--- title: "Connect DocuPipe and Resource Guru - APIANT.ai" description: "When \"Document Processed\" fires in DocuPipe, your agent runs \"Add task\" in Resource Guru." canonical: "https://apiant.ai/connect/docupipe-to-resource-guru" --- # Connect DocuPipe and Resource Guru When **Document Processed** fires in [DocuPipe](https://apiant.ai/connections/docupipe), your agent runs **Add task** in [Resource Guru](https://apiant.ai/connections/resource-guru), or **New or Updated Booking** in Resource Guru to **Upload Document** in DocuPipe. Describe the whole flow and it is built, tested on every scenario and kept running. DocuPipe **1** trigger DocuPipe **15** actions Resource Guru **5** triggers Resource Guru **30** 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 Resource Guru 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 and Resource Guru can do together ### From DocuPipe to Resource Guru - When **Document Processed** in DocuPipe then **Add task** in Resource Guru - When **Document Processed** in DocuPipe then **Create Client** in Resource Guru ### From Resource Guru to DocuPipe - When **New or Updated Booking** in Resource Guru then **Upload Document** in DocuPipe - When **New or Updated Client** in Resource Guru 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 Resource Guru ## Triggers and actions 6 triggers · 45 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. - Trigger **New or Updated Booking** Triggers when a new booking is created and/or a booking is updated. - Trigger **New or Updated Client** Triggers when a new client is created and/or a client is updated. - Trigger **New or Updated Project** Triggers when a new project is created and/or when a project is updated. - Trigger **New or Updated Resource** Triggers when a new resource is created and/or when a resource is updated. - Trigger **New or Updated Time Off Event** Triggers when a time off event is created and/or a time off event is updated. - Action **Add task** Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range. - Action **Create Booking** Creates a new booking for one or more resources in Resource Guru. - Action **Create Client** Creates a new client in a Resource Guru account. - Action **Create Phase** Creates a phase in a Resource Guru project. - Action **Create Project** Creates a new project. - Action **Create Resource** Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied. - Action **Create Time Off Event** Creates a time off (downtime) event for one or more resources in Resource Guru. - Action **Delete booking** Deletes a booking, or a single date or set of occurrences of a repeating booking. - Action **Delete client** Deletes a client from a Resource Guru account. - Action **Delete project** Deletes a project from a Resource Guru account. - Action **Delete resource** Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted. - Action **Delete time off event** Deletes a time off event (downtime) from a Resource Guru account. - Action **Get booking** Get one booking by id. - Action **Get client** Returns a specific client by its ID. - Action **Get Phase** Returns a single phase by its id. - Action **Get project** Returns a specific project by its id, including its client, team, activity types and custom field values. - Action **Get resource** Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account. - Action **Get task** Returns one Resource Guru task with its phase, dates and estimate. - Action **Get time off event** Returns a single time off (downtime) event by its id. - Action **List bookings** List bookings. - Action **List clients** Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients. - Action **List projects** Returns every active project in a Resource Guru account, optionally including archived and deleted projects. - Action **List resources** Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account. - Action **List time off events** Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range. - Action **List users** Returns every user on the Resource Guru account, both active and deleted. - Action **Update Booking** Updates an existing booking by ID. - Action **Update Client** Updates an existing client in Resource Guru. Only the fields you fill in are changed. - Action **Update Project** Update an existing project in Resource Guru. Only the fields you fill in are changed. - Action **Update Resource** Updates an existing resource. - Action **Update Time Off Event** Updates a time off event. ## 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) - [ **Resource Guru** The fast, simple way to schedule people, equipment and other resources online.](https://apiant.ai/connections/resource-guru) 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 Resource Guru - [ **HubSpot to Resource Guru** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-guru) - [ **Google Sheets to Resource Guru** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-resource-guru) - [ **Gmail to Resource Guru** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-guru) - [ **Google Calendar to Resource Guru** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-guru) - [ **Google Drive to Resource Guru** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-guru) - [ **Mailchimp to Resource Guru** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resource-guru) Questions ## DocuPipe and Resource Guru, 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 Resource Guru when something happens in DocuPipe? Any of Resource Guru's 30 actions, including Create Booking, Create Client, Create Phase and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Resource Guru to DocuPipe? Yes. When something happens in Resource Guru, your agent can act in DocuPipe too. This page covers both directions: Resource Guru's triggers and DocuPipe's actions are listed here as well. ### ### Do I have to build a connector for DocuPipe or Resource Guru? 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 Resource Guru 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.