--- title: "Connect Wistia and PandaDoc - APIANT.ai" description: "When \"New media\" fires in Wistia, your agent runs \"Create contact\" in PandaDoc, or \"Document completed\" in PandaDoc to \"Copy project\" in Wistia." canonical: "https://apiant.ai/connect/wistia-to-pandadoc" --- # Connect Wistia and PandaDoc When **New media** fires in [Wistia](https://apiant.ai/connections/wistia), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Copy project** in Wistia. Describe the whole flow and it is built, tested on every scenario and kept running. Wistia **2** triggers Wistia **15** actions PandaDoc **3** triggers PandaDoc **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Wistia and PandaDoc 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) If your team sells video work with PandaDoc and delivers it in Wistia, connecting the two means a signed agreement can set up the client's project and videos without anyone copying names by hand. Document details, statuses and template fields on the PandaDoc side line up with projects, medias and player settings on the Wistia side. Example flows ## What Wistia and PandaDoc can do together ### From Wistia to PandaDoc - When **New media** in Wistia then **Create contact** in PandaDoc - When **New project** in Wistia then **Update contact** in PandaDoc ### From PandaDoc to Wistia - When **Document completed** in PandaDoc then **Copy project** in Wistia - When **Document updated** in PandaDoc then **Create project** in Wistia 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 Wistia and PandaDoc ## Triggers and actions 5 triggers · 34 actions - Trigger **New media** Triggers when a new media is uploaded to your Wistia account. - Trigger **New project** Triggers when a new project is created in your Wistia account. - Action **Copy media** Copy a media to a destination project. - Action **Copy project** Copy an existing project, including all of its medias. - Action **Create project** Create a new project in your Wistia account. - Action **Delete media** Delete a media by its hashed id. - Action **Delete project** Delete a project and all of its medias. - Action **Get account** Retrieve information about your Wistia account. - Action **Get media** Retrieve a single media by its hashed id. - Action **Get media customizations** Retrieve the player customizations (embed options) for a media. - Action **Get media stats** Retrieve aggregated engagement statistics for a media. - Action **Get project** Retrieve a single project by its hashed id, including its medias. - Action **List medias** List medias, optionally filtered by project, name, or type. - Action **List projects** List all projects in your Wistia account. - Action **Update media** Update a media's name or description. - Action **Update media customizations** Replace the player customizations (embed options) for a media. Provide a JSON object of customization keys. - Action **Update project** Update an existing project's attributes. - 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. ## Each app on its own - [ **Wistia** Wistia makes it easy to host, track, and measure video engagement online.](https://apiant.ai/connections/wistia) - [ **PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connections/pandadoc) Reviews ## What our customers say ## More from Wistia - [ **Wistia to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wistia-to-zoom) - [ **Wistia to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wistia-to-anthropic) - [ **Wistia to Pushover** Pushover sends real-time push notifications to your phone, tablet, desktop, and watch.](https://apiant.ai/connect/wistia-to-pushover) - [ **Wistia to Customer.io** With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.](https://apiant.ai/connect/wistia-to-customer-io) - [ **Wistia to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/wistia-to-ip2location) - [ **Wistia to Wufoo** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connect/wistia-to-wufoo) ## More into PandaDoc - [ **HubSpot to PandaDoc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pandadoc) - [ **Mailchimp to PandaDoc** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pandadoc) - [ **ActiveCampaign to PandaDoc** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-pandadoc) - [ **JIRA to PandaDoc** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-pandadoc) - [ **Intercom to PandaDoc** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-pandadoc) - [ **JotForm to PandaDoc** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/jotform-to-pandadoc) Questions ## Wistia and PandaDoc, answered ### ### Can a signed PandaDoc contract create the client's Wistia project on its own? Yes. The instant or polling completed trigger in PandaDoc starts the run, and Wistia's create project and copy media actions build the client space and drop in the videos you want there. You can read the document details first so the project name matches the signer or company on the contract. ### ### What happens if a document is updated but not signed yet? The document updated trigger in PandaDoc fires on creation and on status changes, so you can check the status before doing anything in Wistia. The agent tests every scenario, including documents that are still in draft or sent, so nothing is created or renamed early. ### ### What can start an automation from Wistia? Any of Wistia's 2 triggers in the catalog, including New media and New project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Wistia? Any of PandaDoc's 19 actions, including Create contact, Create document from template, Get document details and Create document link. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PandaDoc to Wistia? Yes. When something happens in PandaDoc, your agent can act in Wistia too. This page covers both directions: PandaDoc's triggers and Wistia's actions are listed here as well. ### ### Do I have to build a connector for Wistia or PandaDoc? 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 Wistia and PandaDoc 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.