--- title: "Connect PandaDoc and Timing - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Create Project\" in Timing, or \"New Project\" in Timing to \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/pandadoc-to-timing" --- # Connect PandaDoc and Timing When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Create Project** in [Timing](https://apiant.ai/connections/timing), or **New Project** in Timing 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 Timing **4** triggers Timing **21** 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 Timing 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 Timing can do together ### From PandaDoc to Timing - When **Document completed** in PandaDoc then **Create Project** in Timing - When **Document updated** in PandaDoc then **Update Project** in Timing ### From Timing to PandaDoc - When **New Project** in Timing then **Create contact** in PandaDoc - When **New Team** in Timing 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 Timing ## Triggers and actions 7 triggers · 40 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 Project** Triggered when a new project is created in Timing. - Trigger **New Team** Triggered when you are added to a new team in Timing. - Trigger **New Time Entry** Triggered when a new time entry is logged in Timing. - Trigger **New Timer Started and Running** Triggered when a new timer is started and is still running in Timing. - Action **Batch Update Time Entries** Updates several Timing time entries at once — moves them to a project, retitles them, sets notes, billing status or custom fields. Anything left blank is left untouched on the entries. - Action **Create Project** Creates a new project in Timing, optionally under a parent project, and returns the created project. - Action **Create Time Entry** Logs a finished block of work in Timing between a start and end time, optionally against a project, and returns the created time entry. - Action **Delete Project** Deletes a project in Timing, along with all of its child projects. - Action **Delete Time Entry** Deletes a time entry in Timing. - Action **Find Project** Searches your Timing projects by title and returns the first match, plus the full list of matches. - Action **Find Team** Finds a team you belong to in Timing by its name and returns the first match, plus every team whose name matched. - Action **Generate Report** Builds a time report in Timing over a date range, broken down by the columns you choose, and returns the report rows with their durations. - Action **Get Activity Hierarchy** Returns a readable breakdown of what you worked on in Timing over a date range, as tab-indented text grouped by project and app with durations. - Action **List Projects** Returns the projects you can see in Timing, optionally filtered by title, team, or hiding archived ones. - Action **List Team Members** Returns the active members of a Timing team. People with a pending invitation are not included. - Action **List Teams** Returns all the Timing teams you are a member of. - Action **List Time Entries** Returns your Timing time entries, optionally narrowed by date range, project, team member, search text or billing status. - Action **Show Latest Time Entry** Returns your most recent time entry in Timing. - Action **Show Project** Returns a single Timing project with its colour, notes, billing default, parent and child projects. - Action **Show Running Timer** Returns the timer that is currently running in Timing. Errors with a not-found if no timer is running. - Action **Show Time Entry** Returns a single Timing time entry with its times, duration, project, notes and billing status. - Action **Start Timer** Starts a running timer in Timing, stopping any timer that is already running, and returns the new entry. - Action **Stop Timer** Stops the timer that is currently running in Timing and returns the finished time entry. - Action **Update Project** Updates a Timing project's name, colour, notes, archive state or billing default. Anything left blank keeps its current value. - Action **Update Time Entry** Updates a Timing time entry — its times, project, title, notes or billing status. Anything left blank keeps its current value. ## 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) - [ **Timing** Timing is an automatic time tracking app for macOS.](https://apiant.ai/connections/timing) 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 Timing - [ **Favro to Timing** Plan a wedding, build an award winning video game or even send a rocket into space.](https://apiant.ai/connect/favro-to-timing) - [ **Pipefy to Timing** The easy button for processes and workflows Easily organize and run all your processes in one place, leaving...](https://apiant.ai/connect/pipefy-to-timing) - [ **HubSpot to Timing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timing) - [ **Salesforce to Timing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timing) - [ **Slack to Timing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timing) - [ **Gmail to Timing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timing) Questions ## PandaDoc and Timing, 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 Timing when something happens in PandaDoc? Any of Timing's 21 actions, including Create Project, Create Time Entry, Update Project and Update Time Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timing to PandaDoc? Yes. When something happens in Timing, your agent can act in PandaDoc too. This page covers both directions: Timing's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or Timing? 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 Timing 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.