--- title: "Connect DocumentPro and RepairDesk - APIANT.ai" description: "When \"New Document\" fires in DocumentPro, your agent runs \"Create a New Invoice\" in RepairDesk." canonical: "https://apiant.ai/connect/documentpro-to-repairdesk" --- # Connect DocumentPro and RepairDesk When **New Document** fires in [DocumentPro](https://apiant.ai/connections/documentpro), your agent runs **Create a New Invoice** in [RepairDesk](https://apiant.ai/connections/repairdesk), or **Inventory Updated** in RepairDesk 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 RepairDesk **9** triggers RepairDesk **7** 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 RepairDesk 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 RepairDesk can do together ### From DocumentPro to RepairDesk - When **New Document** in DocumentPro then **Create a New Invoice** in RepairDesk - When **New Document** in DocumentPro then **Create a New Ticket** in RepairDesk ### From RepairDesk to DocumentPro - When **Inventory Updated** in RepairDesk then **Upload Document** in DocumentPro - When **New Customer** in RepairDesk 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 RepairDesk ## Triggers and actions 10 triggers · 21 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 **Employee Commission** Triggers when an employee's payroll report row (pay period, commissions and net pay) appears or changes. - Trigger **Inventory Updated** Triggers when an inventory item is added or changed (stock, price, name or other details). - Trigger **New Customer** Triggers when a new customer is added in RepairDesk. - Trigger **New Inventory Item** Triggers when a new inventory item is added in RepairDesk. - Trigger **New Invoice** Triggers when a new invoice is created in RepairDesk. - Trigger **New Lead** Triggers when a new lead (appointment) is created in RepairDesk. - Trigger **New Payment Added** Triggers when a payment is recorded against an invoice in your RepairDesk store today. - Trigger **New Ticket** Triggers when a new repair ticket is created in RepairDesk. - Trigger **Ticket Status Change** Triggers when the repair status of a device on a ticket changes (checks the 1000 most recently created tickets). - Action **Add Payment** Records a payment against an existing RepairDesk invoice. - Action **Create a New Invoice** Creates a new invoice for a customer in RepairDesk with the given line items. - Action **Create a New Ticket** Creates a repair ticket in RepairDesk for a customer, with one or more device line items. - Action **Create Customer** Creates a new customer in RepairDesk with their contact details and address. - Action **Create Lead** Creates a lead (appointment) in RepairDesk with the customer's contact details and the devices they want repaired. - Action **Find Customer** Finds customers whose name, phone, email, postcode, city, organization or driving licence matches a keyword, optionally narrowed by referral source. - Action **Update Ticket** Updates a repair ticket's summary (customer, discount, totals) and its line items (devices), including their parts, conditions and images. ## Each app on its own - [ **DocumentPro** DocumentPro is an accurate and customizable document data capture platform powered by LLMs](https://apiant.ai/connections/documentpro) - [ **RepairDesk** RepairDesk is an all-in-one repair shop management platform that helps cell phone repair shops easily manage...](https://apiant.ai/connections/repairdesk) 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 RepairDesk - [ **HubSpot to RepairDesk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-repairdesk) - [ **Google Sheets to RepairDesk** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-repairdesk) - [ **Gmail to RepairDesk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-repairdesk) - [ **Google Calendar to RepairDesk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-repairdesk) - [ **Google Drive to RepairDesk** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-repairdesk) - [ **Mailchimp to RepairDesk** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-repairdesk) Questions ## DocumentPro and RepairDesk, 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 RepairDesk when something happens in DocumentPro? Any of RepairDesk's 7 actions, including Create a New Invoice, Create a New Ticket, Create Customer and Create Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RepairDesk to DocumentPro? Yes. When something happens in RepairDesk, your agent can act in DocumentPro too. This page covers both directions: RepairDesk's triggers and DocumentPro's actions are listed here as well. ### ### Do I have to build a connector for DocumentPro or RepairDesk? 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 RepairDesk 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.