--- title: "Connect Docamatic and Teamleader Focus - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Add invoice\" in Teamleader Focus." canonical: "https://apiant.ai/connect/docamatic-to-teamleader-focus" --- # Connect Docamatic and Teamleader Focus When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Add invoice** in [Teamleader Focus](https://apiant.ai/connections/teamleader-focus), or **New Company** in Teamleader Focus 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 Teamleader Focus **5** triggers Teamleader Focus **20** 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 Teamleader Focus 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 Teamleader Focus can do together ### From Docamatic to Teamleader Focus - When **New Document** in Docamatic then **Add invoice** in Teamleader Focus - When **New Document** in Docamatic then **Add task** in Teamleader Focus ### From Teamleader Focus to Docamatic - When **New Company** in Teamleader Focus then **Delete a Document** in Docamatic - When **New Contact** in Teamleader Focus 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 Teamleader Focus ## Triggers and actions 6 triggers · 27 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 **Deal Accepted** Triggers when a deal is accepted. - Trigger **Invoice Paid** Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered). - Trigger **New Company** Triggers when a new Company is added. - Trigger **New Contact** Triggers when a new contact is added. - Trigger **New Deal** Triggers when a new deal is created. - Action **Add invoice** Drafts a new invoice in Teamleader Focus. - Action **Add quotation** Creates a quotation on a Teamleader Focus deal. - Action **Add task** Create a task. - Action **Book Invoice** Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding. - Action **Create Company** Creates a new company. - Action **Create Contact** Creates a new contact. - Action **Create Deal** Creates a new deal. - Action **Find Company** Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria. - Action **Find Contact** Returns up to 100 contacts that match the specified search term, email, company, tags, status or ids. - Action **Find deals** Returns up to 100 deals that match the specified search term and filters, including their custom field values. - Action **Get company** Get details for a single company in Teamleader Focus. - Action **Get contact** Get a contact by id. - Action **Get deal** Get details for a single deal. - Action **Get Invoice** Returns one Teamleader Focus invoice with its customer, lines, totals and status. - Action **Get Task** Returns one Teamleader Focus task with its title, description, due date, work type and assignee. - Action **Link Contact to Company** Links an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there. - Action **Update company** Update an existing company in Teamleader Focus. Only the fields you fill in are changed. - Action **Update contact** Update a contact. - Action **Update deal** Update a deal. - Action **Win deal** Marks a Teamleader Focus deal as won. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Teamleader Focus** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connections/teamleader-focus) 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 Teamleader Focus - [ **HubSpot to Teamleader Focus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamleader-focus) - [ **Salesforce to Teamleader Focus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamleader-focus) - [ **Slack to Teamleader Focus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamleader-focus) - [ **Google Sheets to Teamleader Focus** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teamleader-focus) - [ **Gmail to Teamleader Focus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamleader-focus) - [ **Google Calendar to Teamleader Focus** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamleader-focus) Questions ## Docamatic and Teamleader Focus, 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 Teamleader Focus when something happens in Docamatic? Any of Teamleader Focus's 20 actions, including Create Company, Create Contact, Create Deal and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamleader Focus to Docamatic? Yes. When something happens in Teamleader Focus, your agent can act in Docamatic too. This page covers both directions: Teamleader Focus's triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Teamleader Focus? 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 Teamleader Focus 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.