--- title: "Connect Docamatic to Alphacrm - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Add customer\" in Alphacrm." canonical: "https://apiant.ai/connect/docamatic-to-alphacrm" --- # Connect Docamatic to Alphacrm When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Add customer** in [Alphacrm](https://apiant.ai/connections/alphacrm). Describe the whole flow and it is built, tested on every scenario and kept running. Docamatic **1** trigger Docamatic **7** actions Alphacrm **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Docamatic and Alphacrm 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 Docamatic can start in Alphacrm - When **New Document** in Docamatic then **Add customer** in Alphacrm - When **New Document** in Docamatic then **Add task** in Alphacrm 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 Docamatic and Alphacrm ## Triggers and actions 1 trigger · 23 actions - 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. - Action **Add communication** Adds a communication (for example a comment) to a customer or lead card in AlfaCRM. - Action **Add customer** Create a customer (lead or student). - Action **Add group** Create a study group. - Action **Add lesson** Create a lesson. - Action **Add payment** Create a payment. - Action **Add task** Create a task. - Action **Archive customer** Moves a customer or lead to the archive in AlfaCRM. AlfaCRM has no way to permanently delete a customer; an archived customer drops out of the active list but can be restored later. - Action **Find customers** Returns customers and leads that match the specified criteria (name, phone, status and more). - Action **List branches** Lists the branches in the CRM account, optionally only active or only disabled ones. - Action **List communications** Lists the communications (comments and notes) on an AlfaCRM customer or lead, optionally filtered by communication ID, type, author, or comment text. - Action **List groups** List groups. - Action **List lead statuses** List sales funnel stages. - Action **List lessons** List lessons. - Action **List payments** Lists payments in a branch, optionally filtered by customer, date range, amount, payment type and more. - Action **List tasks** Lists the tasks in an AlfaCRM branch, optionally filtered by task ID, author, assignee, text, priority, or done/archived status. - Action **Update customer** Updates an existing customer (lead or client) by ID. Only the fields you fill in are changed. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Alphacrm** CRM/ERP system for managing educational centers, language, music, and sports schools (students, lessons...](https://apiant.ai/connections/alphacrm) Reviews ## What our customers say ## More from Docamatic - [ **Docamatic to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/docamatic-to-pixabay) - [ **Docamatic to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docamatic-to-hubspot) - [ **Docamatic to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docamatic-to-salesforce) - [ **Docamatic to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docamatic-to-slack) - [ **Docamatic to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docamatic-to-gmail) - [ **Docamatic to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docamatic-to-google-calendar) ## More into Alphacrm - [ **HubSpot to Alphacrm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-alphacrm) - [ **Salesforce to Alphacrm** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-alphacrm) - [ **Slack to Alphacrm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-alphacrm) - [ **Google Sheets to Alphacrm** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-alphacrm) - [ **Gmail to Alphacrm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-alphacrm) - [ **Google Calendar to Alphacrm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-alphacrm) Questions ## Docamatic and Alphacrm, answered ### ### What can start an automation from Docamatic? Any of Docamatic's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Alphacrm when something happens in Docamatic? Any of Alphacrm's 16 actions, including Update customer, Add communication, Add customer and Add group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Alphacrm to Docamatic? Alphacrm has no triggers in the catalog today, so automations start in Docamatic. If you need the other direction, ask: your agent reads Alphacrm's API documentation and adds it. ### ### Do I have to build a connector for Docamatic or Alphacrm? 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 Docamatic and Alphacrm 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.