Integration
Connect PandaDoc and US Global Mail
When Document completed fires in PandaDoc, your agent runs Update mail item in US Global Mail, or New Mail in US Global Mail 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 US Global Mail 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 US Global Mail can do together
From PandaDoc to US Global Mail
When Document completed in PandaDoc
then Update mail item in US Global Mail
From US Global Mail 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 US Global Mail
Triggers and actions 4 triggers · 35 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 Mail
Triggers when a new mail item arrives in your US Global Mail mailbox.
- Add address
Adds a new shipping or check-deposit address to your US Global Mail account.
- Add folder
Creates a new mail folder with a name and an optional color.
- Add scan request
Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account.
- Archive mail item
Moves a mail item out of the active inbox into the archive and returns the updated mail item.
- Delete folder
Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled.
- Discard mail item
Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded.
- Get account
Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number.
- Get mail item
Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder.
- Get shipment
Returns the details of one shipment, including its status, tracking number, destination and packed mail items.
- List addresses
Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type.
- List folders
Returns all of your US Global Mail folders, with each folder's name and color.
- List mail items
Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text.
- List scans
Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date.
- List shipments
Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status.
- Update folder
Renames a mail folder or changes its color.
- Update mail item
Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item.
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
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Questions
PandaDoc and US Global Mail, 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 US Global Mail when something happens in PandaDoc?
Any of US Global Mail's 16 actions, including Update folder, Update mail item, Add address and Add folder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from US Global Mail to PandaDoc?
Yes. When something happens in US Global Mail, your agent can act in PandaDoc too. This page covers both directions: US Global Mail's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or US Global Mail?
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 US Global Mail 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.