--- title: "Connect Docamatic and Heartbeat - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Create Event\" in Heartbeat, or \"Course Completed\" in Heartbeat to \"Delete a Document\" in Docamatic." canonical: "https://apiant.ai/connect/docamatic-to-heartbeat" --- # Connect Docamatic and Heartbeat When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Create Event** in [Heartbeat](https://apiant.ai/connections/heartbeat), or **Course Completed** in Heartbeat 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 Heartbeat **4** triggers Heartbeat **6** 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 Heartbeat 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 Heartbeat can do together ### From Docamatic to Heartbeat - When **New Document** in Docamatic then **Create Event** in Heartbeat - When **New Document** in Docamatic then **Deactivate User** in Heartbeat ### From Heartbeat to Docamatic - When **Course Completed** in Heartbeat then **Delete a Document** in Docamatic - When **New Event** in Heartbeat 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 Heartbeat ## Triggers and actions 5 triggers · 13 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 **Abandoned Invitation Link** Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account. - Trigger **Course Completed** Triggers when a user completes a course. - Trigger **New Event** Triggers when a new event is created. - Trigger **New Event RSVP** Triggers when someone RSVPs to an event. - Action **Create Event** Creates an event in a Heartbeat community and optionally invites people or groups. - Action **Create Group** Creates a group in a Heartbeat community, optionally nested under another group and seeded with members. - Action **Create Thread** Posts a new thread in a Heartbeat channel. - Action **Deactivate User** Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place. - Action **List Channels** Returns all channels in the Heartbeat community, with each channel's name, emoji and type. - Action **List Threads** Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Heartbeat** Heartbeat is a platform for online communities, where members can talk with each other, read content, and...](https://apiant.ai/connections/heartbeat) 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 Heartbeat - [ **ConvesioConvert to Heartbeat** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connect/convesioconvert-to-heartbeat) - [ **Google Sheets to Heartbeat** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-heartbeat) - [ **Gmail to Heartbeat** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-heartbeat) - [ **Google Calendar to Heartbeat** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-heartbeat) - [ **Google Drive to Heartbeat** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-heartbeat) - [ **ActiveCampaign to Heartbeat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-heartbeat) Questions ## Docamatic and Heartbeat, 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 Heartbeat when something happens in Docamatic? Any of Heartbeat's 6 actions, including Create Event, Create Group, Create Thread and Deactivate User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Heartbeat to Docamatic? Yes. When something happens in Heartbeat, your agent can act in Docamatic too. This page covers both directions: Heartbeat's triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Heartbeat? 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 Heartbeat 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.