--- title: "Connect GoDial and Paperless - APIANT.ai" description: "When \"New Call\" fires in GoDial, your agent runs \"Create Document (From Template)\" in Paperless." canonical: "https://apiant.ai/connect/godial-to-paperless" --- # Connect GoDial and Paperless When **New Call** fires in [GoDial](https://apiant.ai/connections/godial), your agent runs **Create Document (From Template)** in [Paperless](https://apiant.ai/connections/paperless), or **Document updated** in Paperless to **Add a Contact** in GoDial. Describe the whole flow and it is built, tested on every scenario and kept running. GoDial **2** triggers GoDial **4** actions Paperless **2** triggers Paperless **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want GoDial and Paperless 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 GoDial and Paperless can do together ### From GoDial to Paperless - When **New Call** in GoDial then **Create Document (From Template)** in Paperless - When **Contact Update** in GoDial then **Update Document** in Paperless ### From Paperless to GoDial - When **Document updated** in Paperless then **Add a Contact** in GoDial - When **New document created** in Paperless then **Add a List** in GoDial 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 GoDial and Paperless ## Triggers and actions 4 triggers · 10 actions - Trigger **Contact Update** Triggers when a contact in a GoDial list is added or updated. - Trigger **New Call** Triggers when a call is logged against a contact in a GoDial list. - Action **Add a Contact** Adds a new contact to a GoDial calling list. - Action **Add a List** Creates a new calling list in a GoDial team. - Action **Add a Member** Creates a new member (agent or manager) in a GoDial team. - Action **Add a Team** Creates a new team in GoDial. - Trigger **Document updated** Fires when a document is updated (e.g. name changed). Backed by the document.updated webhook event. - Trigger **New document created** Fires when a new document is created. Backed by the document.created webhook event. - Action **Create Document (From Template)** Creates a new Paperless document from an existing template, optionally filling in recipients, form-field defaults and variables, and optionally sending it right away. - Action **Delete Document** Permanently delete a document by ID. - Action **Get Document** Retrieves a single Paperless document by its id. - Action **Get Template** Retrieves a single Paperless template by its id. - Action **List Templates** List all templates the API key's integration has access to, used to pick a template_id before creating a document. - Action **Update Document** Updates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched. ## Each app on its own - [ **GoDial** GoDial is a CRM and Auto Dialer for your phone.](https://apiant.ai/connections/godial) - [ **Paperless** Paperless lets you create, sign, and manage intelligent documents on a single platform.](https://apiant.ai/connections/paperless) Reviews ## What our customers say ## More from GoDial - [ **GoDial to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/godial-to-hubspot) - [ **GoDial to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/godial-to-salesforce) - [ **GoDial to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/godial-to-slack) - [ **GoDial to Google Sheets** Google Sheets](https://apiant.ai/connect/godial-to-google-sheets) - [ **GoDial to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/godial-to-google-calendar) - [ **GoDial to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/godial-to-google-drive) ## More into Paperless - [ **Gmail to Paperless** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paperless) - [ **Google Drive to Paperless** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paperless) - [ **Erpnext to Paperless** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/erpnext-to-paperless) - [ **HubSpot to Paperless** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paperless) - [ **Google Sheets to Paperless** Google Sheets](https://apiant.ai/connect/google-sheets-to-paperless) - [ **Google Calendar to Paperless** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paperless) Questions ## GoDial and Paperless, answered ### ### What can start an automation from GoDial? Any of GoDial's 2 triggers in the catalog, including New Call and Contact Update. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Paperless when something happens in GoDial? Any of Paperless's 6 actions, including Create Document (From Template), Update Document, Get Document and Get Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paperless to GoDial? Yes. When something happens in Paperless, your agent can act in GoDial too. This page covers both directions: Paperless's triggers and GoDial's actions are listed here as well. ### ### Do I have to build a connector for GoDial or Paperless? 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 GoDial and Paperless 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.