--- title: "Connect DocumentPro and Less Annoying CRM - APIANT.ai" description: "When \"New Document\" fires in DocumentPro, your agent runs \"Create Contact\" in Less Annoying CRM." canonical: "https://apiant.ai/connect/documentpro-to-less-annoying-crm" --- # Connect DocumentPro and Less Annoying CRM When **New Document** fires in [DocumentPro](https://apiant.ai/connections/documentpro), your agent runs **Create Contact** in [Less Annoying CRM](https://apiant.ai/connections/less-annoying-crm), or **New Contact** in Less Annoying CRM 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 Less Annoying CRM **7** triggers Less Annoying CRM **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 DocumentPro and Less Annoying CRM 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 Less Annoying CRM can do together ### From DocumentPro to Less Annoying CRM - When **New Document** in DocumentPro then **Create Contact** in Less Annoying CRM - When **New Document** in DocumentPro then **Create Contact Note** in Less Annoying CRM ### From Less Annoying CRM to DocumentPro - When **New Contact** in Less Annoying CRM then **Upload Document** in DocumentPro - When **Form Submission** in Less Annoying CRM 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 Less Annoying CRM ## Triggers and actions 8 triggers · 24 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 **Contact Deletion** Triggers when a contact is deleted. - Trigger **Form Submission** Triggers when a form submission is received. - Trigger **Group Membership Addition** Triggers when a contact is added to a group. - Trigger **Group Membership Deletion** Triggers when a contact is removed from a group. - Trigger **New Contact** Triggers when a new contact is created or a contact is updated. - Trigger **Pipeline Item Deletion** Triggers when a pipeline item is deleted. - Trigger **Pipeline Item Status Update** Triggers when a new pipeline item is added or its status is updated. - Action **Create Contact** Creates a new contact. - Action **Create Contact Note** Adds a note to a contact. - Action **Create Group Membership** Adds a contact to a group. - Action **Create Pipeline Item** Creates a new pipeline item. - Action **Create Task** Creates a new task. - Action **Delete Group Membership** Removes a contact from a group. - Action **Edit Contact** Edit an existing contact. Blank fields will not be updated. - Action **Edit Pipeline Item** Edit an existing pipeline item attached to a contact. - Action **Find Contact** Search for contact by email, name, or LACRM Contact Id. - Action **Find Pipeline Item** Search for a pipeline item. ## Each app on its own - [ **DocumentPro** DocumentPro is an accurate and customizable document data capture platform powered by LLMs](https://apiant.ai/connections/documentpro) - [ **Less Annoying CRM** Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price.](https://apiant.ai/connections/less-annoying-crm) 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 Less Annoying CRM - [ **Gridfox to Less Annoying CRM** Manage your work, your way with Gridfox. The tool for team collaboration that helps you build custom...](https://apiant.ai/connect/gridfox-to-less-annoying-crm) - [ **HubSpot to Less Annoying CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-less-annoying-crm) - [ **Google Sheets to Less Annoying CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-less-annoying-crm) - [ **Gmail to Less Annoying CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-less-annoying-crm) - [ **Google Calendar to Less Annoying CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-less-annoying-crm) - [ **Google Drive to Less Annoying CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-less-annoying-crm) Questions ## DocumentPro and Less Annoying CRM, 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 Less Annoying CRM when something happens in DocumentPro? Any of Less Annoying CRM's 10 actions, including Create Contact, Create Contact Note, Create Group Membership and Create Pipeline Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Less Annoying CRM to DocumentPro? Yes. When something happens in Less Annoying CRM, your agent can act in DocumentPro too. This page covers both directions: Less Annoying CRM's triggers and DocumentPro's actions are listed here as well. ### ### Do I have to build a connector for DocumentPro or Less Annoying CRM? 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 Less Annoying CRM 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.