Integration
Connect PandaDoc to Teambook
When something happens in PandaDoc, your agent does the next thing in Teambook. Describe it 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 Teambook to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Teambook
When Document completed in PandaDoc
then Add Actual log in Teambook
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 Teambook
Triggers and actions 3 triggers · 53 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.
- Add Actual log
Creates one or more time-tracking actual logs in a batch.
- Add Booking
Creates one or more bookings in a batch.
- Add Client
Creates a client record.
- Add Task
Creates a task, optionally scoped to a project (omit project_id for account-wide task).
- Create Project
Create a Project inside Teambook
- Create User
Creates a teambook User
- Deactivate User
Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history.
- Delete Actual log
Deletes an actual log by id.
- Delete Booking
Removes a single booking from Teambook.
- Delete Project
Deletes a project by id.
- Delete Task
Deletes a task from the Teambook account.
- Delete User
Deletes a user from the Teambook account.
- Get Actual log
Retrieve a single Teambook actual log (time entry) by its id.
- Get Booking
Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id.
- Get Client
Retrieves a single client by id.
- Get Project
Retrieves a single project by id.
- Get Task
Retrieves a single task by id.
- Get Team
Retrieve a single Teambook team by its id.
- Get User
Retrieve a single Teambook user by id.
- List Actual logs
Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range.
- List Bookings
Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings.
- List Clients
Returns every client in the Teambook account.
- List Project capacities
Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page.
- List Projects
Lists all projects in the Teambook account.
- List Tasks
Lists all tasks.
- List Teams
Lists all teams in the Teambook account.
- List User capacities
Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month).
- List Users
Lists all users in the Teambook account.
- Update Actual log
Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment.
- Update Booking
Updates an existing Teambook booking; only the fields you fill in are changed.
- Update Client
Edits a client's name, phone_number, or email.
- Update Project
Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields).
- Update Task
Edits a task's name or project_id.
- Update User
Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule.
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 Teambook, 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 Teambook when something happens in PandaDoc?
Any of Teambook's 34 actions, including Create Project, Create User, Update Actual log and Update Booking. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teambook to PandaDoc?
Teambook has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Teambook's API documentation and adds it.
Do I have to build a connector for PandaDoc or Teambook?
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.
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.