--- title: "Connect DocumentPro and EquipDash - APIANT.ai" description: "When \"New Document\" fires in DocumentPro, your agent runs \"Add Note to Customer\" in EquipDash." canonical: "https://apiant.ai/connect/documentpro-to-equipdash" --- # Connect DocumentPro and EquipDash When **New Document** fires in [DocumentPro](https://apiant.ai/connections/documentpro), your agent runs **Add Note to Customer** in [EquipDash](https://apiant.ai/connections/equipdash), or **Booking Status Changed** in EquipDash to **Upload Document** in DocumentPro. Describe the whole flow and it is built, tested on every scenario and kept running. DocumentPro **1** trigger DocumentPro **14** actions EquipDash **18** triggers EquipDash **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DocumentPro and EquipDash 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 DocumentPro and EquipDash can do together ### From DocumentPro to EquipDash - When **New Document** in DocumentPro then **Add Note to Customer** in EquipDash - When **New Document** in DocumentPro then **Add Note to Booking** in EquipDash ### From EquipDash to DocumentPro - When **Booking Status Changed** in EquipDash then **Upload Document** in DocumentPro - When **Booking Updated** in EquipDash then **Classify document** in 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 EquipDash ## Triggers and actions 19 triggers · 49 actions - Trigger **New Document** Triggers when a document is uploaded. - Action **Add classifier** create a new Classifier. - Action **Add workflow** create a new Workflow (extraction template). - Action **Classify document** classify a document inline without a saved Classifier. - Action **Delete classifier** delete a Classifier. - Action **Delete workflow** delete a Workflow. - Action **Get classifier** fetch a single Classifier by id. - Action **Get document** fetch a single document by id. - Action **Get workflow** fetch a single Workflow by id. - Action **List classifiers** list saved Classifiers. - Action **Run classifier against document** run a saved Classifier against a document. - Action **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. - Action **Update classifier** update an existing Classifier. - Action **Update workflow** update an existing Workflow. - Action **Upload Document** Upload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow. - Trigger **Booking Cancelled** Triggers when a booking is cancelled. - Trigger **Booking Checked In** Triggers when a booking is checked in. - Trigger **Booking Picked Up** Triggers when a booking is picked up. - Trigger **Booking Returned** Triggers when a booking is returned. - Trigger **Booking Status Changed** Triggers when a booking status changes. - Trigger **Booking Updated** Triggers when a booking is updated. - Trigger **Customer Updated** Triggers when a customer is updated. - Trigger **Experience Created** Triggers when a new experience is created. - Trigger **Experience Schedule Created** Triggers when an experience schedule is created. - Trigger **Experience Updated** Triggers when an experience is updated. - Trigger **Inventory Added** Triggers when inventory is added to a product. - Trigger **Inventory Updated** Triggers when inventory is updated. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **Payment Received** Triggers when a payment is received. - Trigger **Product Created** Triggers when a new product is created. - Trigger **Product Updated** Triggers when a product is updated. - Trigger **Promo Code Created** Triggers when a new promo code is created. - Trigger **Shift Created** Triggers when a new shift is created. - Action **Add Inventory to Product** Adds inventory to a product. - Action **Add Note to Booking** Adds a note to a booking. - Action **Add Note to Customer** Adds a note to a customer. - Action **Add Note to Workshop** Adds a note to a workshop item. - Action **Add Payment to Booking** Adds a payment to a booking. - Action **Add Pricing to Product** Adds a pricing tier to a product. - Action **Add Schedule to Experience** Adds a schedule slot to an experience. - Action **Add to Workshop** Adds an item to the workshop. - Action **Archive Experience** Archives an experience. - Action **Archive Product** Archives a product. - Action **Cancel Booking** Cancels a booking. - Action **Check Product Availability** Checks availability of a product for given dates. - Action **Create Booking** Creates a new booking. - Action **Create Customer** Creates a new customer. - Action **Create Experience** Creates a new experience. - Action **Create Experience Category** Creates a new experience category. - Action **Create Product** Creates a new product. - Action **Create Product Category** Creates a new product category. - Action **Create Promo Code** Creates a new promo code. - Action **Create Shift** Creates a new staff shift. - Action **Create Tag** Creates a new tag. - Action **Create Voucher** Creates a new voucher. - Action **Delete Customer** Deletes a customer. - Action **Find Customer** Finds a customer. - Action **Find Experience** Finds a experience. - Action **Find Product** Finds a product. - Action **Find Promo Code** Finds a promo code. - Action **Find Staff** Finds a staff. - Action **Find Voucher** Finds a voucher. - Action **Remove From Workshop** Removes an item from the workshop. - Action **Update Booking Status** Updates the status of a booking. - Action **Update Customer** Updates a customer. - Action **Update Experience** Updates an experience. - Action **Update Product** Updates a product. - Action **Update Tags on Booking** Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically. ## Each app on its own - [ **DocumentPro** DocumentPro is an accurate and customizable document data capture platform powered by LLMs](https://apiant.ai/connections/documentpro) - [ **EquipDash** EquipDash is a AI-powered equipment rental and tour booking software built for outdoor recreation operators.](https://apiant.ai/connections/equipdash) Reviews ## What our customers say ## More from DocumentPro - [ **DocumentPro to Accuweather** Weather data API delivering real-time forecasts, conditions, and severe weather alerts globally.](https://apiant.ai/connect/documentpro-to-accuweather) - [ **DocumentPro to Coachful** Coachful is a program delivery tool for coaches and creators.](https://apiant.ai/connect/documentpro-to-coachful) - [ **DocumentPro to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/documentpro-to-mistral-ai) - [ **DocumentPro to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/documentpro-to-hubspot) - [ **DocumentPro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/documentpro-to-salesforce) - [ **DocumentPro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/documentpro-to-slack) ## More into EquipDash - [ **ActiveCampaign to EquipDash** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-equipdash) - [ **Airtable to EquipDash** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-equipdash) - [ **Asana to EquipDash** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-equipdash) - [ **ClickUp to EquipDash** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-equipdash) - [ **Discord to EquipDash** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-equipdash) - [ **Brevo to EquipDash** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-equipdash) Questions ## DocumentPro and EquipDash, 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 EquipDash when something happens in DocumentPro? Any of EquipDash's 35 actions, including Create Booking, Create Customer, Create Experience and Create Experience Category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EquipDash to DocumentPro? Yes. When something happens in EquipDash, your agent can act in DocumentPro too. This page covers both directions: EquipDash's triggers and DocumentPro's actions are listed here as well. ### ### Do I have to build a connector for DocumentPro or EquipDash? 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 DocumentPro and EquipDash 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.