--- title: "Connect Axonaut and DocuPipe - APIANT.ai" description: "When \"New Axonaut User\" fires in Axonaut, your agent runs \"Upload Document\" in DocuPipe, or \"Document Processed\" in DocuPipe to \"Create Invoice\" in Axonaut." canonical: "https://apiant.ai/connect/axonaut-to-docupipe" --- # Connect Axonaut and DocuPipe When **New Axonaut User** fires in [Axonaut](https://apiant.ai/connections/axonaut), your agent runs **Upload Document** in [DocuPipe](https://apiant.ai/connections/docupipe), or **Document Processed** in DocuPipe to **Create Invoice** in Axonaut. Describe the whole flow and it is built, tested on every scenario and kept running. Axonaut **13** triggers Axonaut **17** actions DocuPipe **1** trigger DocuPipe **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Axonaut and DocuPipe 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 Axonaut and DocuPipe can do together ### From Axonaut to DocuPipe - When **New Axonaut User** in Axonaut then **Upload Document** in DocuPipe - When **New Closed Ticket** in Axonaut then **Analyze document** in DocuPipe ### From DocuPipe to Axonaut - When **Document Processed** in DocuPipe then **Create Invoice** in Axonaut - When **Document Processed** in DocuPipe then **Create Event** in Axonaut 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 Axonaut and DocuPipe ## Triggers and actions 14 triggers · 32 actions - Trigger **New Axonaut User** Triggers when a new user is added to the Axonaut account. - Trigger **New Closed Ticket** Triggers when a support ticket is closed in Axonaut, optionally only for one company. - Trigger **New Company** Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name. - Trigger **New Contract** Triggers when a new order (contract) is created in Axonaut. - Trigger **New Employee** Triggered when a new employee (a contact at a company) is created in Axonaut. - Trigger **New Expense** Triggered when a new expense is created in Axonaut. - Trigger **New Invoice** Triggers when a new invoice is created in Axonaut. - Trigger **New Opportunity** Triggered when a new opportunity is created in Axonaut. - Trigger **New Product** Triggered when a new product is created in Axonaut. - Trigger **New Project** Triggers when a new project is created in Axonaut. - Trigger **New Quotation** Triggered when a new quotation is created. - Trigger **New Task** Triggers when a new task is created in Axonaut. - Trigger **New Ticket** Triggered when a new ticket is created. - Action **Create Employee** Creates an employee (contact person) on a company in Axonaut. - Action **Create Event** Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity. - Action **Create Expense** Creates an expense in Axonaut, optionally linked to a supplier, project or workforce. - Action **Create Invoice** Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options. - Action **Create Opportunity** Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts. - Action **Create Product** Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details. - Action **Create Quotation** Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms. - Action **Create Supplier** Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields. - Action **Create Ticket** Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member. - Action **Find Company** Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code. - Action **Find Contract** Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders. - Action **Find Expense** Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status. - Action **Find Product** Finds products in Axonaut by name, product code or internal reference. - Action **Find Quotation** Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date. - Action **Find Supplier** Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers. - Action **Search Company** Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values. - Action **Search Employee** Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value. - Trigger **Document Processed** Triggers when a document finishes parsing and OCR is complete. - Action **Add schema** Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID. - Action **Analyze document** Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with. - Action **Classify Document** Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work. - Action **Delete document** Removes a document from your DocuPipe account. - Action **Delete schema** Removes an extraction schema from your DocuPipe account. - Action **Extract Data From Document** Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with. - Action **Find documents by criteria** Finds documents in your DocuPipe account whose file name or document ID matches what you search for. - Action **Get Document** Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata. - Action **Get Extraction Result** Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details. - Action **Get schema** Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines. - Action **List documents** Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range. - Action **List extractions** Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions. - Action **List schemas** Returns the extraction schemas in your DocuPipe account. - Action **Upload and Extract Data** Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction. - Action **Upload Document** Sends a file to DocuPipe to be read and turned into a document you can extract data from. ## Each app on its own - [ **Axonaut** Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing...](https://apiant.ai/connections/axonaut) - [ **DocuPipe** DocuPipe is a service that turns PDFs, images, and scanned documents into structured JSON data.](https://apiant.ai/connections/docupipe) Reviews ## What our customers say ## More from Axonaut - [ **Axonaut to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/axonaut-to-hubspot) - [ **Axonaut to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/axonaut-to-salesforce) - [ **Axonaut to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/axonaut-to-slack) - [ **Axonaut to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/axonaut-to-google-sheets) - [ **Axonaut to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/axonaut-to-gmail) - [ **Axonaut to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/axonaut-to-google-calendar) ## More into DocuPipe - [ **ActiveCampaign to DocuPipe** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docupipe) - [ **Airtable to DocuPipe** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docupipe) - [ **Asana to DocuPipe** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docupipe) - [ **ClickUp to DocuPipe** 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-docupipe) - [ **Discord to DocuPipe** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docupipe) - [ **Brevo to DocuPipe** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-docupipe) Questions ## Axonaut and DocuPipe, answered ### ### What can start an automation from Axonaut? Any of Axonaut's 13 triggers in the catalog, including New Axonaut User, New Closed Ticket, New Company and New Contract. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocuPipe when something happens in Axonaut? Any of DocuPipe's 15 actions, including Upload and Extract Data, Upload Document, Add schema and Analyze document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocuPipe to Axonaut? Yes. When something happens in DocuPipe, your agent can act in Axonaut too. This page covers both directions: DocuPipe's triggers and Axonaut's actions are listed here as well. ### ### Do I have to build a connector for Axonaut or DocuPipe? 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 Axonaut and DocuPipe 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.