Integration
Connect PandaDoc and Swarmtix
When Document completed fires in PandaDoc, your agent runs Create Ticket Type in Swarmtix, or New Event in Swarmtix 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 Swarmtix to do together?
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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)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 Swarmtix can do together
From PandaDoc to Swarmtix
When Document completed in PandaDoc
then Create Ticket Type in Swarmtix
When Document updated in PandaDoc
then Create Event in Swarmtix
From Swarmtix to PandaDoc
When New Event in Swarmtix
then Create contact in PandaDoc
When New Event in Swarmtix
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 Swarmtix
Triggers and actions 4 triggers · 42 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 EventTriggers when a new event appears in your Swarmtix organisation.
Action
Create Access CodeCreates an access code that unlocks a hidden ticket type on an event at its normal price.
Action
Create Checkout QuestionAdds a custom question an event asks buyers during checkout, and returns the stored question.
Action
Create DiscountCreates a discount on a Swarmtix event, either a code buyers type at checkout or a public offer shown on the event page, taking an amount or a percentage off.
Action
Create EventCreates a new Swarmtix event as an unpublished draft and returns its id and URL slug.
Action
Create Ticket TypeAdds a ticket type (a price tier buyers choose from) to a Swarmtix event and returns it.
Action
Delete Checkout QuestionRemoves a checkout question from an event so buyers are no longer asked it. Answers buyers already gave stay with their orders.
Action
Delete DiscountSwitches off a discount, public discount or access code on an event so it can no longer be used. The offer is kept because orders that used it still point at it.
Action
Delete Ticket TypePermanently deletes a ticket type nobody has ordered from an unpublished event, and returns the ticket types that remain.
Action
Duplicate EventCopies an event's setup into a new unpublished draft, without its dates, orders or attendees, and returns the new event.
Action
Get Analytics SummaryReturns an organisation-wide roll-up of events, tickets sold and orders placed, plus the connected organizer account's lifetime gross ticket revenue per currency.
Action
Get EventReturns one Swarmtix event in full: schedule, location, host, ticket types and publication status.
Action
Get Event AnalyticsReturns the sales and traffic figures for one event: revenue, tickets sold, refunds, page visits and the daily series behind them.
Action
Get Ticket Sales SummaryReturns how many tickets were put on sale, sold and checked in for one scheduled date of a Swarmtix event (the earliest date when none is given).
Action
List Checkout QuestionsReturns the custom questions an event asks buyers at checkout, with each question's wording, field name, and whether it is enabled and required.
Action
List DiscountsReturns the active discount offers on an event, with their codes, reductions, dates and usage.
Action
List Event DatesReturns the scheduled dates of a Swarmtix event, earliest first, with each date's id, local and UTC start and end, capacity and active status.
Action
List EventsReturns the Swarmtix events this connection can see, alphabetically by name, with each event's id, slug, name, city, country and scheduled dates.
Action
List Ticket TypesReturns the ticket types an event sells, with price, quantity, remaining availability, per-order limits and sale window.
Action
Set Event DatesReplaces the full list of dates a Swarmtix event runs on and returns the resulting schedule. Refuses to drop a date that already has tickets sold.
Action
Update Checkout QuestionChanges one of an event's checkout questions (wording, answer type, choices, required, enabled, shown on ticket) and returns the question as stored. Only the fields you fill in are changed.
Action
Update DiscountChanges an event's discount code, public discount or access code — its code, name, reduction, ticket type, window or usage limit — and returns the discount as stored.
Action
Update EventUpdates an event's details such as name, description, venue, address, visibility, fees and timezone, and returns the event as stored afterwards. Fields left blank keep their current values.
Action
Update Ticket TypeChanges one of an event's ticket types (name, price, quantity, limits, sale window) and returns it as stored afterwards. Fields left blank keep their current values.
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
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Questions
PandaDoc and Swarmtix, 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 Swarmtix when something happens in PandaDoc?
Any of Swarmtix's 23 actions, including Create Access Code, Create Checkout Question, Create Discount and Create Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Swarmtix to PandaDoc?
Yes. When something happens in Swarmtix, your agent can act in PandaDoc too. This page covers both directions: Swarmtix's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Swarmtix?
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 Swarmtix 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.