--- title: "Connect DocuPipe to Formaloo - APIANT.ai" description: "When \"Document Processed\" fires in DocuPipe, your agent runs \"Update row\" in Formaloo." canonical: "https://apiant.ai/connect/docupipe-to-formaloo" --- # Connect DocuPipe to Formaloo When **Document Processed** fires in [DocuPipe](https://apiant.ai/connections/docupipe), your agent runs **Update row** in [Formaloo](https://apiant.ai/connections/formaloo). Describe the whole flow and it is built, tested on every scenario and kept running. DocuPipe **1** trigger DocuPipe **15** actions Formaloo **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DocuPipe and Formaloo 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 DocuPipe can start in Formaloo - When **Document Processed** in DocuPipe then **Update row** in Formaloo - When **Document Processed** in DocuPipe then **Get row** in Formaloo 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 DocuPipe and Formaloo ## Triggers and actions 1 trigger · 24 actions - Trigger **Document Processed** Triggers when a document finishes parsing and OCR is complete. - Action **Add schema** Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID. - Action **Analyze document** Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with. - Action **Classify Document** Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work. - Action **Delete document** Removes a document from your DocuPipe account. - Action **Delete schema** Removes an extraction schema from your DocuPipe account. - Action **Extract Data From Document** Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with. - Action **Find documents by criteria** Finds documents in your DocuPipe account whose file name or document ID matches what you search for. - Action **Get Document** Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata. - Action **Get Extraction Result** Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details. - Action **Get schema** Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines. - Action **List documents** Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range. - Action **List extractions** Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions. - Action **List schemas** Returns the extraction schemas in your DocuPipe account. - Action **Upload and Extract Data** Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction. - Action **Upload Document** Sends a file to DocuPipe to be read and turned into a document you can extract data from. - Action **Add field** Adds a new field (question) of the chosen type to an existing Formaloo form and returns the created field. - Action **Add form** Creates a new form in your Formaloo workspace. - Action **Delete field** Deletes a field from a Formaloo form. Logic or integrations that use the field may be affected. - Action **Delete row** Deletes a submitted row (form response) from a Formaloo form. - Action **Get row** Returns one submitted form row (response) by its slug, including its field values. - Action **List forms** Returns the forms created by or shared with you in the workspace, optionally filtered by board, folder, tag, field type or a search term. - Action **List rows** Returns the submitted rows (responses) of a Formaloo form, with optional search, status, tag and date filters. - Action **Update field** Updates an existing field on a Formaloo form, such as its title, help text, position, required flag or default value. - Action **Update row** Updates the status, tags, position or submission details of an existing Formaloo form row (submission). ## Each app on its own - [ **DocuPipe** DocuPipe is a service that turns PDFs, images, and scanned documents into structured JSON data.](https://apiant.ai/connections/docupipe) - [ **Formaloo** Formaloo is a Customer Analytics & Customer Data Platform that translates your data into clear actions.](https://apiant.ai/connections/formaloo) Reviews ## What our customers say ## More from DocuPipe - [ **DocuPipe to Publora** Publish and schedule posts to ten social networks from one endpoint](https://apiant.ai/connect/docupipe-to-publora) - [ **DocuPipe to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docupipe-to-hubspot) - [ **DocuPipe to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docupipe-to-salesforce) - [ **DocuPipe to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docupipe-to-slack) - [ **DocuPipe to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/docupipe-to-google-sheets) - [ **DocuPipe to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docupipe-to-gmail) ## More into Formaloo - [ **HubSpot to Formaloo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-formaloo) - [ **Salesforce to Formaloo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-formaloo) - [ **Slack to Formaloo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-formaloo) - [ **Google Sheets to Formaloo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-formaloo) - [ **Gmail to Formaloo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-formaloo) - [ **Google Calendar to Formaloo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-formaloo) Questions ## DocuPipe and Formaloo, answered ### ### What can start an automation from DocuPipe? Any of DocuPipe's 1 trigger in the catalog, including Document Processed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formaloo when something happens in DocuPipe? Any of Formaloo's 9 actions, including Update field, Update row, Add field and Add form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formaloo to DocuPipe? Formaloo has no triggers in the catalog today, so automations start in DocuPipe. If you need the other direction, ask: your agent reads Formaloo's API documentation and adds it. ### ### Do I have to build a connector for DocuPipe or Formaloo? 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 DocuPipe and Formaloo 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.