--- title: "Connect DocumentPro and PayChasers - APIANT.ai" description: "When \"New Document\" fires in DocumentPro, your agent runs \"Create Client\" in PayChasers." canonical: "https://apiant.ai/connect/documentpro-to-paychasers" --- # Connect DocumentPro and PayChasers When **New Document** fires in [DocumentPro](https://apiant.ai/connections/documentpro), your agent runs **Create Client** in [PayChasers](https://apiant.ai/connections/paychasers), or **New Chase Created** in PayChasers 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 PayChasers **1** trigger PayChasers **5** 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 PayChasers 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 PayChasers can do together ### From DocumentPro to PayChasers - When **New Document** in DocumentPro then **Create Client** in PayChasers - When **New Document** in DocumentPro then **List clients** in PayChasers ### From PayChasers to DocumentPro - When **New Chase Created** in PayChasers then **Upload Document** in DocumentPro - When **New Chase Created** in PayChasers 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 PayChasers ## Triggers and actions 2 triggers · 19 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 **New Chase Created** Triggers when a new payment chase is created in PayChasers, via the dashboard or the API. - Action **Create Chase** Creates a new payment chase for a client, so PayChasers starts following up on the amount owed. The client is matched by email (or created if new) or picked by client id. - Action **Create Client** Adds a new client to your PayChasers account with a name, billing email and optional notes. - Action **List chases** Returns the payment chases in your PayChasers account, optionally filtered by status. - Action **List clients** Returns the clients in your PayChasers account. - Action **Mark Chase as Paid** Marks a payment chase as paid, stopping further follow-ups for it. ## Each app on its own - [ **DocumentPro** DocumentPro is an accurate and customizable document data capture platform powered by LLMs](https://apiant.ai/connections/documentpro) - [ **PayChasers** PayChasers is a payment follow-up tool that automates reminders for invoices, rent, deposits, and personal...](https://apiant.ai/connections/paychasers) 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 PayChasers - [ **HubSpot to PayChasers** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paychasers) - [ **Google Sheets to PayChasers** Google Sheets](https://apiant.ai/connect/google-sheets-to-paychasers) - [ **Gmail to PayChasers** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paychasers) - [ **Google Calendar to PayChasers** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paychasers) - [ **Google Drive to PayChasers** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paychasers) - [ **Mailchimp to PayChasers** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paychasers) Questions ## DocumentPro and PayChasers, 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 PayChasers when something happens in DocumentPro? Any of PayChasers's 5 actions, including Create Chase, Create Client, List chases and List clients. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PayChasers to DocumentPro? Yes. When something happens in PayChasers, your agent can act in DocumentPro too. This page covers both directions: PayChasers's triggers and DocumentPro's actions are listed here as well. ### ### Do I have to build a connector for DocumentPro or PayChasers? 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 PayChasers 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.