--- title: "Connect Amo Crm and DocumentPro - APIANT.ai" description: "When \"New contact\" fires in Amo Crm, your agent runs \"Upload Document\" in DocumentPro, or \"New Document\" in DocumentPro to \"Add contact\" in Amo Crm." canonical: "https://apiant.ai/connect/amo-crm-to-documentpro" --- # Connect Amo Crm and DocumentPro When **New contact** fires in [Amo Crm](https://apiant.ai/connections/amo-crm), your agent runs **Upload Document** in [DocumentPro](https://apiant.ai/connections/documentpro), or **New Document** in DocumentPro to **Add contact** in Amo Crm. Describe the whole flow and it is built, tested on every scenario and kept running. Amo Crm **2** triggers Amo Crm **15** actions DocumentPro **1** trigger DocumentPro **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Amo Crm and DocumentPro 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 Amo Crm and DocumentPro can do together ### From Amo Crm to DocumentPro - When **New contact** in Amo Crm then **Upload Document** in DocumentPro - When **New lead** in Amo Crm then **Classify document** in DocumentPro ### From DocumentPro to Amo Crm - When **New Document** in DocumentPro then **Add contact** in Amo Crm - When **New Document** in DocumentPro then **Add task** in Amo Crm 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 Amo Crm and DocumentPro ## Triggers and actions 3 triggers · 29 actions - Trigger **New contact** Polling trigger for new contacts. - Trigger **New lead** Polling trigger for new leads. - Action **Add company** Create a company. - Action **Add contact** Create a contact. - Action **Add note** Add a note to a lead/contact/company. - Action **Add task** Create a task. - Action **Get company** Get a company by ID. - Action **Get contact** Get a contact by ID. - Action **Get lead** Get a lead by ID. - Action **Get note** Returns one note (type, params/text, entity_id) attached to a lead, contact or company, by entity type and note id. - Action **List contacts** List contacts. - Action **List leads** List leads. - Action **List pipelines** List lead pipelines. - Action **List tasks** List tasks. - Action **Update company** Update a company. - Action **Update contact** Update a contact. - Action **Update lead** Update a lead. - Trigger **New Document** Triggers when a document is uploaded. - Action **Add classifier** create a new Classifier. - Action **Add workflow** create a new Workflow (extraction template). - Action **Classify document** classify a document inline without a saved Classifier. - Action **Delete classifier** delete a Classifier. - Action **Delete workflow** delete a Workflow. - Action **Get classifier** fetch a single Classifier by id. - Action **Get document** fetch a single document by id. - Action **Get workflow** fetch a single Workflow by id. - Action **List classifiers** list saved Classifiers. - Action **Run classifier against document** run a saved Classifier against a document. - Action **Run workflow against document** Start an extraction Workflow against a document. The run is asynchronous: it returns a request_id immediately and the extracted data arrives once the job completes. - Action **Update classifier** update an existing Classifier. - Action **Update workflow** update an existing Workflow. - Action **Upload Document** Upload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow. ## Each app on its own - [ **Amo Crm** CRM platform for managing sales pipelines and customer conversations across WhatsApp, Instagram, and other...](https://apiant.ai/connections/amo-crm) - [ **DocumentPro** DocumentPro is an accurate and customizable document data capture platform powered by LLMs](https://apiant.ai/connections/documentpro) Reviews ## What our customers say ## More from Amo Crm - [ **Amo Crm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/amo-crm-to-hubspot) - [ **Amo Crm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/amo-crm-to-salesforce) - [ **Amo Crm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/amo-crm-to-slack) - [ **Amo Crm to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/amo-crm-to-google-sheets) - [ **Amo Crm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/amo-crm-to-gmail) - [ **Amo Crm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/amo-crm-to-google-calendar) ## More into DocumentPro - [ **Archive.org to DocumentPro** Archive.org is the Internet Archive, a public library of archived web pages, books, audio recordings, films...](https://apiant.ai/connect/archive-org-to-documentpro) - [ **Google Sheets to DocumentPro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-documentpro) - [ **ActiveCampaign to DocumentPro** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-documentpro) - [ **Airtable to DocumentPro** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-documentpro) - [ **Asana to DocumentPro** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-documentpro) - [ **ClickUp to DocumentPro** 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-documentpro) Questions ## Amo Crm and DocumentPro, answered ### ### What can start an automation from Amo Crm? Any of Amo Crm's 2 triggers in the catalog, including New contact and New lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocumentPro when something happens in Amo Crm? Any of DocumentPro's 14 actions, including Update classifier, Update workflow, Upload Document and Add classifier. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocumentPro to Amo Crm? Yes. When something happens in DocumentPro, your agent can act in Amo Crm too. This page covers both directions: DocumentPro's triggers and Amo Crm's actions are listed here as well. ### ### Do I have to build a connector for Amo Crm or DocumentPro? 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 Amo Crm and DocumentPro 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.