Build solutions, not workarounds.
What do you want PandaDoc and Yeeflow to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 can start in Yeeflow
When Document completed in PandaDoc
then Create webhook in Yeeflow
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 Yeeflow
Triggers and actions 3 triggers · 24 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.
- Create webhook
Subscribes a callback URL to a Yeeflow resource event. Returns the new webhook's ID and unsubscribe address.
- Delete webhook
Deletes a Yeeflow webhook subscription by its ID.
- Get File Content
Downloads the content of a Yeeflow file (for example an attachment stored in a list item's Attachment field) by its file ID.
- Get webhook
Fetches a webhook subscription by ID: the resource and event type it listens for, its channel label, callback address and whether it is enabled. An error occurs if the webhook is not found.
- Upload File
Uploads a temporary file to Yeeflow. The returned file object can be used to create a list item, start a workflow, or run an agent. Unreferenced temporary files are removed after a period of time.
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
More from PandaDoc
PandaDoc to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PandaDoc to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
PandaDoc to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
PandaDoc to PipedrivePipedrive is a sales CRM and pipeline management tool.
PandaDoc to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
PandaDoc to AsanaAsana is a collaborative information manager for workspace.
More into Yeeflow
HubSpot to YeeflowHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to YeeflowSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to YeeflowGoogle Sheets
Gmail to YeeflowGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to YeeflowGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
PandaDoc and Yeeflow, 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 Yeeflow when something happens in PandaDoc?
Any of Yeeflow's 5 actions, including Create webhook, Upload File, Get File Content and Get webhook. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Yeeflow to PandaDoc?
Yeeflow has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Yeeflow's API documentation and adds it.
Do I have to build a connector for PandaDoc or Yeeflow?
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.
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.