--- title: "Connect PandaDoc to Trainual - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Send Webhook Test Event\" in Trainual." canonical: "https://apiant.ai/connect/pandadoc-to-trainual" --- # Connect PandaDoc to Trainual When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Send Webhook Test Event** in [Trainual](https://apiant.ai/connections/trainual). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions Trainual **20** 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 Trainual 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 can start in Trainual - When **Document completed** in PandaDoc then **Send Webhook Test Event** in Trainual - When **Document updated** in PandaDoc then **Update user** in Trainual 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 Trainual ## Triggers and actions 3 triggers · 39 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. - Action **Add group** Creates a new group (role, team, department or location) in Trainual, optionally with its members, managers and assigned subjects. - Action **Archive User** Archives (deactivates) a Trainual user so they can no longer access the account. - Action **Assign Roles** Assigns a user to a role in Trainual, keeping the role's existing members. - Action **Assign Subjects** Assigns a Trainual subject to a user, optionally with a due date and completion requirement. - Action **Find content** Searches published Trainual content (subjects, documents, pages, tests, flowcharts, videos, files, checklists and courses) by keyword and returns the best matches. - Action **Get subject** Returns a single Trainual subject by its id, optionally with its owner and content items. - Action **Get user** Returns a single non-archived Trainual user, optionally with the groups they belong to. - Action **Invite New User** Creates a user in your Trainual account and sends (or schedules) their invitation. - Action **List assignments** Returns the training assignments in your Trainual account, optionally limited to one user or one piece of content. - Action **List completions** Returns training completion records in the Trainual account, optionally filtered by user, content, or completion status. - Action **List groups** Returns the groups (roles, teams, departments, locations) in your Trainual account, optionally filtered by kind or by a user's membership. - Action **List responsibilities** Returns the responsibilities in your Trainual account, optionally limited to those assigned to a user or group. - Action **List subjects** Returns the subjects in your Trainual account, optionally with their owners and content items. - Action **List users** Returns the non-archived users in your Trainual account. - Action **Send Webhook Test Event** Asks Trainual to send a test event to a webhook subscription. - Action **Unarchive User** Restores an archived Trainual user to the account and returns the updated user. Other profile details can be changed in the same step. - Action **Unassign Roles** Removes a user from a Trainual role, keeping the role's other members. - Action **Unassigns Subjects** Removes a subject assignment, unassigning that subject from the user it was assigned to. - Action **Update group** Updates a Trainual group's name, description and kind, and optionally replaces its members, managers and assigned subjects. - Action **Update user** Updates an existing Trainual user's profile details, permission and manager, and can archive or restore the user. Returns the updated user. ## 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) - [ **Trainual** Trainual is a simple tool for building the how-to guide for your business.](https://apiant.ai/connections/trainual) 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 Trainual - [ **HubSpot to Trainual** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trainual) - [ **Salesforce to Trainual** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trainual) - [ **Slack to Trainual** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trainual) - [ **Google Sheets to Trainual** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trainual) - [ **Gmail to Trainual** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trainual) - [ **Google Calendar to Trainual** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trainual) Questions ## PandaDoc and Trainual, 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 Trainual when something happens in PandaDoc? Any of Trainual's 20 actions, including Send Webhook Test Event, Update group, Update user and Add group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trainual to PandaDoc? Trainual has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Trainual's API documentation and adds it. ### ### Do I have to build a connector for PandaDoc or Trainual? 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 Trainual 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.