--- title: "Connect Docamatic to MoEngage - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Create or Update User\" in MoEngage." canonical: "https://apiant.ai/connect/docamatic-to-moengage" --- # Connect Docamatic to MoEngage When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Create or Update User** in [MoEngage](https://apiant.ai/connections/moengage). Describe the whole flow and it is built, tested on every scenario and kept running. Docamatic **1** trigger Docamatic **7** actions MoEngage **8** 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 MoEngage 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 can start in MoEngage - When **New Document** in Docamatic then **Create or Update User** in MoEngage - When **New Document** in Docamatic then **Import User Event** in MoEngage 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 MoEngage ## Triggers and actions 1 trigger · 15 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. - Action **Add or Remove User From Cohort (Audience)** Adds users to, or removes users from, a partner-synced custom segment (cohort) in MoEngage. Only users who already exist in MoEngage are matched; no new users are created. - Action **Create or update device** Creates a new device for an existing MoEngage user, or updates the properties of one of that user's devices. MoEngage accepts the request and processes it shortly afterwards. - Action **Create or Update User** Creates a new MoEngage user or updates the attributes of an existing user. - Action **Delete users** Requests permanent deletion of one MoEngage user, identified by customer ID or MoEngage ID. The user stays active for a 24-hour buffer period and cannot be retrieved once deleted. - Action **Fetch Campaign Report** Downloads a generated MoEngage campaign report file by its file name. Reports can be downloaded for 7 days after they are generated. - Action **Find users** Returns the MoEngage user profiles that match the Customer IDs or MoEngage IDs you specify, and lists any IDs that were not found. - Action **Import User Event** Records one or more events a user performed, with their attributes and times, on the user's MoEngage profile. Creates the user if needed. - Action **Merge users** Merges duplicate MoEngage user profiles by moving each merged user's data into the retained user. MoEngage cannot undo a merge, so check the user IDs before running it. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **MoEngage** MoEngage is a full-stack solution consisting of powerful customer analytics, automated cross-channel...](https://apiant.ai/connections/moengage) 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 MoEngage - [ **HubSpot to MoEngage** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moengage) - [ **Salesforce to MoEngage** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-moengage) - [ **Slack to MoEngage** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-moengage) - [ **Google Sheets to MoEngage** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-moengage) - [ **Gmail to MoEngage** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moengage) - [ **Google Calendar to MoEngage** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moengage) Questions ## Docamatic and MoEngage, 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 MoEngage when something happens in Docamatic? Any of MoEngage's 8 actions, including Create or update device, Create or Update User, Fetch Campaign Report and Find users. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MoEngage to Docamatic? MoEngage has no triggers in the catalog today, so automations start in Docamatic. If you need the other direction, ask: your agent reads MoEngage's API documentation and adds it. ### ### Do I have to build a connector for Docamatic or MoEngage? 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 MoEngage 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.