Integration
Connect DocuPipe and Productive.io
When Document Processed fires in DocuPipe, your agent runs Add Comment to Deal in Productive.io, or New time entry in Productive.io 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 Productive.io to do together?
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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 Productive.io can do together
From DocuPipe to Productive.io
When Document Processed in DocuPipe
then Add Comment to Deal in Productive.io
When Document Processed in DocuPipe
then Add comment to task in Productive.io
From Productive.io to DocuPipe
When New time entry in Productive.io
then Upload Document in DocuPipe
When New time entry in Productive.io
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 Productive.io
Triggers and actions 2 triggers · 49 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 time entryTriggers when a new time entry is tracked in Productive.
Action
Add Comment to DealAdds a comment to a deal in Productive.
Action
Add comment to taskAdds a comment to a task in Productive.
Action
Add expenseCreates a new expense in Productive, optionally allocated to a budget service.
Action
Add invoiceCreates a new invoice for a client company in Productive.
Action
Add time entryCreates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.
Action
Create BookingCreates a booking that schedules a person's time on a service or an absence event over a date range in Productive.
Action
Create CompanyCreates a new company (client) in Productive with its billing, invoicing and contact details.
Action
Create ContactCreates a contact (person) in Productive, linked to a client company.
Action
Create DealCreates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.
Action
Create ProjectCreates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.
Action
Create ServiceCreates a service (a billable line of work) on a Productive deal or budget.
Action
Create TaskCreates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.
Action
Create Task ListCreates a task list inside a project folder in Productive.
Action
Delete taskPermanently deletes a task in Productive.
Action
Find CompanyFinds companies in Productive by name or company code and returns the matches.
Action
Find ContactFinds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.
Action
Find DealFinds deals in Productive by name, number or company and returns the matches.
Action
Find invoices by criteriaReturns invoices matching an invoice number and/or company, with the first match and a count.
Action
Find projects by criteriaFinds projects matching a name, client company, project manager or status, returning the matches and the first one.
Action
Find TaskFinds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.
Action
Find time entries by criteriaReturns time entries matching the criteria you give, such as person, service, task or date range.
Action
Find UserFinds users (team members) in your Productive organization by name or email and returns the matches.
Action
Get BookingReturns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.
Action
Get CommentReturns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.
Action
Get ExpenseReturns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.
Action
Get ServiceReturns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.
Action
Get Task ListReturns a single task list by its ID, including its name, position, archive status and its project, board and folder.
Action
Update bookingUpdates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.
Action
Update companyUpdates an existing company in Productive. Only the fields you fill in are changed.
Action
Update ContactUpdates an existing contact (person) in Productive. Only the fields you fill in are changed.
Action
Update DealUpdates an existing deal or budget in Productive, changing only the fields you fill in.
Action
Update projectUpdates an existing project in Productive. Only the values you fill in are changed.
Action
Update TaskUpdates an existing task in Productive. Only the values you fill in are changed.
Action
Update time entryUpdates an existing time entry in Productive, changing only the fields you fill in.
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
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Questions
DocuPipe and Productive.io, 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 Productive.io when something happens in DocuPipe?
Any of Productive.io's 34 actions, including Create Booking, Create Company, Create Contact and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Productive.io to DocuPipe?
Yes. When something happens in Productive.io, your agent can act in DocuPipe too. This page covers both directions: Productive.io's triggers and DocuPipe's actions are listed here as well.
Do I have to build a connector for DocuPipe or Productive.io?
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 Productive.io 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.