--- title: "Connect Coworks and DocuPipe - APIANT.ai" description: "When \"Contact Updated\" fires in Coworks, your agent runs \"Upload Document\" in DocuPipe." canonical: "https://apiant.ai/connect/coworks-to-docupipe" --- # Connect Coworks and DocuPipe When **Contact Updated** fires in [Coworks](https://apiant.ai/connections/coworks), your agent runs **Upload Document** in [DocuPipe](https://apiant.ai/connections/docupipe), or **Document Processed** in DocuPipe to **List CRM contacts and leads** in Coworks. Describe the whole flow and it is built, tested on every scenario and kept running. Coworks **10** triggers Coworks **7** actions DocuPipe **1** trigger DocuPipe **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Coworks and DocuPipe 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 Coworks and DocuPipe can do together ### From Coworks to DocuPipe - When **Contact Updated** in Coworks then **Upload Document** in DocuPipe - When **CRM Entry Updated** in Coworks then **Analyze document** in DocuPipe ### From DocuPipe to Coworks - When **Document Processed** in DocuPipe then **List CRM contacts and leads** in Coworks - When **Document Processed** in DocuPipe then **Get room occupancy** in Coworks 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 Coworks and DocuPipe ## Triggers and actions 11 triggers · 22 actions - Trigger **Contact Updated** Triggers when a contact in your Coworks CRM is created or changed. - Trigger **CRM Entry Updated** Triggers when a CRM contact or lead is added or changed in Coworks. - Trigger **Lead Updated** Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail. - Trigger **Member Deactivate** Triggered when a member is deactivated and is no longer an active member. - Trigger **Member Updated** Triggers when a member is added or any of a member's details change. - Trigger **New Checkin** Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community. - Trigger **New Contact** Triggered when a new contact is created in your Coworks CRM. - Trigger **New CRM Entry** Triggered when a new CRM entry, either a contact or a lead, is created. - Trigger **New Lead** Triggers when a new lead is created in the Coworks CRM. - Trigger **New Member** Triggered when a new member is created in your Coworks community. - Action **Get room occupancy** Returns the rooms at a campus with their occupancy, optionally limited to one room type. - Action **List active memberships** Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included. - Action **List checkins** Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name. - Action **List CRM contacts and leads** Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date. - Action **List members** Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members. - Action **List rooms** Returns the rooms at a campus, optionally narrowed to one room type. - Action **List teams** Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date. - Trigger **Document Processed** Triggers when a document finishes parsing and OCR is complete. - Action **Add schema** Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID. - Action **Analyze document** Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with. - Action **Classify Document** Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work. - Action **Delete document** Removes a document from your DocuPipe account. - Action **Delete schema** Removes an extraction schema from your DocuPipe account. - Action **Extract Data From Document** Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with. - Action **Find documents by criteria** Finds documents in your DocuPipe account whose file name or document ID matches what you search for. - Action **Get Document** Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata. - Action **Get Extraction Result** Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details. - Action **Get schema** Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines. - Action **List documents** Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range. - Action **List extractions** Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions. - Action **List schemas** Returns the extraction schemas in your DocuPipe account. - Action **Upload and Extract Data** Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction. - Action **Upload Document** Sends a file to DocuPipe to be read and turned into a document you can extract data from. ## Each app on its own - [ **Coworks** Coworks is a coworking management platform solution for automating running a coworking space.](https://apiant.ai/connections/coworks) - [ **DocuPipe** DocuPipe is a service that turns PDFs, images, and scanned documents into structured JSON data.](https://apiant.ai/connections/docupipe) Reviews ## What our customers say ## More from Coworks - [ **Coworks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coworks-to-hubspot) - [ **Coworks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coworks-to-salesforce) - [ **Coworks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coworks-to-slack) - [ **Coworks to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/coworks-to-google-sheets) - [ **Coworks to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coworks-to-gmail) - [ **Coworks to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/coworks-to-google-calendar) ## More into DocuPipe - [ **ActiveCampaign to DocuPipe** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docupipe) - [ **Airtable to DocuPipe** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docupipe) - [ **Asana to DocuPipe** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docupipe) - [ **ClickUp to DocuPipe** 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-docupipe) - [ **Discord to DocuPipe** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docupipe) - [ **Brevo to DocuPipe** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-docupipe) Questions ## Coworks and DocuPipe, answered ### ### What can start an automation from Coworks? Any of Coworks's 10 triggers in the catalog, including Contact Updated, CRM Entry Updated, Lead Updated and Member Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocuPipe when something happens in Coworks? Any of DocuPipe's 15 actions, including Upload and Extract Data, Upload Document, Add schema and Analyze document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocuPipe to Coworks? Yes. When something happens in DocuPipe, your agent can act in Coworks too. This page covers both directions: DocuPipe's triggers and Coworks's actions are listed here as well. ### ### Do I have to build a connector for Coworks or DocuPipe? 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 Coworks and DocuPipe 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.