Integration

Connect PandaDoc and Typeform

When Document completed fires in PandaDoc, your agent runs Create Form in Typeform, or New Form Response in Typeform to Create contact in PandaDoc. 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 PandaDoc and Typeform to do together?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Examples

Pick one to fill the box, then change anything: the steps, the wording, even the apps. Go as long as you like.

Connect your AI client

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)
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)

Typeform collects the brief, PandaDoc turns it into a signed document. Joining them means a completed form response can create the contact, build the proposal from your template and send it, while a completed PandaDoc document can trigger the next Typeform form or pull the answers behind the deal. The agent builds the setup, tests every scenario and keeps it running.

Example flows

What PandaDoc and Typeform can do together

From PandaDoc to Typeform

From Typeform to 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 Typeform

Triggers and actions 4 triggers ยท 39 actions

Each app on its own

Reviews

What our customers say

More from PandaDoc

More into Typeform

Questions

PandaDoc and Typeform, answered

Can a Typeform submission create a proposal without anyone retyping the answers?

Yes. The New Form Response trigger in Typeform can feed Create contact and Create document from template in PandaDoc, passing answers into tokens and fields. Send document then moves it out of draft, with your own subject and message.

What can happen in Typeform once a PandaDoc document is signed?

The Document completed and Document completed (instant) triggers in PandaDoc can run Create Form in Typeform, so a kickoff or feedback form exists as soon as the deal closes. You can also list responses for an existing form when a document changes status.

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 Typeform when something happens in PandaDoc?

Any of Typeform's 20 actions, including Create Form, List Responses, Create or Update Webhook and Create Theme. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Typeform to PandaDoc?

Yes. When something happens in Typeform, your agent can act in PandaDoc too. This page covers both directions: Typeform's triggers and PandaDoc's actions are listed here as well.

Do I have to build a connector for PandaDoc or Typeform?

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 Typeform 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.