--- title: "Connect PandaDoc to Synthflow AI - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Create Assistant\" in Synthflow AI." canonical: "https://apiant.ai/connect/pandadoc-to-synthflow-ai" --- # Connect PandaDoc to Synthflow AI When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Create Assistant** in [Synthflow AI](https://apiant.ai/connections/synthflow-ai). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions Synthflow AI **25** 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 Synthflow AI 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 can start in Synthflow AI - When **Document completed** in PandaDoc then **Create Assistant** in Synthflow AI - When **Document updated** in PandaDoc then **Create Booking Calcom Action** 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 - 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. - Action **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. - Action **Create Assistant** Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID. - Action **Create Booking Calcom Action** Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call. - Action **Create Booking GHL Action** Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call. - Action **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. - Action **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. - Action **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. - Action **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. - Action **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. - Action **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. - Action **Delete Action** Deletes an action from your Synthflow account by its ID. - Action **Delete Assistant** Deletes a Synthflow agent (assistant) by its ID. - Action **Detach Action** Detaches one or more actions from a Synthflow agent so the agent can no longer use them. - Action **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. - Action **Get Assistant** Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers. - Action **Get Call** Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found. - Action **List Actions** Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration. - Action **Text - Generate Response** Sends a text message to an agent in an existing chat session and returns the response the agent generates. - Action **Update Assistant** Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed. - Action **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. - 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. - 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. - Action **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. - Action **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. - Action **Update SMS Action** Updates the name, message text or sending instructions of an existing SMS action. ## 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) - [ **Synthflow AI** Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions...](https://apiant.ai/connections/synthflow-ai) 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 Synthflow AI - [ **HubSpot to Synthflow AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-synthflow-ai) - [ **Salesforce to Synthflow AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-synthflow-ai) - [ **Slack to Synthflow AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-synthflow-ai) - [ **Google Sheets to Synthflow AI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-synthflow-ai) - [ **Gmail to Synthflow AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-synthflow-ai) - [ **Google Calendar to Synthflow AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-synthflow-ai) 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.