Integration
Connect LeanKit and PandaDoc
When New card fires in LeanKit, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Add Comment in LeanKit. 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 LeanKit and PandaDoc to do together?
Ask the assistant
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)PandaDoc holds the quotes and proposals your team sends; LeanKit holds the work that follows. Joining them means a signed PandaDoc document can open a card on the right LeanKit board with the entered field values, and a card reaching a lane can start the document it needs. Both directions run on the triggers and actions each app already offers.
Example flows
What LeanKit and PandaDoc can do together
From LeanKit to PandaDoc
When New card in LeanKit
then Create contact in PandaDoc
From PandaDoc to LeanKit
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 LeanKit and PandaDoc
Triggers and actions 6 triggers · 56 actions
- New board
Polling trigger: fires when a new board is created.
- New card
Polling trigger: fires when a new card is added to the specified board.
- New card in lane
Polling trigger: fires when a new card is added to the specified lane in the specified board.
- Add Card Connections
Create parent and child connections — LeanKit AgilePlace v2 API (connections/create)
- Add Comment
Create a comment — LeanKit AgilePlace v2 API (comment/create)
- Archive a board
Archive a board — LeanKit AgilePlace v2 API (board/archive)
- Assign or unassign one or more users or teams to cards
Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
- Create a card
Create a card — LeanKit AgilePlace v2 API (card/create)
- Create an attachment
Create an attachment — LeanKit AgilePlace v2 API (attachment/create)
- Create a new board
Create a new board — LeanKit AgilePlace v2 API (board/create)
- Create a new planning increment
Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
- Create a new planning series
Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
- Create a team
Create a team — LeanKit AgilePlace v2 API (team/create)
- Create dependencies
Create dependencies — LeanKit AgilePlace v2 API (dependencies/create)
- Delete a board
Delete a board — LeanKit AgilePlace v2 API (board/delete)
- Delete an attachment
Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
- Delete a planning increment by id
Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
- Delete a team
Delete a team — LeanKit AgilePlace v2 API (team/delete)
- Delete Card
Delete a card by id — LeanKit AgilePlace v2 API (card/delete)
- Delete multiple cards
Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
- Get a list of attachments for a card
Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
- Get a list of cards
Get a list of cards — LeanKit AgilePlace v2 API (card/list)
- Get a list of leaf lanes for a board (lanes that can hold cards)
Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
- Get a list of parent cards
Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
- Get a list of planning series for an account
Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
- Get a list of tags on a board
Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
- Get a list of task cards for a card
Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
- Get an attachment's contents
Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
- Get a specified planning series
Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
- Get Board
Retrieve a board by ID, including its lanes.
- Get Card
Get card details by card id — LeanKit AgilePlace v2 API (card/get)
- Get User
Retrieve a user by ID.
- List Boards
List boards on the account.
- List Board Users
List board users — LeanKit AgilePlace v2 API (board/user-roles)
- List Comments
List comments on a card.
- List Users
List users on the account.
- Move Card
Move a card — LeanKit AgilePlace v2 API (card/move)
- Search Cards
Search cards on a board with filters.
- Unarchive a board
Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
- Update Card
Update a card — LeanKit AgilePlace v2 API (card/update)
- 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.
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
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Questions
LeanKit and PandaDoc, answered
Can the LeanKit card carry details the client filled in on the PandaDoc document?
Yes. The agent reads the entered field and token values from the completed PandaDoc document and writes them into the card it creates in LeanKit, so the owner sees names, terms and pricing without opening the document.
Can a card in LeanKit start a quote in PandaDoc?
Yes. A new card on a board or in a specific lane can trigger creation of a PandaDoc document from a chosen template, and the agent can also create the PandaDoc contact for the customer on the card. The agent tests each scenario before it goes live.
What can start an automation from LeanKit?
Any of LeanKit's 3 triggers in the catalog, including New card, New card in lane and New board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in LeanKit?
Any of PandaDoc's 19 actions, including Create contact, Create document from template, Get document entered data 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 LeanKit?
Yes. When something happens in PandaDoc, your agent can act in LeanKit too. This page covers both directions: PandaDoc's triggers and LeanKit's actions are listed here as well.
Do I have to build a connector for LeanKit 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 LeanKit 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.