--- title: "Connect PandaDoc and WordPress - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Add comment\" in WordPress, or \"New Comment\" in WordPress to \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/pandadoc-to-wordpress" --- # Connect PandaDoc and WordPress When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Add comment** in [WordPress](https://apiant.ai/connections/wordpress), or **New Comment** in WordPress 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 WordPress **7** triggers WordPress **16** 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 WordPress 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 WordPress can do together ### From PandaDoc to WordPress - When **Document completed** in PandaDoc then **Add comment** in WordPress - When **Document updated** in PandaDoc then **Add page** in WordPress ### From WordPress to PandaDoc - When **New Comment** in WordPress then **Create contact** in PandaDoc - When **New Media** in WordPress 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 WordPress ## Triggers and actions 10 triggers · 35 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 Comment** Triggers when a new comment is posted on your WordPress site. - Trigger **New Media** Triggers when a new media item (image, video, audio or document) is uploaded to the WordPress media library. - Trigger **New page** Triggers when a new page is created on the WordPress site. - Trigger **New Post** Triggers when a new post is published on your WordPress site. - Trigger **New User** Triggers when a new user registers on your WordPress site. - Trigger **Updated Post** Triggers when a post is created or updated, newest changes first. - Trigger **Updated User** Triggers when a WordPress user is added or their profile is changed (name, email, roles, bio and other details). - Action **Add category** Creates a new post category on your WordPress site and returns the created category. - Action **Add comment** Adds a new comment to a WordPress post or page. - Action **Add page** Creates a new page on your WordPress site with the title, content, status and other details you provide. - Action **Add tag** Creates a new tag on your WordPress site. - Action **Create Post** Creates a new post on your WordPress site with the title, content, status, categories and tags you provide. - Action **Create User** Creates a new user account on your WordPress site with the login name, email and password you provide. - Action **Delete post** Deletes a post, moving it to the trash or removing it permanently. - Action **Delete user** Permanently deletes a WordPress user and reassigns their posts and links to another user. - Action **Find comments by criteria** Finds comments on the WordPress site matching search text, post, author, status, date range and other criteria. - Action **Find pages by criteria** Returns the pages on your WordPress site that match the search text, slug, author, status, dates and other criteria you supply. - Action **Find Post** Finds posts on your WordPress site matching a search text, slug, author, category, tag, status or date range. - Action **Find User** Finds WordPress users matching a search text, slug, role or other criteria and returns the matching users. - Action **Update page** Updates an existing page on your WordPress site. Only the fields you fill in are changed. - Action **Update Post** Updates an existing WordPress post's title, content, status, categories, tags and other details. Only the fields you fill in are changed. - Action **Update User** Updates an existing WordPress user's profile, such as their name, email, roles or password. Fields left blank are not changed. - Action **Upload Media** Uploads a file from a URL to the WordPress media library and returns the new media item. ## 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) - [ **WordPress** WordPress is web software you can use to create a beautiful website or blog.](https://apiant.ai/connections/wordpress) 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 WordPress - [ **HubSpot to WordPress** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wordpress) - [ **Salesforce to WordPress** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wordpress) - [ **Slack to WordPress** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wordpress) - [ **Google Sheets to WordPress** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wordpress) - [ **Gmail to WordPress** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wordpress) - [ **Google Calendar to WordPress** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wordpress) Questions ## PandaDoc and WordPress, 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 WordPress when something happens in PandaDoc? Any of WordPress's 16 actions, including Create Post, Create User, Update page and Update Post. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WordPress to PandaDoc? Yes. When something happens in WordPress, your agent can act in PandaDoc too. This page covers both directions: WordPress's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or WordPress? 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 WordPress 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.