--- title: "Connect CampaignHQ and Paperless - APIANT.ai" description: "When \"New Contact\" fires in CampaignHQ, your agent runs \"Create Document (From Template)\" in Paperless." canonical: "https://apiant.ai/connect/campaignhq-to-paperless" --- # Connect CampaignHQ and Paperless When **New Contact** fires in [CampaignHQ](https://apiant.ai/connections/campaignhq), your agent runs **Create Document (From Template)** in [Paperless](https://apiant.ai/connections/paperless), or **Document updated** in Paperless to **Add/Update Contact** in CampaignHQ. Describe the whole flow and it is built, tested on every scenario and kept running. CampaignHQ **1** trigger CampaignHQ **5** actions Paperless **2** triggers Paperless **6** 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 Paperless 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 and Paperless can do together ### From CampaignHQ to Paperless - When **New Contact** in CampaignHQ then **Create Document (From Template)** in Paperless - When **New Contact** in CampaignHQ then **Update Document** in Paperless ### From Paperless to CampaignHQ - When **Document updated** in Paperless then **Add/Update Contact** in CampaignHQ - When **New document created** in Paperless then **Unsubscribe Contact** in CampaignHQ 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 Paperless ## Triggers and actions 3 triggers · 11 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. - Trigger **Document updated** Fires when a document is updated (e.g. name changed). Backed by the document.updated webhook event. - Trigger **New document created** Fires when a new document is created. Backed by the document.created webhook event. - Action **Create Document (From Template)** Creates a new Paperless document from an existing template, optionally filling in recipients, form-field defaults and variables, and optionally sending it right away. - Action **Delete Document** Permanently delete a document by ID. - Action **Get Document** Retrieves a single Paperless document by its id. - Action **Get Template** Retrieves a single Paperless template by its id. - Action **List Templates** List all templates the API key's integration has access to, used to pick a template_id before creating a document. - Action **Update Document** Updates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched. ## Each app on its own - [ **CampaignHQ** CampaignHQ is your affordable email marketing partner. Email marketing done right.](https://apiant.ai/connections/campaignhq) - [ **Paperless** Paperless lets you create, sign, and manage intelligent documents on a single platform.](https://apiant.ai/connections/paperless) 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 Paperless - [ **Gmail to Paperless** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paperless) - [ **Google Drive to Paperless** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paperless) - [ **Erpnext to Paperless** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/erpnext-to-paperless) - [ **HubSpot to Paperless** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paperless) - [ **Google Sheets to Paperless** Google Sheets](https://apiant.ai/connect/google-sheets-to-paperless) - [ **Google Calendar to Paperless** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paperless) Questions ## CampaignHQ and Paperless, 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 Paperless when something happens in CampaignHQ? Any of Paperless's 6 actions, including Create Document (From Template), Update Document, Get Document and Get Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paperless to CampaignHQ? Yes. When something happens in Paperless, your agent can act in CampaignHQ too. This page covers both directions: Paperless's triggers and CampaignHQ's actions are listed here as well. ### ### Do I have to build a connector for CampaignHQ or Paperless? 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 Paperless 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.