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 ProProfs Project 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.