--- title: "Connect Centerflow and Docamatic - APIANT.ai" description: "When \"New Contact\" fires in Centerflow, your agent runs \"Delete a Document\" in Docamatic, or \"New Document\" in Docamatic to \"Create Contact\" in Centerflow." canonical: "https://apiant.ai/connect/centerflow-to-docamatic" --- # Connect Centerflow and Docamatic When **New Contact** fires in [Centerflow](https://apiant.ai/connections/centerflow), your agent runs **Delete a Document** in [Docamatic](https://apiant.ai/connections/docamatic), or **New Document** in Docamatic to **Create Contact** in Centerflow. Describe the whole flow and it is built, tested on every scenario and kept running. Centerflow **6** triggers Centerflow **10** actions Docamatic **1** trigger Docamatic **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Centerflow and Docamatic 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 Centerflow and Docamatic can do together ### From Centerflow to Docamatic - When **New Contact** in Centerflow then **Delete a Document** in Docamatic - When **New Order** in Centerflow then **Convert URL or HTML to Image** in Docamatic ### From Docamatic to Centerflow - When **New Document** in Docamatic then **Create Contact** in Centerflow - When **New Document** in Docamatic then **Create Order** in Centerflow 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 Centerflow and Docamatic ## Triggers and actions 7 triggers · 17 actions - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Order** Triggers when a new order is created. - Trigger **New Reservation** Triggers when a new reservation is created. - Trigger **Updated Contact** Triggers when an existing contact is updated. - Trigger **Updated Order** Triggers when an existing order is updated. - Trigger **Updated Reservation** Triggers when an existing reservation is updated. - Action **Create Contact** Creates a new contact in the system. - Action **Create Order** Creates a new order in the system. - Action **Create Reservation** Creates a new reservation in the system. - Action **Find Contact** Find a contact in the system. - Action **Find Lead** Find a lead in the system. - Action **Find Order** Find an order in the system. - Action **Update Contact** Updates a contact in the system. - Action **Update Lead** Updates a lead in the system. - Action **Update Order** Updates an order in the system. - Action **Update Reservation** Updates a reservation in the system. - Trigger **New Document** Triggers when a new document is created. - Action **Convert URL or HTML to Image** Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale. - Action **Convert URL or HTML to PDF** Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS. - Action **Delete a Document** Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created. - Action **Generate a PDF From a Template** Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image. - Action **Merge PDFs** Joins several PDF documents into one, in the order given, and returns the combined PDF. - Action **Password Protect PDF** Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy. - Action **Write to an Existing PDF** Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF. ## Each app on its own - [ **Centerflow** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connections/centerflow) - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) Reviews ## What our customers say ## More from Centerflow - [ **Centerflow to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/centerflow-to-hubspot) - [ **Centerflow to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/centerflow-to-salesforce) - [ **Centerflow to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/centerflow-to-slack) - [ **Centerflow to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/centerflow-to-google-sheets) - [ **Centerflow to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/centerflow-to-gmail) - [ **Centerflow to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/centerflow-to-google-calendar) ## More into Docamatic - [ **Google Sheets to Docamatic** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docamatic) - [ **ActiveCampaign to Docamatic** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docamatic) - [ **Airtable to Docamatic** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docamatic) - [ **Asana to Docamatic** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docamatic) - [ **ClickUp to Docamatic** 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-docamatic) - [ **Discord to Docamatic** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docamatic) Questions ## Centerflow and Docamatic, answered ### ### What can start an automation from Centerflow? Any of Centerflow's 6 triggers in the catalog, including New Contact, New Order, New Reservation and Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docamatic when something happens in Centerflow? Any of Docamatic's 7 actions, including Convert URL or HTML to Image, Convert URL or HTML to PDF, Generate a PDF From a Template and Merge PDFs. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docamatic to Centerflow? Yes. When something happens in Docamatic, your agent can act in Centerflow too. This page covers both directions: Docamatic's triggers and Centerflow's actions are listed here as well. ### ### Do I have to build a connector for Centerflow or Docamatic? 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 Centerflow and Docamatic 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.