Integration
Connect PandaDoc and Speak4
When Document completed fires in PandaDoc, your agent runs Create Landing Page in Speak4, or Pull Campaigns in Speak4 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 Speak4 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 Speak4 can do together
From PandaDoc to Speak4
When Document completed in PandaDoc
then Create Landing Page in Speak4
From Speak4 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 Speak4
Triggers and actions 5 triggers · 41 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.
- Pull Campaigns
Triggers when a new campaign is created in Speak4.
- Pull Landing Pages
Triggers when a new landing page is created in Speak4.
- Archive Campaign
Archives or unarchives a Speak4 campaign.
- Archive Landing Page
Archives or unarchives a Speak4 landing page.
- Create Campaign
Creates a Speak4 advocacy campaign.
- Create Landing Page
Creates a landing page (advocate form) on a Speak4 campaign.
- Create Recipient
Creates a custom email recipient for Speak4 campaigns.
- Create Recipient Group
Creates a named group of Speak4 recipients.
- Duplicate Campaign
Creates a copy of a Speak4 campaign.
- Duplicate Landing Page
Creates a copy of a Speak4 landing page.
- Get Campaign
Returns one Speak4 campaign by ID.
- Get Landing Page
Returns one Speak4 landing page by ID.
- Get Landing Page Requirements
Returns the advocate fields a landing page requires.
- Get Stats
Returns cumulative advocacy stats, optionally for one campaign or landing page.
- List Campaigns
Returns a page of your Speak4 campaigns.
- List Landing Pages
Returns a page of your Speak4 landing pages, optionally for one campaign.
- List Recipient Groups
Returns your Speak4 recipient groups.
- List Topics
Returns the Speak4 topics used to categorize federal campaigns.
- Lookup Regulation
Looks up a Regulations.gov document by its ID.
- Pin Campaign
Pins or unpins a Speak4 campaign.
- Search Recipients
Searches Speak4 recipients (lawmakers and custom recipients) by name.
- Submit Advocate Action
Submits an advocate action on a landing page; the message is queued to its recipients.
- Update Campaign
Updates a Speak4 campaign.
- Update Landing Page
Updates a Speak4 landing page title.
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 Speak4, 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 Speak4 when something happens in PandaDoc?
Any of Speak4's 22 actions, including Create Campaign, Create Landing Page, Create Recipient and Create Recipient Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Speak4 to PandaDoc?
Yes. When something happens in Speak4, your agent can act in PandaDoc too. This page covers both directions: Speak4's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Speak4?
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 Speak4 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.