Integration
Connect DocuPipe and Perfit
When Document Processed fires in DocuPipe, your agent runs Add Interest to Contact in Perfit, or New Contact in Perfit to Upload Document in DocuPipe. 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 DocuPipe and Perfit 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 DocuPipe and Perfit can do together
From DocuPipe to Perfit
When Document Processed in DocuPipe
then Add Interest to Contact in Perfit
When Document Processed in DocuPipe
then Create/Update Contact in Perfit
From Perfit to DocuPipe
When New Contact in Perfit
then Upload Document in DocuPipe
When New Contact in Perfit
then Analyze document in DocuPipe
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 Perfit
Triggers and actions 2 triggers · 32 actions
Trigger
Document ProcessedTriggers when a document finishes parsing and OCR is complete.
Action
Add schemaCreates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
Action
Analyze documentAsks 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 DocumentSends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
Action
Delete documentRemoves a document from your DocuPipe account.
Action
Delete schemaRemoves an extraction schema from your DocuPipe account.
Action
Extract Data From DocumentPulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
Action
Find documents by criteriaFinds documents in your DocuPipe account whose file name or document ID matches what you search for.
Action
Get DocumentReturns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
Action
Get Extraction ResultReturns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
Action
Get schemaReturns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
Action
List documentsReturns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
Action
List extractionsReturns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
Action
List schemasReturns the extraction schemas in your DocuPipe account.
Action
Upload and Extract DataSends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
Action
Upload DocumentSends a file to DocuPipe to be read and turned into a document you can extract data from.
Trigger
New ContactTriggers when a new contact appears in your Perfit account.
Action
Add Interest to ContactAdds an existing interest to a Perfit contact without changing the contact's other interests.
Action
Create Custom FieldCreates a custom field that Perfit contacts can store values in.
Action
Create InterestCreates a new Perfit interest that contacts can be tagged with.
Action
Create ListCreates a new Perfit contact list.
Action
Create/Update ContactAdds a contact to a Perfit list, creating the contact if the email is new or updating it if it already exists.
Action
Delete ContactDeletes a Perfit contact.
Action
Delete InterestDeletes a Perfit interest.
Action
Delete ListDeletes a Perfit list.
Action
Find ContactFinds a Perfit contact by email address.
Action
Find InterestFinds a Perfit interest by name.
Action
Find ListFinds a Perfit list by name.
Action
Get Campaign MetricsReturns sent, delivered, opened, clicked, bounced and unsubscribed counts for a Perfit campaign.
Action
Get ContactReturns one Perfit contact, with its lists, interests and custom fields.
Action
Get ListReturns one Perfit list with its contact counts.
Action
Rename ListRenames an existing Perfit list.
Action
Unsubscribe ContactMarks a Perfit contact as unsubscribed so it receives no further emails. This cannot be undone through the API.
Action
Update ContactUpdates an existing Perfit contact's name, gender or language.
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 DocuPipe
DocuPipe to PubloraPublish and schedule posts to ten social networks from one endpoint
DocuPipe to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DocuPipe to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DocuPipe to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DocuPipe to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DocuPipe to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Perfit
HubSpot to PerfitHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PerfitGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PerfitGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PerfitGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PerfitGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PerfitMailchimp marketing automation and email platform.
Questions
DocuPipe and Perfit, 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 Perfit when something happens in DocuPipe?
Any of Perfit's 17 actions, including Create Custom Field, Create Interest, Create List and Create/Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfit to DocuPipe?
Yes. When something happens in Perfit, your agent can act in DocuPipe too. This page covers both directions: Perfit's triggers and DocuPipe's actions are listed here as well.
Do I have to build a connector for DocuPipe or Perfit?
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 Perfit 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.