Integration
Connect Agiled to DocsBot AI
When Invoice Created fires in Agiled, your agent runs Add lead in DocsBot AI. 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 Agiled and DocsBot AI to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)Example flows
What Agiled can start in DocsBot AI
When Invoice Created in Agiled
then Add lead in DocsBot AI
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 Agiled and DocsBot AI
Triggers and actions 6 triggers · 44 actions
- Invoice Created
Triggers when an invoice is created in Agiled.
- New CRM Stage
Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
- Product Created
Triggers when a product is created in Agiled.
- Project Created
Triggers when a new project is created in Agiled.
- Task Created
Triggers when a new task is created in Agiled.
- Ticket Created
Triggers when a ticket is created in Agiled.
- Add Invoice
Creates an invoice in Agiled.
- Add Product
Creates a product in Agiled's catalog.
- Add Project
Creates a project in Agiled.
- Create Contact
Creates a contact in Agiled CRM with a name, email and phone number.
- Create Estimate
Creates a new estimate (quote) in Agiled.
- Create Expense
Creates an expense in Agiled.
- Create Task
Creates a task in Agiled.
- Create Ticket
Creates a support ticket in Agiled.
- Delete Contact
Deletes a contact from Agiled by its id.
- Delete Contract
Deletes a contract (an Agiled document) by its id.
- Delete Estimate
Deletes an estimate in Agiled by its id.
- Delete Expense
Deletes an expense from Agiled by its id.
- Delete Product
Deletes a product from your Agiled catalog by its id.
- Delete Project
Deletes a project in Agiled by its id.
- Delete Task
Deletes a task in Agiled by its id.
- Delete Ticket
Deletes a support ticket in Agiled by its id.
- Edit Contact
Updates an existing contact's name, email or phone in Agiled.
- Edit Contract
Updates an existing contract document in Agiled, such as renaming it.
- Edit Estimate
Updates an existing estimate in Agiled, such as its name.
- Edit Expense
Updates an existing expense in Agiled.
- Edit Invoice
Updates an existing invoice in Agiled.
- Edit Product
Updates an existing product's name, SKU or price in Agiled.
- Edit Project
Updates an existing project's name, status or dates in Agiled.
- Edit Task
Updates an existing task's name, status or due date.
- Edit Ticket
Updates an existing ticket in Agiled. Only the fields you fill in are changed.
- Get Contacts
Returns contacts from your Agiled CRM, optionally filtered by email or full name.
- Get Contract
Returns one contract document by its id.
- Get Estimate
Returns one estimate by its id, with optional related records.
- Get Product
Returns one product by its id.
- Get Projects
Returns projects in your Agiled workspace, optionally filtered by name or status.
- Get Ticket
Returns one support ticket by its id, with optional related records.
- Add bot
Creates a new DocsBot bot in a team, optionally copying sources from an existing bot.
- Add lead
Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.
- Add source
Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.
- Ask Question (Legacy)
Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.
- Chat Agent Message (Recommended)
Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.
- Create Web Source
Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.
- Delete bot
Permanently deletes a bot from a DocsBot team.
- Delete lead
Deletes one captured lead record from a DocsBot bot.
- Delete source
Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.
- Get bot
Returns one DocsBot bot with its settings, model, status and source counts.
- List bots
Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.
- Semantic Search
Searches a bot's trained content and returns the most relevant source chunks for a natural-language query.
- Update bot
Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.
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
More from Agiled
Agiled to ProcurementExpress.comProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...
Agiled to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Agiled to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Agiled to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Agiled to Google SheetsGoogle Sheets
Agiled to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into DocsBot AI
Google Calendar to DocsBot AIGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Agiled and DocsBot AI, answered
What can start an automation from Agiled?
Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocsBot AI when something happens in Agiled?
Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocsBot AI to Agiled?
DocsBot AI has no triggers in the catalog today, so automations start in Agiled. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.
Do I have to build a connector for Agiled or DocsBot AI?
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.
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.