--- title: "Connect CustomGPT.ai and DocumentPro - APIANT.ai" description: "When \"New Conversation\" fires in CustomGPT.ai, your agent runs \"Upload Document\" in DocumentPro." canonical: "https://apiant.ai/connect/customgpt-ai-to-documentpro" --- # Connect CustomGPT.ai and DocumentPro When **New Conversation** fires in [CustomGPT.ai](https://apiant.ai/connections/customgpt-ai), your agent runs **Upload Document** in [DocumentPro](https://apiant.ai/connections/documentpro), or **New Document** in DocumentPro to **Export Conversation Leads** in CustomGPT.ai. Describe the whole flow and it is built, tested on every scenario and kept running. CustomGPT.ai **1** trigger CustomGPT.ai **7** 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 CustomGPT.ai 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 CustomGPT.ai and DocumentPro can do together ### From CustomGPT.ai to DocumentPro - When **New Conversation** in CustomGPT.ai then **Upload Document** in DocumentPro - When **New Conversation** in CustomGPT.ai then **Classify document** in DocumentPro ### From DocumentPro to CustomGPT.ai - When **New Document** in DocumentPro then **Export Conversation Leads** in CustomGPT.ai - When **New Document** in DocumentPro then **Create Conversation** in CustomGPT.ai 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 CustomGPT.ai and DocumentPro ## Triggers and actions 2 triggers ยท 21 actions - Trigger **New Conversation** Trigger when a new conversation is added. - Action **Create Conversation** Creates a new conversation - Action **Export Conversation** Export conversation as file - Action **Export Conversation Leads** Export leads collected during a conversation as a file. - Action **Find Agent** Find Agent by name. - Action **Find Conversation** Find conversation by name. - Action **Update Agent** Update existing Agent - Action **Update Settings** Update project settings - 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 - [ **CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connections/customgpt-ai) - [ **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 CustomGPT.ai - [ **CustomGPT.ai to Ipbase** REST API for IP geolocation, ASN lookup, and reverse-IP domain lookup, including bot and proxy threat...](https://apiant.ai/connect/customgpt-ai-to-ipbase) - [ **CustomGPT.ai to Mailrelay** Mailrelay is an advanced email marketing platform with powerful features.](https://apiant.ai/connect/customgpt-ai-to-mailrelay) - [ **CustomGPT.ai to WiseTeam** WiseTeam is a team collaboration tool to organize tasks and keep projects on track.](https://apiant.ai/connect/customgpt-ai-to-wiseteam) - [ **CustomGPT.ai to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/customgpt-ai-to-hubspot) - [ **CustomGPT.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/customgpt-ai-to-salesforce) - [ **CustomGPT.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/customgpt-ai-to-slack) ## 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 ## CustomGPT.ai and DocumentPro, answered ### ### What can start an automation from CustomGPT.ai? Any of CustomGPT.ai's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocumentPro when something happens in CustomGPT.ai? 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 CustomGPT.ai? Yes. When something happens in DocumentPro, your agent can act in CustomGPT.ai too. This page covers both directions: DocumentPro's triggers and CustomGPT.ai's actions are listed here as well. ### ### Do I have to build a connector for CustomGPT.ai 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 CustomGPT.ai 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.