--- title: "Connect Docparser and Ortto - APIANT.ai" description: "When \"Parsed Document Data Available\" fires in Docparser, your agent runs \"Create Record\" in Ortto." canonical: "https://apiant.ai/connect/docparser-to-ortto" --- # Connect Docparser and Ortto When **Parsed Document Data Available** fires in [Docparser](https://apiant.ai/connections/docparser), your agent runs **Create Record** in [Ortto](https://apiant.ai/connections/ortto), or **Fields Updated** in Ortto to **Upload Document** in Docparser. Describe the whole flow and it is built, tested on every scenario and kept running. Docparser **2** triggers Docparser **2** actions Ortto **4** triggers Ortto **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Docparser and Ortto 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 Docparser and Ortto can do together ### From Docparser to Ortto - When **Parsed Document Data Available** in Docparser then **Create Record** in Ortto - When **Parsed Table Row Available** in Docparser then **Tag/Untag Records** in Ortto ### From Ortto to Docparser - When **Fields Updated** in Ortto then **Upload Document** in Docparser - When **New Activity Occurred** in Ortto then **Fetch Document From URL** in Docparser 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 Docparser and Ortto ## Triggers and actions 6 triggers · 12 actions - Trigger **Parsed Document Data Available** Triggers whenever a new Document is processed and parsed data is available. - Trigger **Parsed Table Row Available** Triggers whenever a new Document is processed and parsed table rows are available. - Action **Fetch Document From URL** Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger). - Action **Upload Document** Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger). - Trigger **Fields Updated** Triggers when the specified field(s) of a record have been updated in your Ortto account. - Trigger **New Activity Occurred** Triggers when a new Ortto activity occurs. - Trigger **New Record Created** Triggers when a new record (contact or organization) has been added to your Ortto account. - Trigger **Tag Added/Removed** Triggers when a tag has beed added to, or removed from, a record. - Action **Add Custom Field** Create a new custom field on the person or organization schema in Ortto. - Action **Create Record** Create a new record (person, organization), or update an existing record in your Ortto account. - Action **Delete Record** Archive, restore, or permanently delete a person or organization record in Ortto. - Action **Get Record** Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for. - Action **List Activities** Retrieve the activity feed for a given contact in Ortto. - Action **Opt Out From SMS** Opt out a person from all SMS communications. - Action **Search or Create Records** Search your Ortto data for a record based on the provided field or optionally create one if none is found. - Action **Tag/Untag Records** Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name. - Action **Unsubscribe a Person** Unsubscribe a person from all emails. - Action **Update Audience Subscription** Subscribe or unsubscribe a person to/from an Ortto audience. ## Each app on its own - [ **Docparser** Docparser converts your PDF documents into structured and easy-to-handle data.](https://apiant.ai/connections/docparser) - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) Reviews ## What our customers say ## More from Docparser - [ **Docparser to Prismix** Real-time uptime for 77 AI APIs (OpenAI, Anthropic, Cursor, Gemini) — free JSON endpoint, no auth required](https://apiant.ai/connect/docparser-to-prismix) - [ **Docparser to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docparser-to-hubspot) - [ **Docparser to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docparser-to-salesforce) - [ **Docparser to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docparser-to-slack) - [ **Docparser to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/docparser-to-google-sheets) - [ **Docparser to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docparser-to-gmail) ## More into Ortto - [ **HubSpot to Ortto** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ortto) - [ **Google Sheets to Ortto** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ortto) - [ **Gmail to Ortto** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ortto) - [ **Google Calendar to Ortto** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ortto) - [ **Google Drive to Ortto** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ortto) - [ **Mailchimp to Ortto** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ortto) Questions ## Docparser and Ortto, answered ### ### What can start an automation from Docparser? Any of Docparser's 2 triggers in the catalog, including Parsed Document Data Available and Parsed Table Row Available. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ortto when something happens in Docparser? Any of Ortto's 10 actions, including Create Record, Update Audience Subscription, Add Custom Field and Get Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ortto to Docparser? Yes. When something happens in Ortto, your agent can act in Docparser too. This page covers both directions: Ortto's triggers and Docparser's actions are listed here as well. ### ### Do I have to build a connector for Docparser or Ortto? 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 Docparser and Ortto 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.