# Connect Docamatic and Request Tracker (RT) When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Create Ticket** in [Request Tracker (RT)](https://apiant.ai/connections/request-tracker-rt), or **Ticket Created** in Request Tracker (RT) 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 Request Tracker (RT) **3** triggers Request Tracker (RT) **19** 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 Request Tracker (RT) to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Request Tracker (RT) can do together ### From Docamatic to Request Tracker (RT) - When **New Document** in Docamatic then **Create Ticket** in Request Tracker (RT) - When **New Document** in Docamatic then **Update ticket** in Request Tracker (RT) ### From Request Tracker (RT) to Docamatic - When **Ticket Created** in Request Tracker (RT) then **Delete a Document** in Docamatic - When **Ticket Status Changed** in Request Tracker (RT) 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 Request Tracker (RT) ## Triggers and actions 4 triggers · 26 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 **Ticket Correspondence** Triggers when a ticket is replied to (that is, corresponded with). - Trigger **Ticket Created** Triggers when a new Request Tracker ticket is created. - Trigger **Ticket Status Changed** Triggers when a Request Tracker ticket changes status. Can watch for any status change or only for changes to a specific status. - Action **Add asset** Create an asset. - Action **Add user** Create a user. - Action **Comment on a Ticket** Add an internal comment to a ticket and send to any internal watchers. - Action **Create Ticket** Create a new ticket in Request Tracker. - Action **Find Attachment** Locate an attachment by ID. - Action **Find Ticket** Locate a ticket by ID. - Action **Find Tickets** Issue a query to find matching tickets. - Action **Find Transaction** Find a transaction by ID - Action **Get asset** Retrieves one asset by ID: name, description, status, catalog, owner, held by, contact, custom fields. - Action **Get queue** Get a queue by id or name. - Action **Get user** Get a user by id or name. - Action **List queues** List all queues visible to user. - Action **List ticket history** List transactions of a ticket. - Action **Reply to a Ticket** Reply to the requestor and any internal or external watchers of a ticket. - Action **Update ticket** General ticket update (Owner, Priority, Queue, custom fields). - Action **Update Ticket Due Date** Update the due date of a ticket. - Action **Update Ticket Status** Update the status of a ticket. - Action **Update Ticket Subject** Update the subject of a ticket. - Action **Update user** Update a user. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Request Tracker (RT)** Request Tracker (RT) is an open-source, enterprise-grade ticketing system.](https://apiant.ai/connections/request-tracker-rt) 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 Request Tracker (RT) - [ **HubSpot to Request Tracker (RT)** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-request-tracker-rt) - [ **Google Sheets to Request Tracker (RT)** Google Sheets](https://apiant.ai/connect/google-sheets-to-request-tracker-rt) - [ **Gmail to Request Tracker (RT)** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-request-tracker-rt) - [ **Google Calendar to Request Tracker (RT)** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-request-tracker-rt) - [ **Google Drive to Request Tracker (RT)** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-request-tracker-rt) - [ **Mailchimp to Request Tracker (RT)** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-request-tracker-rt) Questions ## Docamatic and Request Tracker (RT), 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 Request Tracker (RT) when something happens in Docamatic? Any of Request Tracker (RT)'s 19 actions, including Create Ticket, Update ticket, Update Ticket Due Date and Update Ticket Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Request Tracker (RT) to Docamatic? Yes. When something happens in Request Tracker (RT), your agent can act in Docamatic too. This page covers both directions: Request Tracker (RT)'s triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Request Tracker (RT)? 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. ### ### 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.