Integration
Connect Bind ERP to DocsBot AI
When New Activity fires in Bind ERP, your agent runs Add lead in DocsBot AI. 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 Bind ERP and DocsBot AI 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 Bind ERP can start in DocsBot AI
When New Activity in Bind ERP
then Add lead in DocsBot AI
When New Invoice in Bind ERP
then Chat Agent Message (Recommended) in DocsBot AI
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 Bind ERP and DocsBot AI
Triggers and actions 6 triggers · 69 actions
Trigger
New ActivityTriggers when a new activity is scheduled on the Bind ERP calendar.
Trigger
New InvoiceTriggers when a new invoice is created in Bind ERP.
Trigger
New ProductTriggers when a new product is added in Bind ERP.
Trigger
New ProspectTriggers when a new prospect is created in Bind ERP.
Trigger
New QuoteTriggers when a new quote is created in Bind ERP.
Trigger
Updated InventoryTriggers when a product's inventory level changes in a Bind ERP warehouse.
Action
Create Accounting JournalCreates a accounting journal in Bind ERP.
Action
Create CommentCreates a comment in Bind ERP.
Action
Delete AccountDeletes a account from Bind ERP.
Action
Delete ClientDeletes a client from Bind ERP.
Action
Delete FormulaDeletes a formula from Bind ERP.
Action
Delete InvoiceDeletes a invoice from Bind ERP.
Action
Delete OrderDeletes a order from Bind ERP.
Action
Delete ProductDeletes a product from Bind ERP.
Action
Delete ProspectDeletes a prospect from Bind ERP.
Action
Delete ProviderDeletes a provider from Bind ERP.
Action
Delete QuoteDeletes a quote from Bind ERP.
Action
Delete ServiceDeletes a service from Bind ERP.
Action
Get ClientReturns one client from Bind ERP.
Action
Get Company ProfileReturns one company profile from Bind ERP.
Action
Get ExpenseReturns one expense from Bind ERP.
Action
Get Expense PaymentsReturns one expense from Bind ERP.
Action
Get FormulaReturns one formula from Bind ERP.
Action
Get InvoiceReturns one invoice from Bind ERP.
Action
Get Invoice PaymentsReturns one invoice from Bind ERP.
Action
Get OrderReturns one order from Bind ERP.
Action
Get ProductReturns one product from Bind ERP.
Action
Get ProspectReturns one prospect from Bind ERP.
Action
Get QuoteReturns one quote from Bind ERP.
Action
Get ServiceReturns one service from Bind ERP.
Action
Get User ProfileReturns one user profile from Bind ERP.
Action
List Account CategoriesReturns a page of account category records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Accounting JournalsReturns a page of accounting journal records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List AccountsReturns a page of account records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ActivitiesReturns a page of activity records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Bank AccountsReturns a page of bank account records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List BanksReturns a page of bank records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List CategoriesReturns a page of category records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List CitiesReturns a page of city records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ClientsReturns a page of client records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List CommentsReturns a page of comment records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List CurrenciesReturns a page of currency records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List FormulasReturns a page of formula records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List InventoryReturns a page of inventory records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List InvoicesReturns a page of invoice records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List LocationsReturns a page of location records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Merchandise ReceptionsReturns a page of inventory records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Merchandise TransfersReturns a page of merchandise transfer records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List OrdersReturns a page of order records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Price ListsReturns a page of price list records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Product Price and InventoryReturns a page of product price and inventory records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ProductsReturns a page of product records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ProspectsReturns a page of prospect records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ProvidersReturns a page of provider records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Purchase OrdersReturns a page of purchase records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List QuotesReturns a page of quote records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List SeriesReturns a page of series records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ServicesReturns a page of service records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List StatesReturns a page of state records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List UsersReturns a page of user records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List WarehousesReturns a page of warehouse records from Bind ERP, with optional OData filtering, sorting and paging.
Action
Update ProviderUpdates an existing provider in Bind ERP.
Action
Add botCreates a new DocsBot bot in a team, optionally copying sources from an existing bot.
Action
Add leadCaptures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.
Action
Add sourceCreates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.
Action
Ask Question (Legacy)Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.
Action
Chat Agent Message (Recommended)Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.
Action
Create Web SourceAdds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.
Action
Delete botPermanently deletes a bot from a DocsBot team.
Action
Delete leadDeletes one captured lead record from a DocsBot bot.
Action
Delete sourceDeletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.
Action
Get botReturns one DocsBot bot with its settings, model, status and source counts.
Action
List botsReturns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.
Action
Semantic SearchSearches a bot's trained content and returns the most relevant source chunks for a natural-language query.
Action
Update botUpdates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.
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 Bind ERP
Bind ERP to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Bind ERP to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Bind ERP to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Bind ERP to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Bind ERP to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Bind ERP to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into DocsBot AI
Stora to DocsBot AIStora is an all-in-one self-storage management software that automates bookings, payments, and facility...
HubSpot to DocsBot AIHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DocsBot AISalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DocsBot AISlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DocsBot AIGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to DocsBot AIGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Bind ERP and DocsBot AI, answered
What can start an automation from Bind ERP?
Any of Bind ERP's 6 triggers in the catalog, including New Activity, New Invoice, New Product and New Prospect. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocsBot AI when something happens in Bind ERP?
Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocsBot AI to Bind ERP?
DocsBot AI has no triggers in the catalog today, so automations start in Bind ERP. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.
Do I have to build a connector for Bind ERP or DocsBot AI?
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 Bind ERP and DocsBot AI 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.