Integration
Connect Docamatic and Karbon
When New Document fires in Docamatic, your agent runs Create Organization Contact in Karbon, or New work item in Karbon to Delete a Document in Docamatic. 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 Docamatic and Karbon 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)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 Docamatic and Karbon can do together
From Docamatic to Karbon
When New Document in Docamatic
then Create Organization Contact in Karbon
From Karbon to 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 Karbon
Triggers and actions 2 triggers · 23 actions
- New Document
Triggers when a new document is created.
- 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.
- 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.
- Delete a Document
Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created.
- 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.
- Merge PDFs
Joins several PDF documents into one, in the order given, and returns the combined PDF.
- Password Protect PDF
Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy.
- 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.
- New work item
Triggers when a new work item is created in Karbon.
- Add client group
Creates a new client group in Karbon, optionally with members, owner, manager and client team.
- Add note
Creates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups.
- Add work item
Creates a new work item for a client in Karbon.
- Create Organization Contact
Creates a new Organization contact in Karbon.
- Create Person Contact
Creates a new person Contact in Karbon and returns the created Contact record.
- Find an Organization Contact
Finds Organization contacts in Karbon matching a full name, email address, external key or contact type, and returns the matching organizations.
- Find a Person Contact
Finds person contacts in Karbon by email address, full name, phone number, contact type or external key, and returns the matches.
- Get work item
Returns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments.
- List invoices
Returns the invoices in your Karbon account, optionally filtered by invoice status and sorted.
- List timesheets
Returns a list of timesheets from your Karbon account, optionally filtered by date, user, work item or status, with their time entries if requested.
- List users
Returns the users in your Karbon account, optionally filtered by name or email address.
- List work items
Returns the work items in your Karbon account, optionally filtered and sorted.
- Update client group
Renames an existing Karbon client group by changing its full name.
- Update Organization Contact
Updates the name or privacy level of an existing Organization contact in Karbon.
- Update Person Contact
Updates the name details or privacy level of an existing Person Contact in Karbon.
- Update work item
Updates a Karbon work item's title, description, dates, assignee, work type, role assignments or status. Fields left blank are not changed.
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
Reviews
What our customers say
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Questions
Docamatic and Karbon, 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 Karbon when something happens in Docamatic?
Any of Karbon's 16 actions, including Create Organization Contact, Create Person Contact, Update client group and Update Organization Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Karbon to Docamatic?
Yes. When something happens in Karbon, your agent can act in Docamatic too. This page covers both directions: Karbon's triggers and Docamatic's actions are listed here as well.
Do I have to build a connector for Docamatic or Karbon?
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 Karbon 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.