Integration
Connect DocumentPro and Rex
When New Document fires in DocumentPro, your agent runs Create Lead in Rex, or Appraisal Created in Rex to Upload Document in DocumentPro. Describe the whole flow 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 Rex to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Rex can do together
From DocumentPro to Rex
When New Document in DocumentPro
then Create Lead in Rex
From Rex 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 Rex
Triggers and actions 15 triggers · 21 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.
- Appraisal Created
Triggers when a new appraisal is created in Rex.
- Calendar Event Created
Triggers when a new calendar event is created in Rex.
- Calendar Event Updated
Triggers when a calendar event is updated in Rex.
- Contact Created
Triggers when a new contact is created in Rex.
- Contact Updated
Triggers when a contact is updated in Rex.
- Contract Created
Triggers when a new contract is created in Rex.
- Contract Status Changed
Triggers when a Rex contract's status changes.
- Lead Created
Triggers when a new lead is received or created in Rex.
- Listing Created
Triggers when a new listing is created in Rex.
- Listing Published
Triggers when a Rex listing is published.
- Listing Sold/Leased
Triggers when a Rex listing is marked as sold or leased.
- Listing Updated
Triggers when a listing is updated in Rex.
- Note Created
Triggers when a new note is created in Rex.
- Property Updated
Triggers when a property is updated in Rex.
- Add Tag
Adds a tag to a Rex contact.
- Assign Lead
Assigns an existing Rex lead to a user.
- Create Lead
Creates a lead in Rex, optionally linked to a contact and listing and assigned to a user.
- Create Match Profile
Creates a buyer/renter match profile for a Rex contact.
- Create Note
Creates a note in Rex, optionally linked to a contact.
- Create Reminder
Creates a reminder in Rex for the record owner, optionally linked to a contact.
- Search for Full Calendar Event
Returns the latest full data for a Rex calendar event by its ID.
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 AccuweatherWeather data API delivering real-time forecasts, conditions, and severe weather alerts globally.
DocumentPro to CoachfulCoachful is a program delivery tool for coaches and creators.
DocumentPro to Mistral AIMistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...
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...
More into Rex
Google Sheets to RexGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RexGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RexGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RexGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RexMailchimp marketing automation and email platform.
Questions
DocumentPro and Rex, 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 Rex when something happens in DocumentPro?
Any of Rex's 7 actions, including Create Lead, Create Match Profile, Create Note and Create Reminder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rex to DocumentPro?
Yes. When something happens in Rex, your agent can act in DocumentPro too. This page covers both directions: Rex's triggers and DocumentPro's actions are listed here as well.
Do I have to build a connector for DocumentPro or Rex?
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 Rex 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.