--- title: "Connect DocuPipe and Teamleader Focus - APIANT.ai" description: "When \"Document Processed\" fires in DocuPipe, your agent runs \"Add invoice\" in Teamleader Focus." canonical: "https://apiant.ai/connect/docupipe-to-teamleader-focus" --- # Connect DocuPipe and Teamleader Focus When **Document Processed** fires in [DocuPipe](https://apiant.ai/connections/docupipe), your agent runs **Add invoice** in [Teamleader Focus](https://apiant.ai/connections/teamleader-focus), or **New Company** in Teamleader Focus 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 Teamleader Focus **5** triggers Teamleader Focus **20** 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 Teamleader Focus 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 Teamleader Focus can do together ### From DocuPipe to Teamleader Focus - When **Document Processed** in DocuPipe then **Add invoice** in Teamleader Focus - When **Document Processed** in DocuPipe then **Add task** in Teamleader Focus ### From Teamleader Focus to DocuPipe - When **New Company** in Teamleader Focus then **Upload Document** in DocuPipe - When **New Contact** in Teamleader Focus 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 Teamleader Focus ## Triggers and actions 6 triggers · 35 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 **Deal Accepted** Triggers when a deal is accepted. - Trigger **Invoice Paid** Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered). - Trigger **New Company** Triggers when a new Company is added. - Trigger **New Contact** Triggers when a new contact is added. - Trigger **New Deal** Triggers when a new deal is created. - Action **Add invoice** Drafts a new invoice in Teamleader Focus. - Action **Add quotation** Creates a quotation on a Teamleader Focus deal. - Action **Add task** Create a task. - Action **Book Invoice** Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding. - Action **Create Company** Creates a new company. - Action **Create Contact** Creates a new contact. - Action **Create Deal** Creates a new deal. - Action **Find Company** Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria. - Action **Find Contact** Returns up to 100 contacts that match the specified search term, email, company, tags, status or ids. - Action **Find deals** Returns up to 100 deals that match the specified search term and filters, including their custom field values. - Action **Get company** Get details for a single company in Teamleader Focus. - Action **Get contact** Get a contact by id. - Action **Get deal** Get details for a single deal. - Action **Get Invoice** Returns one Teamleader Focus invoice with its customer, lines, totals and status. - Action **Get Task** Returns one Teamleader Focus task with its title, description, due date, work type and assignee. - Action **Link Contact to Company** Links an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there. - Action **Update company** Update an existing company in Teamleader Focus. Only the fields you fill in are changed. - Action **Update contact** Update a contact. - Action **Update deal** Update a deal. - Action **Win deal** Marks a Teamleader Focus deal as won. ## 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) - [ **Teamleader Focus** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connections/teamleader-focus) 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 Teamleader Focus - [ **HubSpot to Teamleader Focus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamleader-focus) - [ **Salesforce to Teamleader Focus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamleader-focus) - [ **Slack to Teamleader Focus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamleader-focus) - [ **Google Sheets to Teamleader Focus** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teamleader-focus) - [ **Gmail to Teamleader Focus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamleader-focus) - [ **Google Calendar to Teamleader Focus** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamleader-focus) Questions ## DocuPipe and Teamleader Focus, 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 Teamleader Focus when something happens in DocuPipe? Any of Teamleader Focus's 20 actions, including Create Company, Create Contact, Create Deal and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamleader Focus to DocuPipe? Yes. When something happens in Teamleader Focus, your agent can act in DocuPipe too. This page covers both directions: Teamleader Focus's triggers and DocuPipe's actions are listed here as well. ### ### Do I have to build a connector for DocuPipe or Teamleader Focus? 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 Teamleader Focus 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.