# Connect DocumentPro and User.com

When **New Document** fires in [DocumentPro](https://apiant.ai/connections/documentpro), your agent runs **Create Event** in [User.com](https://apiant.ai/connections/user-com), or **New Company** in User.com 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 User.com **3** triggers User.com **4** 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 User.com to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 User.com can do together

### From DocumentPro to User.com

- When **New Document** in DocumentPro then **Create Event** in User.com
- When **New Document** in DocumentPro then **Find User** in User.com

### From User.com to DocumentPro

- When **New Company** in User.com then **Upload Document** in DocumentPro
- When **New Event** in User.com 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 User.com

## Triggers and actions 4 triggers · 18 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 Company**

Triggers when new company instance is created.

- Trigger

**New Event**

Triggered for every new event occurrence.

- Trigger

**New User**

Triggers when new user is created.

- Action

**Create Event**

Create a new event for a specific user.

- Action

**Create/Update Company**

Creates new company instance.

- Action

**Find Company**

Finding an existing company.

- Action

**Find User**

Finds an existing user.

## Each app on its own

- [ **DocumentPro** DocumentPro is an accurate and customizable document data capture platform powered by LLMs](https://apiant.ai/connections/documentpro)
- [ **User.com** UserEngage is a marketing automation system that connects all data about your customers with all the...](https://apiant.ai/connections/user-com)

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 User.com

- [ **Hellotracks to User.com** Hellotracks is a field service platform for dispatching jobs, tracking mobile teams, and managing job status.](https://apiant.ai/connect/hellotracks-to-user-com)
- [ **HubSpot to User.com** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-user-com)
- [ **Salesforce to User.com** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-user-com)
- [ **Slack to User.com** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-user-com)
- [ **Google Sheets to User.com** Google Sheets](https://apiant.ai/connect/google-sheets-to-user-com)
- [ **Gmail to User.com** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-user-com)

Questions

## DocumentPro and User.com, 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 User.com when something happens in DocumentPro?

Any of User.com's 4 actions, including Create Event, Create/Update Company, Find Company and Find User. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from User.com to DocumentPro?

Yes. When something happens in User.com, your agent can act in DocumentPro too. This page covers both directions: User.com's triggers and DocumentPro's actions are listed here as well.

###

### Do I have to build a connector for DocumentPro or User.com?

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.

###

### 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.
