Integration
Connect PandaDoc to Teachable
When Document completed fires in PandaDoc, your agent runs Unenroll Student From Course by Email in Teachable. 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 Teachable 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 Teachable
When Document completed in PandaDoc
then Unenroll Student From Course by Email in Teachable
When Document updated in PandaDoc
then Create New User in Teachable
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 Teachable
Triggers and actions 3 triggers · 33 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.
Action
Create New UserCreates a new user (student) in your Teachable school. If a user with the email already exists, returns that user and their course enrollments.
Action
Find StudentFinds a student in your Teachable school by email address and returns their name, email and user ID.
Action
Get courseReturns a course from your Teachable school by its ID, including its name, subtitle, description, publish status, image, author bio and curriculum sections with lectures.
Action
Get course progressReturns a student's progress in a course: percent complete, enrollment and completion dates, certificate details, and per-lecture completion status.
Action
Get userReturns a Teachable user by ID, including their role, tags, and the courses they are or have been enrolled in with progress.
Action
List course enrollmentsReturns the students actively enrolled in a course, with each student's enrollment date, expiry, completion date and percent complete.
Action
List coursesReturns the courses at your Teachable school, optionally filtered by name, published status, author or creation date.
Action
List pricing plansReturns all pricing plans at your Teachable school, with each plan's name, price, currency and course.
Action
List transactionsReturns the sales transactions made in your school, optionally filtered by student, course, pricing plan, affiliate, refund or chargeback status, and date range.
Action
List usersReturns the users at your Teachable school, with their ID, name and email. Optionally filter to a single email address.
Action
Mark lecture completeMarks a lecture in a Teachable course as complete for a student.
Action
Unenroll Student From Course by EmailRemoves a student from a course, finding the student by their email address. Fails when no student with that email exists.
Action
Unenroll Student From Course by User ID (Legacy)Removes a student from a Teachable course using the student's user ID.
Action
Update userUpdates a Teachable user's name or signup source and returns the updated user with their course enrollments and tags.
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
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Questions
PandaDoc and Teachable, 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 Teachable when something happens in PandaDoc?
Any of Teachable's 14 actions, including Create New User, Update user, Find Student and Get course. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teachable to PandaDoc?
Teachable has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Teachable's API documentation and adds it.
Do I have to build a connector for PandaDoc or Teachable?
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 Teachable 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.