Integration
Connect PandaDoc and Speak Ai
When something happens in PandaDoc or Speak Ai, your agent does the next thing in the other. 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 Speak Ai 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 and Speak Ai can do together
From PandaDoc to Speak Ai
When Document completed in PandaDoc
then Add Automation in Speak Ai
From Speak Ai 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 Speak Ai
Triggers and actions 4 triggers · 42 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.
- New Magic Prompts Response
Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer.
- Add Automation
Create a new Speak AI automation.
- Add Field
Creates a new custom field in your Speak AI account.
- Add Folder
Create a new folder to organize media, text notes, and recordings.
- Ask AI Chat
Ask a question about one or more media items or a folder and get the AI chat answer back.
- Delete Automation
Delete an automation.
- Delete Folder
Delete a folder.
- Delete Media
Delete a media file from Speak AI.
- Delete Text Note
Delete a text note.
- Get Media Insights
Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file.
- Get Media Status
Gets the processing status and basic details of a Speak AI audio or video file.
- Get Media Transcript
Get the transcript of a media file.
- Get Text Note Insight
Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note.
- List Automations
List the automations (trigger + action workflows) configured in Speak AI.
- List Fields
Lists the custom fields defined in your Speak AI account.
- List Folders
List the folders in the account.
- List Media
List the media files (audio/video) in the account's Speak AI library.
- Run Magic Prompt
Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer.
- Update Automation
Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state.
- Update Folder
Update a folder's name or settings.
- Update Media
Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date.
- Update Text Note
Update the content of an existing text note.
- Upload File to Transcribe and Analyze
Uploads new audio or video files for automatic transcription and analysis.
- Upload Text Note to Analyze
Uploads new text notes for automatic insight analysis.
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 Speak Ai, 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 Speak Ai when something happens in PandaDoc?
Any of Speak Ai's 23 actions, including Update Automation, Update Folder, Update Media and Update Text Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Speak Ai to PandaDoc?
Yes. When something happens in Speak Ai, your agent can act in PandaDoc too. This page covers both directions: Speak Ai's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Speak Ai?
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.