Integration
Connect MarketSharp to Docupanda
When New or Updated Contact fires in MarketSharp, your agent runs Add document in Docupanda. Describe the whole flow 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 MarketSharp and Docupanda to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 MarketSharp can start in Docupanda
When New or Updated Contact in MarketSharp
then Add document in Docupanda
When New or Updated Inquiry in MarketSharp
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 MarketSharp and Docupanda
Triggers and actions 2 triggers · 26 actions
Trigger
New or Updated ContactTriggers when a MarketSharp contact is created or modified.
Trigger
New or Updated InquiryTriggers when a MarketSharp inquiry (lead) is created or modified.
Action
Create ActivityCreates an activity (task) on a MarketSharp contact.
Action
Create or Update AppointmentCreates an appointment on a MarketSharp inquiry, or updates an existing appointment.
Action
Create or Update JobCreates a job and its contract for a MarketSharp contact, or updates an existing job.
Action
Find ContactsSearches MarketSharp contacts by name, business, email, phone or zip and returns the matches.
Action
Get AppointmentReturns one MarketSharp appointment by its ID.
Action
Get ContactReturns one MarketSharp contact by its ID, with name, address, emails and phones.
Action
Get InquiryReturns one MarketSharp inquiry (lead) by its ID.
Action
Get JobReturns one MarketSharp job by its ID.
Action
List Contact InquiriesReturns every inquiry (lead) on a MarketSharp contact.
Action
List Contact NotesReturns the notes on a MarketSharp contact.
Action
List EmployeesReturns the employees of the MarketSharp company.
Action
List Primary Lead SourcesReturns the company's active primary lead sources.
Action
Add classAdds a new document class, with a name and description, to your classification taxonomy.
Action
Add documentSubmits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.
Action
Add schemaCreates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.
Action
Classify documentsStarts a classification job that sorts one or more documents into your classes. Returns the job ID and status.
Action
Delete documentDeletes a document previously submitted to DocuPanda for processing.
Action
Find documentsFinds documents whose filename or document ID matches the search text, optionally within one dataset.
Action
Get documentReturns a processed document, including its processing status, extracted text, pages and metadata.
Action
Get jobReturns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.
Action
Get schemaReturns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.
Action
Get standardizationReturns a standardization's extracted JSON data along with its document, schema, job and metadata details.
Action
List classesReturns every document class defined in your DocuPipe classification taxonomy.
Action
List documentsReturns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.
Action
List schemasReturns the extraction schemas in your DocuPanda account.
Action
Standardize documentsStarts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.
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
More from MarketSharp
MarketSharp to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
MarketSharp to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
MarketSharp to StripeStripe is a payment processing platform for online businesses.
MarketSharp to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
MarketSharp to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
MarketSharp to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Docupanda
HubSpot to DocupandaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DocupandaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DocupandaSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DocupandaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to DocupandaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DocupandaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
MarketSharp and Docupanda, answered
What can start an automation from MarketSharp?
Any of MarketSharp's 2 triggers in the catalog, including New or Updated Contact and New or Updated Inquiry. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupanda when something happens in MarketSharp?
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 MarketSharp?
Docupanda has no triggers in the catalog today, so automations start in MarketSharp. 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 MarketSharp 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.
Can my AI client use MarketSharp and Docupanda 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.