Integration
Connect DocumentPro and Donately
When something happens in DocumentPro or Donately, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want DocumentPro and Donately to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What DocumentPro and Donately can do together
From DocumentPro to Donately
When New Document in DocumentPro
then Find Campaign in Donately
From Donately to DocumentPro
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 DocumentPro and Donately
Triggers and actions 5 triggers · 15 actions
- New Document
Triggers when a document is uploaded.
- Add classifier
create a new Classifier.
- Add workflow
create a new Workflow (extraction template).
- Classify document
classify a document inline without a saved Classifier.
- Delete classifier
delete a Classifier.
- Delete workflow
delete a Workflow.
- Get classifier
fetch a single Classifier by id.
- Get document
fetch a single document by id.
- Get workflow
fetch a single Workflow by id.
- List classifiers
list saved Classifiers.
- Run classifier against document
run a saved Classifier against a document.
- Run workflow against document
Start an extraction Workflow against a document. The run is asynchronous: it returns a request_id immediately and the extracted data arrives once the job completes.
- Update classifier
update an existing Classifier.
- Update workflow
update an existing Workflow.
- Upload Document
Upload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow.
- List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
- List Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
- List Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
- List Recurring Plans
Lists the recurring plans for your Donately account, defaults to the most recent 100 failed plans.
- Find Campaign
Finds a campaign.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from DocumentPro
DocumentPro to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DocumentPro to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DocumentPro to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DocumentPro to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DocumentPro to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
DocumentPro to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
More into Donately
Conversion Tools to DonatelyConverting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.
ActiveCampaign to DonatelyActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to DonatelyOrganize anything with Airtable, a modern database created for everyone.
Asana to DonatelyAsana is a collaborative information manager for workspace.
ClickUp to DonatelyClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to DonatelyDiscord is an all-in-one voice and text chat for gamers.
Questions
DocumentPro and Donately, answered
What can start an automation from DocumentPro?
Any of DocumentPro'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 Donately when something happens in DocumentPro?
Any of Donately's 1 action, including Find Campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Donately to DocumentPro?
Yes. When something happens in Donately, your agent can act in DocumentPro too. This page covers both directions: Donately's triggers and DocumentPro's actions are listed here as well.
Do I have to build a connector for DocumentPro or Donately?
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.