--- title: "Connect PandaDoc and Vimeo OTT - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Create collection\" in Vimeo OTT." canonical: "https://apiant.ai/connect/pandadoc-to-vimeo-ott" --- # Connect PandaDoc and Vimeo OTT When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Create collection** in [Vimeo OTT](https://apiant.ai/connections/vimeo-ott), or **New customer** in Vimeo OTT 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 Vimeo OTT **2** triggers Vimeo OTT **14** 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 Vimeo OTT 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 Vimeo OTT can do together ### From PandaDoc to Vimeo OTT - When **Document completed** in PandaDoc then **Create collection** in Vimeo OTT - When **Document updated** in PandaDoc then **Create product** in Vimeo OTT ### From Vimeo OTT to PandaDoc - When **New customer** in Vimeo OTT then **Create contact** in PandaDoc - When **New video** in Vimeo OTT 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 Vimeo OTT ## Triggers and actions 5 triggers · 33 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 **New customer** Polls for newly created customers (sorted newest first). - Trigger **New video** Polls for newly created videos (sorted newest first). - Action **Create collection** Creates a new collection (category, series, season, playlist, etc.). - Action **Create product** Creates a new product. - Action **Create video** Creates a new video. - Action **Delete video** Deletes a video. - Action **Get analytics report** Retrieves an analytics report (traffic, income, units, subscribers, churn, or video). - Action **Get collection** Retrieves a specific collection by ID. - Action **Get product** Retrieves a specific product by ID. - Action **Get video** Retrieves a specific video by ID. - Action **List collections** Lists all collections. - Action **List customers** Lists customers. Supports pagination and email/product filters. - Action **List product prices** Lists a product's prices in all currencies. - Action **List products** Lists all products. - Action **List video files** Lists the encoded files for a video. - Action **List videos** Lists all videos. Supports product/collection/query filters and pagination. ## 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) - [ **Vimeo OTT** Vimeo OTT (formerly VHX) is an over-the-top video monetization platform for launching subscription and...](https://apiant.ai/connections/vimeo-ott) 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 Vimeo OTT - [ **Shopify to Vimeo OTT** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-vimeo-ott) - [ **MINDBODY to Vimeo OTT** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-vimeo-ott) - [ **HubSpot to Vimeo OTT** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vimeo-ott) - [ **Salesforce to Vimeo OTT** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vimeo-ott) - [ **Slack to Vimeo OTT** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vimeo-ott) - [ **Google Sheets to Vimeo OTT** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vimeo-ott) Questions ## PandaDoc and Vimeo OTT, 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 Vimeo OTT when something happens in PandaDoc? Any of Vimeo OTT's 14 actions, including Create collection, Create product, Create video and Get analytics report. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vimeo OTT to PandaDoc? Yes. When something happens in Vimeo OTT, your agent can act in PandaDoc too. This page covers both directions: Vimeo OTT's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or Vimeo OTT? 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 Vimeo OTT 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.