Integration
Connect Apex27 and Docamatic
When New / Updated Listing fires in Apex27, your agent runs Delete a Document in Docamatic, or New Document in Docamatic to Create / Update Contact in Apex27. 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 Apex27 and Docamatic 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 Apex27 and Docamatic can do together
From Apex27 to Docamatic
When New / Updated Listing in Apex27
then Delete a Document in Docamatic
When New / Updated Task in Apex27
then Convert URL or HTML to Image in Docamatic
From Docamatic to Apex27
When New Document in Docamatic
then Create / Update Contact in Apex27
When New Document in Docamatic
then Create / Update Contact Note in Apex27
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 Apex27 and Docamatic
Triggers and actions 5 triggers · 22 actions
Trigger
New / Updated ListingTriggers when a listing is created or updated inside Apex27.
Trigger
New / Updated TaskTriggers when a task is created or updated inside Apex27.
Trigger
New / Updated ValuationTriggers when a valuation is created or updated inside Apex27.
Trigger
New / Updated ViewingTriggers when a viewing is created or updated inside Apex27.
Action
Add Listing Valuationcreates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create.
Action
Add Listing Viewingbooks a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create.
Action
Create Call LogCreates a call log record in Apex27.
Action
Create NotificationSends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact.
Action
Create / Update ContactCreates a new contact or updates an existing contact in Apex27.
Action
Create / Update Contact NoteCreates a note linked to a contact
Action
Create / Update ListingCreates a new listing, or updates an existing listing if you pass the existing listing ID
Action
Create / Update Listing NoteCreates or updates a listing note
Action
Create / Update TaskCreates or updates a task if you pass the task ID.
Action
Find ContactFinds a contact by ID, Email or Phone
Action
Get Contact NoteReturns one contact note by id.
Action
List Contact Call LogsReturns the call logs recorded against a contact.
Action
List Listing ValuationsReturns the valuations recorded on a listing.
Action
Upload DocumentThis will upload a document to either a listing or a contact
Action
Upload Image for ListingUploads an image to a listing
Trigger
New DocumentTriggers when a new document is created.
Action
Convert URL or HTML to ImageRenders 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 PDFRenders 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 DocumentDeletes a generated document from Docamatic storage, identified by the transaction id returned when it was created.
Action
Generate a PDF From a TemplateFills 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 PDFsJoins several PDF documents into one, in the order given, and returns the combined PDF.
Action
Password Protect PDFAdds a password to an existing PDF so it cannot be opened without it, and returns the protected copy.
Action
Write to an Existing PDFStamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF.
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
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Questions
Apex27 and Docamatic, answered
What can start an automation from Apex27?
Any of Apex27's 4 triggers in the catalog, including New / Updated Listing, New / Updated Task, New / Updated Valuation and New / Updated Viewing. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docamatic when something happens in Apex27?
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 Apex27?
Yes. When something happens in Docamatic, your agent can act in Apex27 too. This page covers both directions: Docamatic's triggers and Apex27's actions are listed here as well.
Do I have to build a connector for Apex27 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 Apex27 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.