--- title: "Connect CleverReach and DocumentPro - APIANT.ai" description: "When \"New Campaign\" fires in CleverReach, your agent runs \"Upload Document\" in DocumentPro." canonical: "https://apiant.ai/connect/cleverreach-to-documentpro" --- # Connect CleverReach and DocumentPro When **New Campaign** fires in [CleverReach](https://apiant.ai/connections/cleverreach), your agent runs **Upload Document** in [DocumentPro](https://apiant.ai/connections/documentpro), or **New Document** in DocumentPro to **Add Order Item** in CleverReach. Describe the whole flow and it is built, tested on every scenario and kept running. CleverReach **3** triggers CleverReach **19** actions 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 CleverReach 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 CleverReach and DocumentPro can do together ### From CleverReach to DocumentPro - When **New Campaign** in CleverReach then **Upload Document** in DocumentPro - When **New Subscriber** in CleverReach then **Classify document** in DocumentPro ### From DocumentPro to CleverReach - When **New Document** in DocumentPro then **Add Order Item** in CleverReach - When **New Document** in DocumentPro then **Unsubscribe Email** in CleverReach 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 CleverReach and DocumentPro ## Triggers and actions 4 triggers · 33 actions - Trigger **New Campaign** Triggers when a new mailing campaign is created. - Trigger **New Subscriber** Triggers when a new subscriber is added to a specified integration list. - Trigger **New Unsubscriber** Triggers when any current subscriber unsubscribes from a specified list. - Action **Add attribute** Create a global attribute. - Action **Add group** Create a group (receiver list). - Action **Add mailing** Create a mailing. - Action **Add Order Item** Add a new order item for subscriber. - Action **Add subscriber tags** Add tags to a receiver. - Action **Add/Update Subscriber** Adds a new subscriber in a selected list. Can be used to update an existing subscriber too. - Action **Delete group** Delete a group (receiver list). - Action **Delete subscriber** Delete a receiver from a group. - Action **Delete subscriber tags** Remove tags from a receiver. - Action **Find Subscriber** Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id. - Action **Get group** Get a group (receiver list) by id. - Action **Get mailing** Get a mailing by id. - Action **Get subscriber** Get a receiver by id or email. - Action **List attributes** List attributes. - Action **List groups** List all groups (receiver lists). - Action **List mailings** List mailings. - Action **List subscribers** List receivers in a group. - Action **Unsubscribe Email** Unsubscribes an email address from a selected list. - Action **Update group** Update a group (receiver list). - 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 - [ **CleverReach** CleverReach is an email marketing solution that lets you easily create newsletters online and send them to...](https://apiant.ai/connections/cleverreach) - [ **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 CleverReach - [ **CleverReach to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cleverreach-to-hubspot) - [ **CleverReach to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cleverreach-to-salesforce) - [ **CleverReach to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cleverreach-to-slack) - [ **CleverReach to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cleverreach-to-google-sheets) - [ **CleverReach to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cleverreach-to-gmail) - [ **CleverReach to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cleverreach-to-google-calendar) ## 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 ## CleverReach and DocumentPro, answered ### ### What can start an automation from CleverReach? Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocumentPro when something happens in CleverReach? 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 CleverReach? Yes. When something happens in DocumentPro, your agent can act in CleverReach too. This page covers both directions: DocumentPro's triggers and CleverReach's actions are listed here as well. ### ### Do I have to build a connector for CleverReach 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 CleverReach 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.