--- title: "Connect PandaDoc and Recruitee - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Create Task\" in Recruitee, or \"New Task\" in Recruitee to \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/pandadoc-to-recruitee" --- # Connect PandaDoc and Recruitee When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Create Task** in [Recruitee](https://apiant.ai/connections/recruitee), or **New Task** in Recruitee 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 Recruitee **1** trigger Recruitee **24** 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 Recruitee 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 Recruitee can do together ### From PandaDoc to Recruitee - When **Document completed** in PandaDoc then **Create Task** in Recruitee - When **Document updated** in PandaDoc then **Add Note to Candidate** in Recruitee ### From Recruitee to PandaDoc - When **New Task** in Recruitee then **Create contact** in PandaDoc - When **New Task** in Recruitee 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 Recruitee ## Triggers and actions 4 triggers · 43 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 **New Task** Triggered when a new task is created in your Recruitee company. - Action **Add Note to Candidate** Adds a note to a candidate's profile in Recruitee. - Action **Add Note to Job Opening/Talent Pool** Adds a note to a job opening or a talent pool. - Action **Add Tags to Candidate** Adds tags to a candidate. - Action **Assign Candidate to Job Opening/Talent Pool** Assigns a candidate to a job opening or talent pool. - Action **Create Candidate** Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools. - Action **Create Job Opening** Creates a new job opening in Recruitee. - Action **Create Talent Pool** Creates a talent pool in Recruitee. - Action **Create Task** Creates a task. - Action **Delete candidate** Permanently deletes a candidate from your Recruitee company. - Action **Delete job opening** Permanently deletes a job opening (offer) and its applications in Recruitee. - Action **Find Candidate** Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text. - Action **Find Candidate Stage** Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to. - Action **Find Job Opening** Returns the job openings whose title contains the specified text. - Action **Find Talent Pool** Finds talent pools whose name contains the search text. - Action **Find Task** Finds tasks in the company whose title contains the given text. - Action **Get candidate** Fetches a candidate by ID. An error occurs if the candidate is not found. - Action **Get job opening** Retrieves a single job opening from Recruitee by its id or slug. - Action **List departments** Lists every department set up in your Recruitee company. - Action **List Job Opening/Talent Pool Notes** Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps. - Action **List locations** List all locations. - Action **Proceed Candidate** Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools. - Action **Update Candidate** Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed. - Action **Update job opening** Updates an existing Recruitee job opening. Only the fields you fill in are changed. - Action **Update Task** Updates a task. ## 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) - [ **Recruitee** Recruitee is an all-in-one hiring platform for teams of all sizes, that includes employer branding, job...](https://apiant.ai/connections/recruitee) 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 Recruitee - [ **HubSpot to Recruitee** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-recruitee) - [ **Google Sheets to Recruitee** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-recruitee) - [ **Gmail to Recruitee** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-recruitee) - [ **Google Calendar to Recruitee** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-recruitee) - [ **Google Drive to Recruitee** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-recruitee) - [ **Mailchimp to Recruitee** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-recruitee) Questions ## PandaDoc and Recruitee, 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 Recruitee when something happens in PandaDoc? Any of Recruitee's 24 actions, including Create Candidate, Create Job Opening, Create Talent Pool and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Recruitee to PandaDoc? Yes. When something happens in Recruitee, your agent can act in PandaDoc too. This page covers both directions: Recruitee's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or Recruitee? 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 Recruitee 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.