# Connect EquipDash to Docupanda

When **Booking Status Changed** fires in [EquipDash](https://apiant.ai/connections/equipdash), your agent runs **Add document** in [Docupanda](https://apiant.ai/connections/docupanda). Describe the whole flow and it is built, tested on every scenario and kept running.

EquipDash **18** triggers EquipDash **35** actions Docupanda **14** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want EquipDash and Docupanda to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 EquipDash can start in Docupanda

- When **Booking Status Changed** in EquipDash then **Add document** in Docupanda
- When **Booking Updated** in EquipDash then **Classify documents** in Docupanda

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 EquipDash and Docupanda

## Triggers and actions 18 triggers · 49 actions

- Trigger

**Booking Cancelled**

Triggers when a booking is cancelled.

- Trigger

**Booking Checked In**

Triggers when a booking is checked in.

- Trigger

**Booking Picked Up**

Triggers when a booking is picked up.

- Trigger

**Booking Returned**

Triggers when a booking is returned.

- Trigger

**Booking Status Changed**

Triggers when a booking status changes.

- Trigger

**Booking Updated**

Triggers when a booking is updated.

- Trigger

**Customer Updated**

Triggers when a customer is updated.

- Trigger

**Experience Created**

Triggers when a new experience is created.

- Trigger

**Experience Schedule Created**

Triggers when an experience schedule is created.

- Trigger

**Experience Updated**

Triggers when an experience is updated.

- Trigger

**Inventory Added**

Triggers when inventory is added to a product.

- Trigger

**Inventory Updated**

Triggers when inventory is updated.

- Trigger

**New Customer**

Triggers when a new customer is created.

- Trigger

**Payment Received**

Triggers when a payment is received.

- Trigger

**Product Created**

Triggers when a new product is created.

- Trigger

**Product Updated**

Triggers when a product is updated.

- Trigger

**Promo Code Created**

Triggers when a new promo code is created.

- Trigger

**Shift Created**

Triggers when a new shift is created.

- Action

**Add Inventory to Product**

Adds inventory to a product.

- Action

**Add Note to Booking**

Adds a note to a booking.

- Action

**Add Note to Customer**

Adds a note to a customer.

- Action

**Add Note to Workshop**

Adds a note to a workshop item.

- Action

**Add Payment to Booking**

Adds a payment to a booking.

- Action

**Add Pricing to Product**

Adds a pricing tier to a product.

- Action

**Add Schedule to Experience**

Adds a schedule slot to an experience.

- Action

**Add to Workshop**

Adds an item to the workshop.

- Action

**Archive Experience**

Archives an experience.

- Action

**Archive Product**

Archives a product.

- Action

**Cancel Booking**

Cancels a booking.

- Action

**Check Product Availability**

Checks availability of a product for given dates.

- Action

**Create Booking**

Creates a new booking.

- Action

**Create Customer**

Creates a new customer.

- Action

**Create Experience**

Creates a new experience.

- Action

**Create Experience Category**

Creates a new experience category.

- Action

**Create Product**

Creates a new product.

- Action

**Create Product Category**

Creates a new product category.

- Action

**Create Promo Code**

Creates a new promo code.

- Action

**Create Shift**

Creates a new staff shift.

- Action

**Create Tag**

Creates a new tag.

- Action

**Create Voucher**

Creates a new voucher.

- Action

**Delete Customer**

Deletes a customer.

- Action

**Find Customer**

Finds a customer.

- Action

**Find Experience**

Finds a experience.

- Action

**Find Product**

Finds a product.

- Action

**Find Promo Code**

Finds a promo code.

- Action

**Find Staff**

Finds a staff.

- Action

**Find Voucher**

Finds a voucher.

- Action

**Remove From Workshop**

Removes an item from the workshop.

- Action

**Update Booking Status**

Updates the status of a booking.

- Action

**Update Customer**

Updates a customer.

- Action

**Update Experience**

Updates an experience.

- Action

**Update Product**

Updates a product.

- Action

**Update Tags on Booking**

Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.

- Action

**Add class**

Adds a new document class, with a name and description, to your classification taxonomy.

- Action

**Add document**

Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.

- Action

**Add schema**

Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.

- Action

**Classify documents**

Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status.

- Action

**Delete document**

Deletes a document previously submitted to DocuPanda for processing.

- Action

**Find documents**

Finds documents whose filename or document ID matches the search text, optionally within one dataset.

- Action

**Get document**

Returns a processed document, including its processing status, extracted text, pages and metadata.

- Action

**Get job**

Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.

- Action

**Get schema**

Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.

- Action

**Get standardization**

Returns a standardization's extracted JSON data along with its document, schema, job and metadata details.

- Action

**List classes**

Returns every document class defined in your DocuPipe classification taxonomy.

- Action

**List documents**

Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.

- Action

**List schemas**

Returns the extraction schemas in your DocuPanda account.

- Action

**Standardize documents**

Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.

## Each app on its own

- [ **EquipDash** EquipDash is a AI-powered equipment rental and tour booking software built for outdoor recreation operators.](https://apiant.ai/connections/equipdash)
- [ **Docupanda** AI document extraction API that converts unstructured PDFs and scans into structured JSON data.](https://apiant.ai/connections/docupanda)

Reviews

## What our customers say

## More from EquipDash

- [ **EquipDash to Knock** Notification infrastructure API for sending multi-channel messages: email, SMS, push, in-app, and chat...](https://apiant.ai/connect/equipdash-to-knock)
- [ **EquipDash to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/equipdash-to-hubspot)
- [ **EquipDash to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/equipdash-to-salesforce)
- [ **EquipDash to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/equipdash-to-slack)
- [ **EquipDash to Google Sheets** Google Sheets](https://apiant.ai/connect/equipdash-to-google-sheets)
- [ **EquipDash to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/equipdash-to-gmail)

## More into Docupanda

- [ **HubSpot to Docupanda** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docupanda)
- [ **Salesforce to Docupanda** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docupanda)
- [ **Slack to Docupanda** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docupanda)
- [ **Google Sheets to Docupanda** Google Sheets](https://apiant.ai/connect/google-sheets-to-docupanda)
- [ **Gmail to Docupanda** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docupanda)
- [ **Google Calendar to Docupanda** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docupanda)

Questions

## EquipDash and Docupanda, answered

###

### What can start an automation from EquipDash?

Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Docupanda when something happens in EquipDash?

Any of Docupanda's 14 actions, including Add class, Add document, Add schema and Classify documents. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Docupanda to EquipDash?

Docupanda has no triggers in the catalog today, so automations start in EquipDash. If you need the other direction, ask: your agent reads Docupanda's API documentation and adds it.

###

### Do I have to build a connector for EquipDash or Docupanda?

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.

###

### 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.
