Integration
Connect PandaDoc and SMS Alert
When Document completed fires in PandaDoc, your agent runs Create Contact in SMS Alert, or New Group in SMS Alert 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 SMS Alert 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 SMS Alert can do together
From PandaDoc to SMS Alert
When Document completed in PandaDoc
then Create Contact in SMS Alert
When Document updated in PandaDoc
then Create Group in SMS Alert
From SMS Alert to PandaDoc
When New Group in SMS Alert
then Create contact in PandaDoc
When New Group in SMS Alert
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 SMS Alert
Triggers and actions 4 triggers · 32 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.
Trigger
New GroupTriggers when a new contact group is created on your SMS Alert account.
Action
Cancel Scheduled SMSCancels a scheduled SMS batch and refunds its credits.
Action
Create ContactCreates a contact in an existing contact group.
Action
Create GroupCreates a contact group.
Action
Create Short URLShortens a long URL and returns the short link.
Action
Create TemplateCreates an SMS template.
Action
Get Credit BalanceReturns the SMS credits remaining on each route of your account.
Action
Get Delivery ReportReturns the delivery status of every message in a sent batch.
Action
List ContactsLists the contacts in a contact group.
Action
List GroupsLists the contact groups on your account.
Action
List TemplatesLists the SMS templates on your account.
Action
Schedule SMSSchedules an SMS to one or more mobile numbers for a later date and time.
Action
Send SMSSends an SMS to one or more mobile numbers and returns the batch ID.
Action
Send SMS to GroupSends an SMS to every contact in one or more groups.
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 SMS Alert, 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 SMS Alert when something happens in PandaDoc?
Any of SMS Alert's 13 actions, including Create Contact, Create Group, Create Short URL and Create Template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SMS Alert to PandaDoc?
Yes. When something happens in SMS Alert, your agent can act in PandaDoc too. This page covers both directions: SMS Alert's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or SMS Alert?
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 SMS Alert 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.