--- title: "Connect CampaignHQ to Doctly - APIANT.ai" description: "When \"New Contact\" fires in CampaignHQ, your agent runs \"Get document\" in Doctly." canonical: "https://apiant.ai/connect/campaignhq-to-doctly" --- # Connect CampaignHQ to Doctly When **New Contact** fires in [CampaignHQ](https://apiant.ai/connections/campaignhq), your agent runs **Get document** in [Doctly](https://apiant.ai/connections/doctly). Describe the whole flow and it is built, tested on every scenario and kept running. CampaignHQ **1** trigger CampaignHQ **5** actions Doctly **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CampaignHQ and Doctly 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 CampaignHQ can start in Doctly - When **New Contact** in CampaignHQ then **Get document** in Doctly - When **New Contact** in CampaignHQ then **List documents** in Doctly 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 CampaignHQ and Doctly ## Triggers and actions 1 trigger · 9 actions - Trigger **New Contact** Triggers when a new contact is added to the selected CampaignHQ list. - Action **Add list** Creates a new contact list in CampaignHQ, optionally attached to a partner entity. - Action **Add/Update Contact** Adds a contact to a CampaignHQ list, or updates the contact if that email is already on the list. - Action **Find Contact** Finds a contact in a CampaignHQ list by email address and returns the matching contact. - Action **List lists** Returns the contact lists in your CampaignHQ account, optionally filtered by partner entity. - Action **Unsubscribe Contact** Unsubscribes a contact from a CampaignHQ list by email address. - Action **Convert PDF to Text** Use AI to convert a PDF document to Text file with markdown formatting. - Action **Delete document** Deletes a document from Doctly. - Action **Get document** Retrieve a document with status and download URLs. - Action **List documents** Paginated list of documents with filters. ## Each app on its own - [ **CampaignHQ** CampaignHQ is your affordable email marketing partner. Email marketing done right.](https://apiant.ai/connections/campaignhq) - [ **Doctly** Effortlessly convert PDFs to structured text files with Doctly's AI-powered OCR.](https://apiant.ai/connections/doctly) Reviews ## What our customers say ## More from CampaignHQ - [ **CampaignHQ to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaignhq-to-hubspot) - [ **CampaignHQ to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaignhq-to-salesforce) - [ **CampaignHQ to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaignhq-to-slack) - [ **CampaignHQ to Google Sheets** Google Sheets](https://apiant.ai/connect/campaignhq-to-google-sheets) - [ **CampaignHQ to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/campaignhq-to-gmail) - [ **CampaignHQ to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/campaignhq-to-google-calendar) ## More into Doctly - [ **HubSpot to Doctly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-doctly) - [ **Salesforce to Doctly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-doctly) - [ **Slack to Doctly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-doctly) - [ **Google Sheets to Doctly** Google Sheets](https://apiant.ai/connect/google-sheets-to-doctly) - [ **Gmail to Doctly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-doctly) - [ **Google Calendar to Doctly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-doctly) Questions ## CampaignHQ and Doctly, answered ### ### What can start an automation from CampaignHQ? Any of CampaignHQ's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Doctly when something happens in CampaignHQ? Any of Doctly's 4 actions, including Convert PDF to Text, Get document, List documents and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Doctly to CampaignHQ? Doctly has no triggers in the catalog today, so automations start in CampaignHQ. If you need the other direction, ask: your agent reads Doctly's API documentation and adds it. ### ### Do I have to build a connector for CampaignHQ or Doctly? 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 CampaignHQ and Doctly 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.