--- title: "Connect Action Network and Docamatic - APIANT.ai" description: "When \"New person\" fires in Action Network, your agent runs \"Delete a Document\" in Docamatic." canonical: "https://apiant.ai/connect/action-network-to-docamatic" --- # Connect Action Network and Docamatic When **New person** fires in [Action Network](https://apiant.ai/connections/action-network), your agent runs **Delete a Document** in [Docamatic](https://apiant.ai/connections/docamatic), or **New Document** in Docamatic to **Find people by email** in Action Network. Describe the whole flow and it is built, tested on every scenario and kept running. Action Network **1** trigger Action Network **6** actions Docamatic **1** trigger Docamatic **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Action Network and Docamatic 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) Example flows ## What Action Network and Docamatic can do together ### From Action Network to Docamatic - When **New person** in Action Network then **Delete a Document** in Docamatic - When **New person** in Action Network then **Convert URL or HTML to Image** in Docamatic ### From Docamatic to Action Network - When **New Document** in Docamatic then **Find people by email** in Action Network - When **New Document** in Docamatic then **RSVP for Event** in Action Network 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 Action Network and Docamatic ## Triggers and actions 2 triggers · 13 actions - Trigger **New person** Triggers when a new person is added to the Action Network list tied to your API key. - Action **Donate to Fundraiser** Records a donation made on an Action Network fundraising page, adding the donor as a person if they are new. - Action **Find people by email** Finds people on your Action Network list whose email address matches exactly. - Action **List people** Returns the people on the email list connected to your Action Network account, optionally filtered by name, email, phone, location or date. - Action **RSVP for Event** Records a person's RSVP to an Action Network event, adding them as a person if they are new. - Action **Sign Petition** Records a signature on an Action Network petition, adding the signer as a person if they are new. - Action **Subscribe Person** Adds a person to your Action Network email list, or updates them if they already exist, and subscribes them to email. - Trigger **New Document** Triggers when a new document is created. - Action **Convert URL or HTML to Image** Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale. - Action **Convert URL or HTML to PDF** Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS. - Action **Delete a Document** Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created. - Action **Generate a PDF From a Template** Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image. - Action **Merge PDFs** Joins several PDF documents into one, in the order given, and returns the combined PDF. - Action **Password Protect PDF** Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy. - Action **Write to an Existing PDF** Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF. ## Each app on its own - [ **Action Network** Action Network is an online organizing tool for progressives, offering actions such as fundraising...](https://apiant.ai/connections/action-network) - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) Reviews ## What our customers say ## More from Action Network - [ **Action Network to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/action-network-to-hubspot) - [ **Action Network to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/action-network-to-salesforce) - [ **Action Network to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/action-network-to-slack) - [ **Action Network to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/action-network-to-google-sheets) - [ **Action Network to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/action-network-to-gmail) - [ **Action Network to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/action-network-to-google-calendar) ## More into Docamatic - [ **Google Sheets to Docamatic** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docamatic) - [ **ActiveCampaign to Docamatic** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docamatic) - [ **Airtable to Docamatic** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docamatic) - [ **Asana to Docamatic** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docamatic) - [ **ClickUp to Docamatic** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-docamatic) - [ **Discord to Docamatic** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docamatic) Questions ## Action Network and Docamatic, answered ### ### What can start an automation from Action Network? Any of Action Network's 1 trigger in the catalog, including New person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docamatic when something happens in Action Network? Any of Docamatic's 7 actions, including Convert URL or HTML to Image, Convert URL or HTML to PDF, Generate a PDF From a Template and Merge PDFs. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docamatic to Action Network? Yes. When something happens in Docamatic, your agent can act in Action Network too. This page covers both directions: Docamatic's triggers and Action Network's actions are listed here as well. ### ### Do I have to build a connector for Action Network or Docamatic? 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 Action Network and Docamatic 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.