Integration
Connect PandaDoc and Upsales
When Document completed fires in PandaDoc, your agent runs Add order in Upsales, or New Activity in Upsales 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 Upsales to do together?
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Connect your AI client
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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 Upsales can do together
From PandaDoc to Upsales
When Document completed in PandaDoc
then Add order in Upsales
From Upsales to 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 Upsales
Triggers and actions 9 triggers · 31 actions
- Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates an existing contact by ID.
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
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
Reviews
What our customers say
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Questions
PandaDoc and Upsales, 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 Upsales when something happens in PandaDoc?
Any of Upsales's 12 actions, including Create Contact, Update opportunity, Update order and Add order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Upsales to PandaDoc?
Yes. When something happens in Upsales, your agent can act in PandaDoc too. This page covers both directions: Upsales's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Upsales?
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 Upsales 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.