--- title: "Connect Memberful to Doctly - APIANT.ai" description: "When \"Custom Fields Updated\" fires in Memberful, your agent runs \"Get document\" in Doctly." canonical: "https://apiant.ai/connect/memberful-to-doctly" --- # Connect Memberful to Doctly When **Custom Fields Updated** fires in [Memberful](https://apiant.ai/connections/memberful), your agent runs **Get document** in [Doctly](https://apiant.ai/connections/doctly). Describe the whole flow and it is built, tested on every scenario and kept running. Memberful **11** triggers Doctly **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Memberful and Doctly 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 Memberful can start in Doctly - When **Custom Fields Updated** in Memberful then **Get document** in Doctly - When **Member Updated** in Memberful then **List documents** in Doctly 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 Memberful and Doctly ## Triggers and actions 11 triggers · 4 actions - Trigger **Custom Fields Updated** Triggers when a member updates their custom fields. - Trigger **Member Deleted** Triggers when a member is deleted. - Trigger **Member Updated** Triggers when a member's profile information is updated. - Trigger **New Member** Triggers when a new member account is created. - Trigger **Order Purchased** Triggers when a member completes an order or when staff manually adds a new order. Not sent for subscription renewal orders. - Trigger **Order Refunded** Triggers when an order is refunded. - Trigger **Subscription Created** Triggers when a member's subscription is created. - Trigger **Subscription Reactivated** Triggers when a member renews an inactive subscription and it becomes active again. - Trigger **Subscription Renewed** Triggers when a member's subscription is renewed. - Trigger **Subscription Updated** Triggers when a member's subscription is updated. - Trigger **Tax ID Updated** Triggers when a member adds, changes or removes their tax ID. - Action **Convert PDF to Text** Use AI to convert a PDF document to Text file with markdown formatting. - Action **Delete document** Deletes a document from Doctly. - Action **Get document** Retrieve a document with status and download URLs. - Action **List documents** Paginated list of documents with filters. ## Each app on its own - [ **Memberful** Memberful makes it easy to sell memberships to your audience.](https://apiant.ai/connections/memberful) - [ **Doctly** Effortlessly convert PDFs to structured text files with Doctly's AI-powered OCR.](https://apiant.ai/connections/doctly) Reviews ## What our customers say ## More from Memberful - [ **Memberful to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/memberful-to-hubspot) - [ **Memberful to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/memberful-to-salesforce) - [ **Memberful to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/memberful-to-slack) - [ **Memberful to Google Sheets** Google Sheets](https://apiant.ai/connect/memberful-to-google-sheets) - [ **Memberful to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/memberful-to-gmail) - [ **Memberful to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/memberful-to-google-calendar) ## More into Doctly - [ **HubSpot to Doctly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-doctly) - [ **Salesforce to Doctly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-doctly) - [ **Slack to Doctly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-doctly) - [ **Google Sheets to Doctly** Google Sheets](https://apiant.ai/connect/google-sheets-to-doctly) - [ **Gmail to Doctly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-doctly) - [ **Google Calendar to Doctly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-doctly) Questions ## Memberful and Doctly, answered ### ### What can start an automation from Memberful? Any of Memberful's 11 triggers in the catalog, including Custom Fields Updated, Member Updated, New Member and Subscription Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Doctly when something happens in Memberful? Any of Doctly's 4 actions, including Convert PDF to Text, Get document, List documents and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Doctly to Memberful? Doctly has no triggers in the catalog today, so automations start in Memberful. If you need the other direction, ask: your agent reads Doctly's API documentation and adds it. ### ### Do I have to build a connector for Memberful or Doctly? 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 Memberful and Doctly without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Doctly 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.