--- title: "Connect PandaDoc and SwagUp - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Find an Order\" in SwagUp, or \"New or Updated Order\" in SwagUp to \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/pandadoc-to-swagup" --- # Connect PandaDoc and SwagUp When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Find an Order** in [SwagUp](https://apiant.ai/connections/swagup), or **New or Updated Order** in SwagUp 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 SwagUp **7** triggers SwagUp **10** 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 SwagUp 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 SwagUp can do together ### From PandaDoc to SwagUp - When **Document completed** in PandaDoc then **Find an Order** in SwagUp - When **Document updated** in PandaDoc then **Add Funds to Credit Balance** in SwagUp ### From SwagUp to PandaDoc - When **New or Updated Order** in SwagUp then **Create contact** in PandaDoc - When **New or Updated Shipment Status** in SwagUp then **Change document status** 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 SwagUp ## Triggers and actions 10 triggers · 29 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 **Low Credit Balance** Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes. - Trigger **Low Stock for a Product** Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low. - Trigger **New or Updated Order** Triggers when an order is created or updated. - Trigger **New or Updated Shipment Status** Triggers when a shipment is created or its delivery status changes. - Trigger **New or Updated Shipment Tracking** Triggers when a shipment first gets a tracking number or its tracking number changes. - Trigger **New Redemption** Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases. - Trigger **Product Deactivated** Triggers when a product in your SwagUp account is deactivated. - Action **Add Funds to Credit Balance** Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance. - Action **Create a New Recipient** Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient. - Action **Find an Order** Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date. - Action **Find a Product by Name** Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents. - Action **Find a Recipient** Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period. - Action **Find a Shipment** Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters. - Action **Find Inventory for Products** Returns the current inventory of the specified products, including the stock quantity on hand for each size. - Action **Generate a Unique URL** Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token. - Action **Reorder an Existing Product** Places a new SwagUp order for more units of a product already in your account, and returns the created order. - Action **Update Existing Recipient Information** Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient. ## 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) - [ **SwagUp** SwagUp makes it simple to create high quality branded swag for companies to give as gifts to employees...](https://apiant.ai/connections/swagup) 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 SwagUp - [ **Groundhogg to SwagUp** CRM and email marketing automation plugin for WordPress, with contact management, segmentation, and campaign...](https://apiant.ai/connect/groundhogg-to-swagup) - [ **HubSpot to SwagUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swagup) - [ **Salesforce to SwagUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swagup) - [ **Slack to SwagUp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swagup) - [ **Google Sheets to SwagUp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-swagup) - [ **Gmail to SwagUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swagup) Questions ## PandaDoc and SwagUp, 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 SwagUp when something happens in PandaDoc? Any of SwagUp's 10 actions, including Create a New Recipient, Update Existing Recipient Information, Add Funds to Credit Balance and Find an Order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SwagUp to PandaDoc? Yes. When something happens in SwagUp, your agent can act in PandaDoc too. This page covers both directions: SwagUp's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or SwagUp? 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 SwagUp 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.