Integration
Connect PandaDoc and Zoom
When Document completed fires in PandaDoc, your agent runs Update user settings in Zoom, or New recording completed in Zoom 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 Zoom to do together?
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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)Connecting PandaDoc and Zoom lets signed paperwork and calls feed each other. A completed PandaDoc document can create a Zoom meeting and register the signer, while a finished Zoom call or a new webinar registrant can start a PandaDoc document from a template or add a contact. The agent builds it, tests every scenario and keeps it running.
Example flows
What PandaDoc and Zoom can do together
From PandaDoc to Zoom
When Document completed in PandaDoc
then Update user settings in Zoom
From Zoom 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 Zoom
Triggers and actions 18 triggers · 36 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.
- Meeting ended
Triggered when a meeting ends.
- Meeting participant joined
Triggers when a participant joins a meeting.
- Meeting registration cancelled
Triggered when a meeting registration is cancelled.
- Meeting started
Triggered when a meeting starts.
- New recording completed
Triggered when a cloud recording is completed.
- New recording completed (all active licensed accounts)
Triggered when a cloud recording is completed in any licensed active account.
- New recording completed (specified account)
Triggered when a cloud recording is completed for the specified account.
- New webinar registrant
Triggers when a new registrant is added to a Webinar.
- Recording completed
Triggered when a recording completes.
- Upcoming meeting
Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting (all active licensed accounts)
Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting (specified account)
Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting via integration setting (all active licensed accounts)
Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
- Webinar ended
Triggered when a webinar ends.
- Webinar started
Triggered when a webinar starts.
- Add meeting registrant
Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
- Create meeting
Creates a new meeting.
- Delete meeting
Deletes the specified meeting.
- End meeting
Immediately ends a meeting.
- Find meeting by agenda
Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
- Get approved meeting registrants
Returns approved registrants (up to 300 max) registrants for the specified meeting.
- Get connection mode
Returns the mode of the named Zoom connection, either Individual or Admin.
- Get meeting
Outputs details for the specified meeting.
- Get meeting registrant
Returns details for the specified registrant in the specified meeting.
- Get user
Returns a Zoom user's profile and settings by user ID or email.
- Get user settings
Outputs all settings for the specified user.
- List cloud recordings
Lists cloud recordings for a Zoom user within a date range.
- List meetings
Lists a Zoom user's scheduled, live, or upcoming meetings.
- List users
Lists the users on the Zoom account.
- Update meeting
Updates an existing meeting.
- Update meeting registrant status
Updates a registrant's status for the specified meeting.
- Update user settings
Updates the specified user's settings.
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
PandaDoc and Zoom, answered
Can a Zoom meeting be created as soon as a proposal is signed?
Yes. The PandaDoc document completed trigger can be followed by Get document details, Create meeting in Zoom and Add meeting registrant, so the signer named on the document is registered. You choose the conditions, such as which template the document came from.
What can a finished Zoom call do inside PandaDoc?
When a cloud recording completes, the agent can create a PandaDoc document from a template you pick, filling in recipients and tokens. A new webinar registrant can instead create a PandaDoc contact, so follow-up paperwork has the right person on it.
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 Zoom when something happens in PandaDoc?
Any of Zoom's 17 actions, including Add meeting registrant, Update meeting, Create meeting and Update meeting registrant status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoom to PandaDoc?
Yes. When something happens in Zoom, your agent can act in PandaDoc too. This page covers both directions: Zoom's triggers and PandaDoc's actions are listed here as well.
Do I have to build a connector for PandaDoc or Zoom?
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 Zoom 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.