# Connect Docamatic and Force Manager When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Add contact** in [Force Manager](https://apiant.ai/connections/force-manager), or **New account** in Force Manager 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 Force Manager **3** triggers Force Manager **24** 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 Force Manager to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Force Manager can do together ### From Docamatic to Force Manager - When **New Document** in Docamatic then **Add contact** in Force Manager - When **New Document** in Docamatic then **Add sales order** in Force Manager ### From Force Manager to Docamatic - When **New account** in Force Manager then **Delete a Document** in Docamatic - When **New contact** in Force Manager 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 Force Manager ## Triggers and actions 4 triggers · 31 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 account** Fires on new account. - Trigger **New contact** Fires on new contact. - Trigger **New opportunity** Fires on new opportunity. - Action **Add account** Create an account. - Action **Add activity** Create an activity. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get account by ID. - Action **Get call** Returns one call record by id. - Action **Get contact** Get contact by ID. - Action **Get opportunity** Get opportunity by ID. - Action **List accounts** List accounts, paginated. - Action **List activities** List activities. - Action **List contacts** List contacts, paginated. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **List sales orders** List order headers. - Action **Update account** Partial update of an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Force Manager** Mobile-first CRM for field sales teams to manage contacts, log visits, track opportunities, and view sales...](https://apiant.ai/connections/force-manager) 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 Force Manager - [ **ActiveCampaign to Force Manager** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-force-manager) - [ **Airtable to Force Manager** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-force-manager) - [ **Asana to Force Manager** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-force-manager) - [ **ClickUp to Force Manager** 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-force-manager) - [ **Discord to Force Manager** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-force-manager) - [ **Brevo to Force Manager** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-force-manager) Questions ## Docamatic and Force Manager, 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 Force Manager when something happens in Docamatic? Any of Force Manager's 24 actions, including Update account, Update activity, Update contact and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Force Manager to Docamatic? Yes. When something happens in Force Manager, your agent can act in Docamatic too. This page covers both directions: Force Manager's triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Force Manager? 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. ### ### 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.