Integration
Connect Amo Crm to Docupanda
When New contact fires in Amo Crm, your agent runs Add document in Docupanda. 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 Amo Crm and Docupanda to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
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)Example flows
What Amo Crm can start in Docupanda
When New contact in Amo Crm
then Add document in Docupanda
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 Docupanda
Triggers and actions 2 triggers · 30 actions
- New contact
Polling trigger for new contacts.
- New lead
Polling trigger for new leads.
- Add company
Create a company.
- Add contact
Create a contact.
- Add lead
Create a lead.
- Add note
Add a note to a lead/contact/company.
- Add task
Create a task.
- Get company
Get a company by ID.
- Get contact
Get a contact by ID.
- Get lead
Get a lead by ID.
- Get note
Returns one note (type, params/text, entity_id) attached to a lead, contact or company, by entity type and note id.
- List contacts
List contacts.
- List leads
List leads.
- List pipelines
List lead pipelines.
- List tasks
List tasks.
- Update company
Update a company.
- Update contact
Update a contact.
- Update lead
Update a lead.
- Add class
Adds a new document class, with a name and description, to your classification taxonomy.
- Add document
Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.
- Add schema
Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.
- Classify documents
Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status.
- Delete document
Deletes a document previously submitted to DocuPanda for processing.
- Find documents
Finds documents whose filename or document ID matches the search text, optionally within one dataset.
- Get document
Returns a processed document, including its processing status, extracted text, pages and metadata.
- Get job
Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.
- Get schema
Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.
- Get standardization
Returns a standardization's extracted JSON data along with its document, schema, job and metadata details.
- List classes
Returns every document class defined in your DocuPipe classification taxonomy.
- List documents
Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.
- List schemas
Returns the extraction schemas in your DocuPanda account.
- Standardize documents
Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.
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 Amo Crm
Amo Crm to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Amo Crm to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Amo Crm to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Amo Crm to Google SheetsGoogle Sheets
Amo Crm to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Amo Crm to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Docupanda
Questions
Amo Crm and Docupanda, 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 Docupanda when something happens in Amo Crm?
Any of Docupanda's 14 actions, including Add class, Add document, Add schema and Classify documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Docupanda to Amo Crm?
Docupanda has no triggers in the catalog today, so automations start in Amo Crm. If you need the other direction, ask: your agent reads Docupanda's API documentation and adds it.
Do I have to build a connector for Amo Crm or Docupanda?
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 Docupanda 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.