--- title: "Connect Better Proposals and DocumentPro - APIANT.ai" description: "When \"Proposal Opened\" fires in Better Proposals, your agent runs \"Upload Document\" in DocumentPro." canonical: "https://apiant.ai/connect/better-proposals-to-documentpro" --- # Connect Better Proposals and DocumentPro When **Proposal Opened** fires in [Better Proposals](https://apiant.ai/connections/better-proposals), your agent runs **Upload Document** in [DocumentPro](https://apiant.ai/connections/documentpro), or **New Document** in DocumentPro to **Create a Proposal** in Better Proposals. Describe the whole flow and it is built, tested on every scenario and kept running. Better Proposals **3** triggers Better Proposals **1** action 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 Better Proposals 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 Better Proposals and DocumentPro can do together ### From Better Proposals to DocumentPro - When **Proposal Opened** in Better Proposals then **Upload Document** in DocumentPro - When **Proposal Paid** in Better Proposals then **Classify document** in DocumentPro ### From DocumentPro to Better Proposals - When **New Document** in DocumentPro then **Create a Proposal** in Better Proposals 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 Better Proposals and DocumentPro ## Triggers and actions 4 triggers ยท 15 actions - Trigger **Proposal Opened** Triggers when a proposal is opened. - Trigger **Proposal Paid** Triggers when a proposal is paid. - Trigger **Proposal Signed** Triggers when a proposal is signed. - Action **Create a Proposal** Creates a new proposal. - 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 - [ **Better Proposals** Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed...](https://apiant.ai/connections/better-proposals) - [ **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 Better Proposals - [ **Better Proposals to DocuSeal** DocuSeal is an open-source platform for electronic document signing and management, offering secure, legally...](https://apiant.ai/connect/better-proposals-to-docuseal) - [ **Better Proposals to HTML/CSS to Image** HTML/CSS to Image is a tool for converting code into an image (jpg, png or webp).](https://apiant.ai/connect/better-proposals-to-html-css-to-image) - [ **Better Proposals to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/better-proposals-to-hubspot) - [ **Better Proposals to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/better-proposals-to-salesforce) - [ **Better Proposals to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/better-proposals-to-slack) - [ **Better Proposals to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/better-proposals-to-google-sheets) ## 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 ## Better Proposals and DocumentPro, answered ### ### What can start an automation from Better Proposals? Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocumentPro when something happens in Better Proposals? 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 Better Proposals? Yes. When something happens in DocumentPro, your agent can act in Better Proposals too. This page covers both directions: DocumentPro's triggers and Better Proposals's actions are listed here as well. ### ### Do I have to build a connector for Better Proposals 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 Better Proposals 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.