--- title: "Connect PandaDoc and The Old Reader - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Update item\" in The Old Reader." canonical: "https://apiant.ai/connect/pandadoc-to-the-old-reader" --- # Connect PandaDoc and The Old Reader When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Update item** in [The Old Reader](https://apiant.ai/connections/the-old-reader), or **New item** in The Old Reader to **Create contact** in PandaDoc. Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions The Old Reader **1** trigger The Old Reader **12** 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 The Old Reader 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 and The Old Reader can do together ### From PandaDoc to The Old Reader - When **Document completed** in PandaDoc then **Update item** in The Old Reader - When **Document updated** in PandaDoc then **Mark all items as read** in The Old Reader ### From The Old Reader to PandaDoc - When **New item** in The Old Reader then **Create contact** in PandaDoc - When **New item** in The Old Reader 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 The Old Reader ## Triggers and actions 4 triggers · 31 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. - Trigger **New item** Triggers when a new item arrives in your reading list, a folder or a subscription. - Action **Add subscription** Subscribes the account to a feed or website by its URL and returns the new subscription's stream id. - Action **Delete folder** Deletes a folder in The Old Reader and moves its subscriptions to the default folder. - Action **Delete subscription** Unsubscribes from a feed in The Old Reader. - Action **Get items** Returns the full contents (title, body, author, feed, read/starred state) of one or more items by their ids. - Action **Get unread counts** Returns unread item counts for the whole reading list and for each folder, subscription and friend. - Action **List folders** Returns the list of folders in your The Old Reader account. - Action **List items** Returns the items (articles) in a stream such as your reading list, starred items, a folder or a subscription. - Action **List subscriptions** Returns every feed subscription in your The Old Reader account, with each feed's title, folders, site URL and icon. - Action **Mark all items as read** Marks all items in a stream (everything, a folder, a subscription or a friend's shares) as read, optionally only those older than a given time. - Action **Update folder** Renames a folder in The Old Reader. - Action **Update item** Updates an item's state: marks it read or unread, starred, liked or shared. - Action **Update subscription** Renames a subscription or moves it between folders. ## 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) - [ **The Old Reader** RSS reader](https://apiant.ai/connections/the-old-reader) 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 The Old Reader - [ **HubSpot to The Old Reader** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-the-old-reader) - [ **Salesforce to The Old Reader** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-the-old-reader) - [ **Slack to The Old Reader** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-the-old-reader) - [ **Google Sheets to The Old Reader** Google Sheets](https://apiant.ai/connect/google-sheets-to-the-old-reader) - [ **Gmail to The Old Reader** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-the-old-reader) - [ **Google Calendar to The Old Reader** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-the-old-reader) Questions ## PandaDoc and The Old Reader, 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 The Old Reader when something happens in PandaDoc? Any of The Old Reader's 12 actions, including Update folder, Update item, Update subscription and Add subscription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from The Old Reader to PandaDoc? Yes. When something happens in The Old Reader, your agent can act in PandaDoc too. This page covers both directions: The Old Reader's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or The Old Reader? 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 The Old Reader 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.