--- title: "Connect Docamatic and Shade - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Copy a File\" in Shade, or \"Asset Updated\" in Shade to \"Delete a Document\" in Docamatic." canonical: "https://apiant.ai/connect/docamatic-to-shade" --- # Connect Docamatic and Shade When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Copy a File** in [Shade](https://apiant.ai/connections/shade), or **Asset Updated** in Shade 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 Shade **7** triggers Shade **7** 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 Shade 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 Shade can do together ### From Docamatic to Shade - When **New Document** in Docamatic then **Copy a File** in Shade - When **New Document** in Docamatic then **Share File or Folder** in Shade ### From Shade to Docamatic - When **Asset Updated** in Shade then **Delete a Document** in Docamatic - When **New Asset** in Shade 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 Shade ## Triggers and actions 8 triggers · 14 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 **Asset Updated** Triggers when an asset in the Shade drive and folder you select is added or changed. - Trigger **New Asset** Triggers when a new asset appears in the Shade drive and folder you select. - Trigger **New Collection** Triggers when a new collection is created in the Shade drive you select. - Trigger **New Drive** Triggers when a new drive is created in the Shade workspace you select. - Trigger **New Public Share Link** Triggers when a new public share link is created in the Shade drive you select. - Trigger **New Transcription** Triggers when an asset in the Shade drive and folder you select finishes transcription. - Trigger **Public Share Link Updated** Triggers when a public share link in the Shade drive you select is created or changed. - Action **Copy a File** Copies a file or folder to another location within the same Shade drive. - Action **Create Folder** Creates a folder at the path you supply in a Shade drive. - Action **Find an Asset** Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters. - Action **Get Public Links for a File or Folder** Returns the public share links that exist for a file or folder in a Shade drive. - Action **Search Asset Chunks** Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type. - Action **Search for an Asset by Description** Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index. - Action **Share File or Folder** Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Shade** Shade is an AI-powered cloud NAS for media teams that enables real-time editing, natural language search...](https://apiant.ai/connections/shade) 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 Shade - [ **Dropbox to Shade** Dropbox cloud file storage. Upload, download, move, copy, delete, and search files and folders; create...](https://apiant.ai/connect/dropbox-to-shade) - [ **HubSpot to Shade** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-shade) - [ **Salesforce to Shade** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-shade) - [ **Slack to Shade** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-shade) - [ **Google Sheets to Shade** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-shade) - [ **Gmail to Shade** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-shade) Questions ## Docamatic and Shade, 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 Shade when something happens in Docamatic? Any of Shade's 7 actions, including Create Folder, Copy a File, Find an Asset and Get Public Links for a File or Folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Shade to Docamatic? Yes. When something happens in Shade, your agent can act in Docamatic too. This page covers both directions: Shade's triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Shade? 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 Shade 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.