--- title: "Connect Docamatic and Dovetail - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Add Contact\" in Dovetail, or \"New Project\" in Dovetail to \"Delete a Document\" in Docamatic." canonical: "https://apiant.ai/connect/docamatic-to-dovetail" --- # Connect Docamatic and Dovetail When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Add Contact** in [Dovetail](https://apiant.ai/connections/dovetail), or **New Project** in Dovetail to **Delete a Document** in Docamatic. Describe the whole flow and it is built, tested on every scenario and kept running. Docamatic **1** trigger Docamatic **7** actions Dovetail **3** triggers Dovetail **4** 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 Dovetail 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 and Dovetail can do together ### From Docamatic to Dovetail - When **New Document** in Docamatic then **Add Contact** in Dovetail - When **New Document** in Docamatic then **Add Data Point to Channel** in Dovetail ### From Dovetail to Docamatic - When **New Project** in Dovetail then **Delete a Document** in Docamatic - When **New Published Insight** in Dovetail then **Convert URL or HTML to Image** in Docamatic 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 Dovetail ## Triggers and actions 4 triggers · 11 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. - Trigger **New Project** Triggers when a new project is created - Trigger **New Published Insight** Triggers when a new insight is published. - Trigger **Updated Project** Triggers when a project is updated. - Action **Add Contact** Adds a contact to the contacts database. - Action **Add Data Point to Channel** Adds a data point to a channel. - Action **Add Data to Project** Adds data to an existing project. - Action **Add Insight to Project** Adds an insight to an existing project. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Dovetail** Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source...](https://apiant.ai/connections/dovetail) 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 Dovetail - [ **ActiveCampaign to Dovetail** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dovetail) - [ **Airtable to Dovetail** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dovetail) - [ **Asana to Dovetail** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dovetail) - [ **ClickUp to Dovetail** 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-dovetail) - [ **Discord to Dovetail** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-dovetail) - [ **Brevo to Dovetail** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dovetail) Questions ## Docamatic and Dovetail, 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 Dovetail when something happens in Docamatic? Any of Dovetail's 4 actions, including Add Contact, Add Data Point to Channel, Add Data to Project and Add Insight to Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dovetail to Docamatic? Yes. When something happens in Dovetail, your agent can act in Docamatic too. This page covers both directions: Dovetail's triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Dovetail? 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 Dovetail 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.