Integration
Connect PandaDoc to Synthflow AI
When Document completed fires in PandaDoc, your agent runs Create Assistant in Synthflow AI. 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 Synthflow AI 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)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 can start in Synthflow AI
When Document completed in PandaDoc
then Create Assistant in Synthflow AI
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 Synthflow AI
Triggers and actions 3 triggers · 44 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.
- Attach Action
Attaches one or more existing actions to a Synthflow agent, optionally setting when each action runs and how its input variables are filled.
- Create Assistant
Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID.
- Create Booking Calcom Action
Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call.
- Create Booking GHL Action
Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call.
- Create Call
Places a real-time outbound phone call from a Synthflow AI agent to the recipient you specify, and returns the new call's ID.
- Create Information Extractor Open Question Action
Creates an information extractor action that has a Synthflow agent capture a free-form answer from a call. Returns the new action's ID, ready to attach to an agent.
- Create Information Extractor Single Choice Action
Creates an information extractor action that has the agent pick one answer from a list of choices during a call. Returns the new action's ID.
- Create Information Extractor Yes No Action
Creates a yes/no information extractor action, which pulls a yes or no answer out of a call conversation.
- Create SMS Action
Creates a Send SMS action that an agent can use to text a message during a call, and returns the new action's ID.
- Create Transfer Call Action
Creates a live transfer action that a Synthflow agent can use to hand a call over to a phone number, SIP target or phone book.
- Delete Action
Deletes an action from your Synthflow account by its ID.
- Delete Assistant
Deletes a Synthflow agent (assistant) by its ID.
- Detach Action
Detaches one or more actions from a Synthflow agent so the agent can no longer use them.
- Get Action
Returns the details of a Synthflow action, including its type, name, description and configured settings. Can also list the agents the action is assigned to.
- Get Assistant
Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers.
- Get Call
Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found.
- List Actions
Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration.
- Text - Generate Response
Sends a text message to an agent in an existing chat session and returns the response the agent generates.
- Update Assistant
Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed.
- Update Booking Calcom Action
Updates a real-time booking action that schedules appointments through Cal.com, including its availability window, meeting type and SMS confirmation. Returns the ID of the updated action.
- Update Booking GHL Action
Updates a real-time booking action that books appointments through a GoHighLevel calendar, including its scheduling settings, confirmation mode and title. Returns the ID of the updated action.
- Update Information Extractor Open Question Action
Updates an open-question information extractor action in Synthflow, changing its title, description or example answers. Anything left blank keeps its current value.
- Update Information Extractor Single Choice Action
Updates the title, description, answer choices or examples of a single-choice information extractor action. Anything left blank keeps its current value.
- Update Information Extractor Yes No Action
Updates the title, description or example answers of a yes/no information extractor action in Synthflow. Anything left blank keeps its current value.
- Update SMS Action
Updates the name, message text or sending instructions of an existing SMS action.
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 Synthflow 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 Synthflow AI when something happens in PandaDoc?
Any of Synthflow AI's 25 actions, including Create Assistant, Create Booking Calcom Action, Create Booking GHL Action and Create Call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Synthflow AI to PandaDoc?
Synthflow AI has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Synthflow AI's API documentation and adds it.
Do I have to build a connector for PandaDoc or Synthflow 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.
Can my AI client use PandaDoc and Synthflow AI 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.