Integration
Connect PandaDoc and Ubidots
When Document completed fires in PandaDoc, your agent runs Add event in Ubidots, or Device Is Updated in Ubidots to Create contact in PandaDoc. Describe the whole flow 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 Ubidots to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 and Ubidots can do together
From PandaDoc to Ubidots
When Document completed in PandaDoc
then Add event in Ubidots
When Document updated in PandaDoc
then Add device in Ubidots
From Ubidots to PandaDoc
When Device Is Updated in Ubidots
then Create contact in PandaDoc
When Variable Updated in Ubidots
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 Ubidots
Triggers and actions 6 triggers · 34 actions
Trigger
Document completedPolling 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 updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates an existing contact by ID.
Trigger
Device Is UpdatedTriggers when a device is created or any of its fields (name, description, tags, properties, organization, status) changes.
Trigger
Event Is TriggeredTriggers when a chosen Ubidots event fires, returning the new log entry for that event.
Trigger
Variable UpdatedTriggers when a variable is created or its settings (name, description, unit, tags, properties) change.
Action
Add deviceCreates a new device in your Ubidots account.
Action
Add eventCreates a new Ubidots event (alert rule) with its triggers, actions and active schedule.
Action
Add variableCreates a new variable on a Ubidots device.
Action
Create DotSends a single Dot (a value with optional timestamp and context) to a variable on a device. The device and variable are created automatically if they do not exist.
Action
Create Multiple Dots on Same DeviceSends values to one or more variables of a Ubidots device in a single call, creating the device and variables if they do not exist.
Action
Delete devicePermanently deletes a device and its variables from your Ubidots account.
Action
Delete variablePermanently deletes a variable and its data from Ubidots.
Action
Get data seriesReturns time-series values for one or more variables over a time range, each with its device and variable details.
Action
Get deviceReturns a single Ubidots device, looked up by its ID or label.
Action
Get device last valuesReturns the most recent value of every variable on a Ubidots device.
Action
Get variableReturns a single Ubidots variable, including its device, unit, tags, properties and last value.
Action
List devicesReturns the devices in your Ubidots account, with their labels, names, tags and activity details.
Action
List variablesReturns the variables in the Ubidots account, each with its device, label, name, type, unit and last value.
Action
Update deviceUpdates the specified fields of an existing Ubidots device, such as its name, label, description, tags, properties or organization, and returns the updated device.
Action
Update variableUpdates the specified fields of an existing Ubidots variable, such as its name, label, unit, tags or description. Returns the updated variable.
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
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Questions
PandaDoc and Ubidots, 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 Ubidots when something happens in PandaDoc?
Any of Ubidots's 15 actions, including Create Dot, Create Multiple Dots on Same Device, Update device and Update variable. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ubidots to PandaDoc?
Yes. When something happens in Ubidots, your agent can act in PandaDoc too. This page covers both directions: Ubidots's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Ubidots?
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 Ubidots 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.