--- title: "Connect Docamatic and Microsoft Entra ID - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Add User to Group\" in Microsoft Entra ID." canonical: "https://apiant.ai/connect/docamatic-to-microsoft-entra-id" --- # Connect Docamatic and Microsoft Entra ID When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Add User to Group** in [Microsoft Entra ID](https://apiant.ai/connections/microsoft-entra-id), or **New Group** in Microsoft Entra ID 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 Microsoft Entra ID **2** triggers Microsoft Entra ID **14** 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 Microsoft Entra ID 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 Microsoft Entra ID can do together ### From Docamatic to Microsoft Entra ID - When **New Document** in Docamatic then **Add User to Group** in Microsoft Entra ID - When **New Document** in Docamatic then **Create User** in Microsoft Entra ID ### From Microsoft Entra ID to Docamatic - When **New Group** in Microsoft Entra ID then **Delete a Document** in Docamatic - When **New User** in Microsoft Entra ID 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 Microsoft Entra ID ## Triggers and actions 3 triggers · 21 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 Group** Triggers when a new group is created in your Microsoft Entra ID directory. - Trigger **New User** Triggers when a new user is created in your Microsoft Entra ID directory. - Action **Add User to Group** Adds a user as a member of a group in your Microsoft Entra ID directory. - Action **Create Group** Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory. - Action **Create User** Creates a new user in your Microsoft Entra ID directory with a starting password. - Action **Delete Group** Deletes a group from your Microsoft Entra ID directory. - Action **Delete User** Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days. - Action **Disable User** Disables an existing user's account so they can no longer sign in. The user and their data are kept. - Action **Find Group** Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own. - Action **Find User** Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches. - Action **Get Group** Fetches a group by ID. An error occurs if the group is not found. - Action **Get User** Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name. - Action **List Group Members** Returns all direct members of a group: users, nested groups, devices and service principals. - Action **Remove User from Group** Removes a user from a group in your Microsoft Entra ID directory. - Action **Update Group** Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed. - Action **Update User** Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left blank are not changed. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Microsoft Entra ID** Microsoft Entra ID is a cloud-based identity and access management service that lets employees access...](https://apiant.ai/connections/microsoft-entra-id) 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 Microsoft Entra ID - [ **HubSpot to Microsoft Entra ID** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-entra-id) - [ **Google Sheets to Microsoft Entra ID** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-microsoft-entra-id) - [ **Gmail to Microsoft Entra ID** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-entra-id) - [ **Google Calendar to Microsoft Entra ID** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-entra-id) - [ **Google Drive to Microsoft Entra ID** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-microsoft-entra-id) - [ **Mailchimp to Microsoft Entra ID** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-microsoft-entra-id) Questions ## Docamatic and Microsoft Entra ID, 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 Microsoft Entra ID when something happens in Docamatic? Any of Microsoft Entra ID's 14 actions, including Create Group, Create User, Update Group and Update User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft Entra ID to Docamatic? Yes. When something happens in Microsoft Entra ID, your agent can act in Docamatic too. This page covers both directions: Microsoft Entra ID's triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Microsoft Entra ID? 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 Microsoft Entra ID 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.