--- title: "Connect Docamatic and Nifty - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Create Document\" in Nifty, or \"New Doc\" in Nifty to \"Delete a Document\" in Docamatic." canonical: "https://apiant.ai/connect/docamatic-to-nifty" --- # Connect Docamatic and Nifty When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Create Document** in [Nifty](https://apiant.ai/connections/nifty), or **New Doc** in Nifty 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 Nifty **11** triggers Nifty **17** 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 Nifty 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 Nifty can do together ### From Docamatic to Nifty - When **New Document** in Docamatic then **Create Document** in Nifty - When **New Document** in Docamatic then **Create File** in Nifty ### From Nifty to Docamatic - When **New Doc** in Nifty then **Delete a Document** in Docamatic - When **New File** in Nifty 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 Nifty ## Triggers and actions 12 triggers · 24 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 Doc** Triggers when a new doc is created. - Trigger **New File** Triggers when a new file is uploaded. - Trigger **New Message** Triggers when a new message is sent. - Trigger **New Milestone** Triggers when a new milestone is created. - Trigger **New Portfolio** Triggers when a new portfolio is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Status** Triggers when a new status is created. - Trigger **New Subtask** Triggers when a new subtask is created. - Trigger **New Tag** Triggers when a new tag is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Task Is Completed** Triggers when a task is completed. - Action **Create Document** Creates a Nifty document in a project, optionally seeding its body from Markdown. - Action **Create File** creates a file record in a project from text content (or a URL), firing file.created. - Action **Create Milestone** Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project. - Action **Create Portfolio** Creates a portfolio (a team-level grouping of projects) in Nifty. - Action **Create Project** Creates a new project. - Action **Create Status** Creates a status column (Kanban column / list stage) in a Nifty project. - Action **Create Subtask** Creates a new subtask. - Action **Create Tag** Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more. - Action **Create Task** Creates a new task. - Action **Create Upload URL** Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File. - Action **Get Document** Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included. - Action **Get Message** Retrieve a single Nifty message (chat message or comment) by its ID. - Action **Get Milestone** Retrieve a single milestone by its id, including its custom-field values. - Action **Get Project** Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand. - Action **Get Status** Retrieve a single Nifty status column by its id. - Action **Get Tag** Retrieves a single tag (Nifty label) by id. - Action **Send Message** Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Nifty** Nifty helps you communicate with your team members and manage your projects — all in one place.](https://apiant.ai/connections/nifty) 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 Nifty - [ **HubSpot to Nifty** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nifty) - [ **Google Sheets to Nifty** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nifty) - [ **Gmail to Nifty** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nifty) - [ **Google Calendar to Nifty** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nifty) - [ **Google Drive to Nifty** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nifty) - [ **Mailchimp to Nifty** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-nifty) Questions ## Docamatic and Nifty, 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 Nifty when something happens in Docamatic? Any of Nifty's 17 actions, including Create Document, Create File, Create Milestone and Create Portfolio. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nifty to Docamatic? Yes. When something happens in Nifty, your agent can act in Docamatic too. This page covers both directions: Nifty's triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Nifty? 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 Nifty 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.