Integration
Connect PandaDoc and Recharge
When Document completed fires in PandaDoc, your agent runs Create Customer in Recharge, or New Address Created in Recharge to Create contact in PandaDoc. Describe the whole flow 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 Recharge to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Recharge can do together
From PandaDoc to Recharge
When Document completed in PandaDoc
then Create Customer in Recharge
From Recharge 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 Recharge
Triggers and actions 10 triggers · 52 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.
- Customer Status Change
Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left).
- New Address Created
Triggers when a new address is added for a customer.
- New Cancelled Subscription
Triggers when a subscription is cancelled.
- New Charge Created
Triggers when a new charge is created in Recharge.
- New Customer
Triggers when a new customer is added to your Recharge store.
- New Order
Triggers when a new order is created in Recharge.
- New Subscription
Triggers when a new subscription is created.
- Activate Subscription
Reactivates a cancelled subscription.
- Cancel Subscription
Cancels an active subscription with a reason.
- Change Next Charge Date
Changes the next charge date of a subscription.
- Create Customer
Creates a customer in Recharge and returns the new customer's ID.
- Create Discount Codes
Creates a discount code in Recharge.
- Create One Time Charge
Adds a one-time product to an address's upcoming charge.
- Delete Address
Deletes a Recharge address that has no active subscriptions.
- Delete Customer
Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses.
- Delete One Time Charge
Deletes an unprocessed one-time product.
- Delete Order
Deletes a queued (scheduled) order.
- Delete Subscription
Permanently deletes a subscription.
- Find a Charge
Returns one charge by ID, with its status, schedule and total.
- Find an Address
Finds Recharge addresses by customer, address ID, discount, active status or date range.
- Find a Subscription
Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list.
- Find Customer
Finds a Recharge customer by email or ecommerce customer ID.
- List Addresses
Returns addresses, optionally for one customer.
- List Charges
Returns charges, optionally filtered by customer or status.
- List Customers
Returns a list of customers in your Recharge store.
- List One-Time Charges
Returns one-time products, optionally for one customer or address.
- List Orders
Returns orders, optionally filtered by customer or status.
- List Subscriptions
Returns subscriptions, optionally filtered by customer or status.
- Process Charge
Processes a queued charge immediately (Recharge Plus plan).
- Retrieve Address
Returns one Recharge address by ID.
- Retrieve Customer
Returns one Recharge customer by ID, with their name, email, phone and active subscription count.
- Retrieve Discount
Returns one discount by ID.
- Retrieve One-Time Charge
Returns one one-time product by ID.
- Retrieve Order
Returns one Recharge order by ID, including its line items.
- Skip Charge
Skips an upcoming charge.
- Unskip Charge
Unskips a previously skipped charge.
- Update Address
Updates a Recharge shipping address.
- Update Customer
Updates a Recharge customer's name, email or phone.
- Update One-Time Charge
Updates a one-time product's quantity, price or charge date.
- Update Order Line Items
Replaces the line items on an existing Recharge order and returns the updated order.
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 Recharge, 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 Recharge when something happens in PandaDoc?
Any of Recharge's 33 actions, including Create Customer, Create Discount Codes, Create One Time Charge and Update Address. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Recharge to PandaDoc?
Yes. When something happens in Recharge, your agent can act in PandaDoc too. This page covers both directions: Recharge's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Recharge?
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 Recharge 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.