Integration
Connect DecisionVault and DoorLoop
When New Event fires in DecisionVault, your agent runs Create a Task/Work Order in DoorLoop, or New Expense in DoorLoop to Get Contacts for Matter in DecisionVault. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want DecisionVault and DoorLoop to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What DecisionVault and DoorLoop can do together
From DecisionVault to DoorLoop
When New Event in DecisionVault
then Create a Task/Work Order in DoorLoop
From DoorLoop to DecisionVault
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 DecisionVault and DoorLoop
Triggers and actions 20 triggers · 29 actions
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
- In Eviction
Triggers when a lease enters the eviction collections stage in DoorLoop.
- Lease Ending
Triggers when a lease's end date falls within the chosen number of days from today.
- Lease Starting
Triggers when a lease's start date arrives (start dates within the last 7 days up to today).
- New Expense
Triggers when a new expense is recorded in DoorLoop.
- New Lease
Triggers when a new lease is added in DoorLoop.
- New Lease Charge
Triggers when a new charge is posted to a lease.
- New Lease Payment
Triggers when a new lease payment is recorded in DoorLoop.
- New Owner
Triggers when a new owner is created in DoorLoop.
- New Property
Triggers when a new property is added in DoorLoop.
- New Prospect
Triggers when a new prospect is added in DoorLoop.
- New Returned Payment
Triggers when a lease payment is returned (reversed) in DoorLoop.
- New Task / Work Order
Triggers when a new task, work order, tenant request or owner request is created in DoorLoop.
- New Tenant or Prospect
Triggers when a new tenant or prospect is added in DoorLoop.
- New Vendor
Triggers when a new vendor is added in DoorLoop.
- New Vendor Bill
Triggers when a new vendor bill is created in DoorLoop.
- Tenant Moving In
Triggers when a tenant's move-in date arrives (move-in dates within the last 7 days up to today).
- Tenant Moving Out
Triggers when a lease tenant is scheduled to move out within the next 7 days.
- Updated Task / Work Order
Triggers when a task or work order is created or updated in DoorLoop.
- Add owner
Creates a property owner in DoorLoop with their contact details, management dates and tax information.
- Create a Task/Work Order
Creates a task, tenant request, owner request or work order in DoorLoop.
- Create Vendor
Creates a new vendor in DoorLoop with contact details, served properties, insurance and tax information.
- Find Account
Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account.
- Find Lease
Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases.
- Find Lease Tenants
Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease.
- Find Property
Finds properties by name, optionally narrowed by portfolio, class or owner, and returns the matching properties.
- Find Tenant or Prospect
Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type.
- Find Unit
Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status.
- Find User
Finds DoorLoop users whose login email matches the email you supply.
- Find Vendor
Finds DoorLoop vendors by name or email, optionally narrowed by property, active status, open balance, insurance expiry or creation date.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
DecisionVault and DoorLoop, answered
What can start an automation from DecisionVault?
Any of DecisionVault's 2 triggers in the catalog, including New Event and New Matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DoorLoop when something happens in DecisionVault?
Any of DoorLoop's 11 actions, including Create a Task/Work Order, Create Vendor, Add owner and Find Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DoorLoop to DecisionVault?
Yes. When something happens in DoorLoop, your agent can act in DecisionVault too. This page covers both directions: DoorLoop's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or DoorLoop?
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 DecisionVault and DoorLoop 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.