--- title: "Connect PandaDoc and TrackMage - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Add order item\" in TrackMage." canonical: "https://apiant.ai/connect/pandadoc-to-trackmage" --- # Connect PandaDoc and TrackMage When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Add order item** in [TrackMage](https://apiant.ai/connections/trackmage), or **New Order Created** in TrackMage 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 TrackMage **7** triggers TrackMage **13** 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 TrackMage 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 TrackMage can do together ### From PandaDoc to TrackMage - When **Document completed** in PandaDoc then **Add order item** in TrackMage - When **Document updated** in PandaDoc then **Create Order** in TrackMage ### From TrackMage to PandaDoc - When **New Order Created** in TrackMage then **Create contact** in PandaDoc - When **New Shipment Created** in TrackMage 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 TrackMage ## Triggers and actions 10 triggers · 32 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 **Deleted Order** Triggers when an order is deleted in a TrackMage workspace. - Trigger **Deleted Shipment** Triggers when a shipment is deleted in a TrackMage workspace. - Trigger **New Order Created** Triggers when a new order is created in the selected TrackMage workspace. - Trigger **New Shipment Created** Triggers when a new shipment is created in the selected TrackMage workspace. - Trigger **Updated Order** Triggers when an order is updated in a TrackMage workspace. - Trigger **Updated Shipment** Triggers when a shipment is updated in the selected TrackMage workspace. - Trigger **Updated Shipment Tracking Status** Triggers when the tracking status of a shipment in the selected TrackMage workspace changes. - Action **Add order item** Adds a line item (product, quantity and price) to an existing TrackMage order. - Action **Add product** Creates a product in your TrackMage team catalog. - Action **Create Order** Creates an order in a TrackMage workspace, with optional customer contact details, totals and shipping/billing addresses. - Action **Create Shipment** Creates a shipment in a TrackMage workspace so its tracking number is monitored. - Action **Create Tracking Page Link** Generates a shareable link to a TrackMage tracking page, optionally preset to a specific tracking number. - Action **Delete order** Deletes an order from your TrackMage workspace. - Action **Delete shipment** Deletes a shipment from your TrackMage workspace. - Action **Get order** Returns a TrackMage order by its id, including its status, totals, addresses and linked shipments. - Action **Get product** Returns a single product from your TrackMage catalog, including its name, SKU, URLs and variants. - Action **Get shipment** Returns one shipment, including its tracking number, carrier, tracking status, linked orders and delivery address. - Action **List shipment checkpoints** Returns the tracking checkpoints (date, location and status info) recorded for a shipment. - Action **Update order** Updates an existing TrackMage order's totals, status, contact details and shipping or billing address. Fields left blank are not changed. - Action **Update shipment** Updates an existing shipment's tracking number, carrier, contact details, address, status and linked orders. ## 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) - [ **TrackMage** TrackMage is an order tracking platform that combines order fulfillment and customer support to provide...](https://apiant.ai/connections/trackmage) 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 TrackMage - [ **HubSpot to TrackMage** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trackmage) - [ **Salesforce to TrackMage** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trackmage) - [ **Slack to TrackMage** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trackmage) - [ **Google Sheets to TrackMage** Google Sheets](https://apiant.ai/connect/google-sheets-to-trackmage) - [ **Gmail to TrackMage** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trackmage) - [ **Google Calendar to TrackMage** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trackmage) Questions ## PandaDoc and TrackMage, 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 TrackMage when something happens in PandaDoc? Any of TrackMage's 13 actions, including Create Order, Create Shipment, Create Tracking Page Link and Update order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TrackMage to PandaDoc? Yes. When something happens in TrackMage, your agent can act in PandaDoc too. This page covers both directions: TrackMage's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or TrackMage? 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 TrackMage 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.