Integration
Connect LeadSimple and Paperless
When something happens in LeadSimple or Paperless, your agent does the next thing in the other. Describe it 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 LeadSimple and Paperless to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 LeadSimple and Paperless can do together
From LeadSimple to Paperless
When Call Completed in LeadSimple
then Create Document (From Template) in Paperless
When Lead Created in LeadSimple
then Update Document in Paperless
From Paperless to LeadSimple
When Document updated in Paperless
then Create Call in LeadSimple
When New document created in Paperless
then Update Contact in LeadSimple
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 LeadSimple and Paperless
Triggers and actions 6 triggers · 16 actions
Trigger
Call CompletedTriggers when a new call is completed.
Trigger
Lead Changes TagsTriggers when a lead's tags change.
Trigger
Lead CreatedTriggers when a new lead is created.
Trigger
Lead Is ReassignedTriggers when a lead is reassigned.
Action
Create CallCreates a Call in your account
Action
Get LeadGets a Lead in your account by ID.
Action
Search ContactSearches a contact in your account by name, phone number or email address.
Action
Search PropertySearches a Property in your account by name or address.
Action
Search UnitSearches the units on the property by the Unit Number
Action
Search UserSearches a user in your account by name or email address.
Action
Update ContactUpdates a Contact in your account.
Action
Update LeadUpdates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Action
Update PropertyUpdates a Property.
Action
Update UnitUpdates a Unit.
Trigger
Document updatedFires when a document is updated (e.g. name changed). Backed by the document.updated webhook event.
Trigger
New document createdFires 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 DocumentPermanently delete a document by ID.
Action
Get DocumentRetrieves a single Paperless document by its id.
Action
Get TemplateRetrieves a single Paperless template by its id.
Action
List TemplatesList all templates the API key's integration has access to, used to pick a template_id before creating a document.
Action
Update DocumentUpdates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched.
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
Reviews
What our customers say
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Questions
LeadSimple and Paperless, answered
What can start an automation from LeadSimple?
Any of LeadSimple's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Changes Tags and Lead Is Reassigned. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Paperless when something happens in LeadSimple?
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 LeadSimple?
Yes. When something happens in Paperless, your agent can act in LeadSimple too. This page covers both directions: Paperless's triggers and LeadSimple's actions are listed here as well.
Do I have to build a connector for LeadSimple 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.
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.