Integration
Connect PandaDoc to Screenly
When something happens in PandaDoc, your agent does the next thing in Screenly. 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 Screenly 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 Screenly
When Document completed in PandaDoc
then Add Asset group in Screenly
When Document updated in PandaDoc
then Add Asset to Playlist in Screenly
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 Screenly
Triggers and actions 3 triggers · 40 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
Add Asset groupCreate a new asset group.
Action
Add Asset to PlaylistAdd an asset to a playlist with scheduling
Action
Add LabelCreates a label in Screenly. Labels group screens and can be used to schedule playlists on them.
Action
Add PlaylistCreate a new playlist.
Action
Delete AssetDeletes a Screenly asset by its ID.
Action
Delete Asset groupDelete an asset group.
Action
Delete LabelDelete a label.
Action
Delete PlaylistDelete a playlist.
Action
Delete Playlist itemRemove an asset from a playlist.
Action
Get AssetRetrieve a single asset by id.
Action
Get PlaylistRetrieve a single playlist by id, optionally embedding playlist_items.
Action
List Asset groupsRetrieve a list of asset groups.
Action
List AssetsRetrieve a list of assets.
Action
List LabelsRetrieve a list of Screenly labels, optionally filtered by id, team, type or name.
Action
List PlaylistsRetrieve the playlists in your Screenly account, optionally filtered by id, title, predicate, priority, enabled state, transitions or creation date.
Action
Update AssetUpdate an asset's fields (title, duration, etc).
Action
Update Asset groupUpdate an asset group.
Action
Update LabelUpdate a label.
Action
Update PlaylistUpdate a playlist's fields.
Action
Update Playlist itemUpdate a playlist item (e.g. duration, order).
Action
Upload AssetCreates a new asset in Screenly from a URL — an image, video or web page that can then be scheduled on screens.
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 Screenly, 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 Screenly when something happens in PandaDoc?
Any of Screenly's 21 actions, including Update Asset, Update Asset group, Update Label and Update Playlist. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Screenly to PandaDoc?
Screenly has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Screenly's API documentation and adds it.
Do I have to build a connector for PandaDoc or Screenly?
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.