Integration
Connect PandaDoc to ProxyCrawl
When something happens in PandaDoc, your agent does the next thing in ProxyCrawl. 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 ProxyCrawl 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 can start in ProxyCrawl
When Document completed in PandaDoc
then Scrape URL in ProxyCrawl
When Document updated in PandaDoc
then Get account usage in ProxyCrawl
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 ProxyCrawl
Triggers and actions 3 triggers · 23 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.
Action
Delete stored pageDelete one or more stored pages from Crawlbase Cloud Storage by rid. Returns a per-RID delete status.
Action
Get account usageRetrieve monthly usage statistics for a Crawlbase product. Returns successes, failures, due amount, remaining credits, per-domain breakdown. Rate-limited to 1 request per 5 minutes.
Action
Get stored pageRetrieve a previously stored page from Crawlbase Cloud Storage by rid or by original url. Returns the stored body plus stored_at/original_status/cb_status; format=html|json controls the response envelope.
Action
Scrape URLFetch a target URL through Crawlbase's Crawling API, returning the rendered page body plus original_status/cb_status. Supports format=html|json|md, optional JS-token rendering params (page_wait, ajax_wait, scroll, css_click_selector), country routing, and store=true to also persist the page to Cloud Storage (returns rid). The general-purpose scrape/render/anti-bot-bypass endpoint.
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
More from PandaDoc
PandaDoc to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PandaDoc to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
PandaDoc to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
PandaDoc to PipedrivePipedrive is a sales CRM and pipeline management tool.
PandaDoc to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
PandaDoc to AsanaAsana is a collaborative information manager for workspace.
More into ProxyCrawl
Bookingmood to ProxyCrawlBookingmood is commission free flexible booking software that helps rental businesses of all sizes to...
Rebrandly to ProxyCrawlRebrandly is the easiest way to create and share branded links (short URLs using your own domain name).
Smartsheet via API Token to ProxyCrawlSmartsheet is a work management and collaboration platform.
HubSpot to ProxyCrawlHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ProxyCrawlSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ProxyCrawlSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Questions
PandaDoc and ProxyCrawl, 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 ProxyCrawl when something happens in PandaDoc?
Any of ProxyCrawl's 4 actions, including Get account usage, Get stored page, Scrape URL and Delete stored page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProxyCrawl to PandaDoc?
ProxyCrawl has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads ProxyCrawl's API documentation and adds it.
Do I have to build a connector for PandaDoc or ProxyCrawl?
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.