# Connect Ambivo and Docparser When **Contact Status Updated** fires in [Ambivo](https://apiant.ai/connections/ambivo), your agent runs **Upload Document** in [Docparser](https://apiant.ai/connections/docparser), or **Parsed Document Data Available** in Docparser to **Add invoice** in Ambivo. Describe the whole flow and it is built, tested on every scenario and kept running. Ambivo **4** triggers Ambivo **20** actions Docparser **2** triggers Docparser **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ambivo and Docparser to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Ambivo and Docparser can do together ### From Ambivo to Docparser - When **Contact Status Updated** in Ambivo then **Upload Document** in Docparser - When **Lead Status Updated** in Ambivo then **Fetch Document From URL** in Docparser ### From Docparser to Ambivo - When **Parsed Document Data Available** in Docparser then **Add invoice** in Ambivo - When **Parsed Table Row Available** in Docparser then **Add order** in Ambivo 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 Ambivo and Docparser ## Triggers and actions 6 triggers ยท 22 actions - Trigger **Contact Status Updated** Triggers when the status of a contact is updated. - Trigger **Lead Status Updated** Triggers when the status of a lead is updated. - Trigger **New Contact** Triggers when a new contact record is created. - Trigger **New Lead** Triggers when a new lead is created. - Action **Add account** /crm/accounts on fapi.ambivo.com. Creates a company account. - Action **Add appointment** /reports/appointments on fapi.ambivo.com. - Action **Add invoice** /crm/invoices on fapi.ambivo.com. - Action **Add order** /crm/orders on fapi.ambivo.com. - Action **Add task** /crm/tasks on fapi.ambivo.com. - Action **Create Contact** Creates a New Contact or returns an updated contact. - Action **Create Lead** Creates a New Lead or returns an updated lead. - Action **Delete task** /crm/tasks/{task_id} on fapi.ambivo.com. - Action **List accounts** /crm/accounts on fapi.ambivo.com. - Action **List appointments** Lists appointments in the Ambivo account. - Action **List contacts** /crm/contacts on fapi.ambivo.com. - Action **List invoices** Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records. - Action **List leads** /crm/leads on fapi.ambivo.com. - Action **List orders** Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records. - Action **Update account** /crm/accounts/{account_id} on fapi.ambivo.com. - Action **Update contact** /crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact. - Action **Update invoice** /crm/invoices/{invoice_id} on fapi.ambivo.com. - Action **Update lead** /crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead. - Action **Update order** /crm/orders/{order_id} on fapi.ambivo.com. - Action **Update task** /crm/tasks/{task_id} on fapi.ambivo.com. - Trigger **Parsed Document Data Available** Triggers whenever a new Document is processed and parsed data is available. - Trigger **Parsed Table Row Available** Triggers whenever a new Document is processed and parsed table rows are available. - Action **Fetch Document From URL** Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger). - Action **Upload Document** Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger). ## Each app on its own - [ **Ambivo** Ambivo Business Platform support CRM, Payment and Telephony solution for growing business.](https://apiant.ai/connections/ambivo) - [ **Docparser** Docparser converts your PDF documents into structured and easy-to-handle data.](https://apiant.ai/connections/docparser) Reviews ## What our customers say ## More from Ambivo - [ **Ambivo to Echoes** Quotes From Around The World](https://apiant.ai/connect/ambivo-to-echoes) - [ **Ambivo to Fillout Forms** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connect/ambivo-to-fillout-forms) - [ **Ambivo to Form Io** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connect/ambivo-to-form-io) - [ **Ambivo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ambivo-to-hubspot) - [ **Ambivo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ambivo-to-salesforce) - [ **Ambivo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ambivo-to-slack) ## More into Docparser - [ **ActiveCampaign to Docparser** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docparser) - [ **Airtable to Docparser** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docparser) - [ **Asana to Docparser** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docparser) - [ **ClickUp to Docparser** 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-docparser) - [ **Discord to Docparser** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docparser) - [ **Brevo to Docparser** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-docparser) Questions ## Ambivo and Docparser, answered ### ### What can start an automation from Ambivo? Any of Ambivo's 4 triggers in the catalog, including Contact Status Updated, Lead Status Updated, New Contact and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docparser when something happens in Ambivo? Any of Docparser's 2 actions, including Upload Document and Fetch Document From URL. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docparser to Ambivo? Yes. When something happens in Docparser, your agent can act in Ambivo too. This page covers both directions: Docparser's triggers and Ambivo's actions are listed here as well. ### ### Do I have to build a connector for Ambivo or Docparser? 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.