# Connect NoteForms to DocuPipe When **New Submission** fires in [NoteForms](https://apiant.ai/connections/noteforms), your agent runs **Upload Document** in [DocuPipe](https://apiant.ai/connections/docupipe). Describe the whole flow and it is built, tested on every scenario and kept running. NoteForms **1** trigger DocuPipe **1** trigger DocuPipe **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want NoteForms and DocuPipe 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 NoteForms can start in DocuPipe - When **New Submission** in NoteForms then **Upload Document** in DocuPipe - When **New Submission** in NoteForms then **Analyze document** in DocuPipe 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 NoteForms and DocuPipe ## Triggers and actions 2 triggers · 15 actions - Trigger **New Submission** Triggers when a new submission is created. - Trigger **Document Processed** Triggers when a document finishes parsing and OCR is complete. - Action **Add schema** Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID. - Action **Analyze document** Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with. - Action **Classify Document** Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work. - Action **Delete document** Removes a document from your DocuPipe account. - Action **Delete schema** Removes an extraction schema from your DocuPipe account. - Action **Extract Data From Document** Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with. - Action **Find documents by criteria** Finds documents in your DocuPipe account whose file name or document ID matches what you search for. - Action **Get Document** Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata. - Action **Get Extraction Result** Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details. - Action **Get schema** Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines. - Action **List documents** Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range. - Action **List extractions** Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions. - Action **List schemas** Returns the extraction schemas in your DocuPipe account. - Action **Upload and Extract Data** Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction. - Action **Upload Document** Sends a file to DocuPipe to be read and turned into a document you can extract data from. ## Each app on its own - [ **NoteForms** Create beautiful forms to fill your Notion databases.](https://apiant.ai/connections/noteforms) - [ **DocuPipe** DocuPipe is a service that turns PDFs, images, and scanned documents into structured JSON data.](https://apiant.ai/connections/docupipe) Reviews ## What our customers say ## More from NoteForms - [ **NoteForms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/noteforms-to-hubspot) - [ **NoteForms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/noteforms-to-salesforce) - [ **NoteForms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/noteforms-to-slack) - [ **NoteForms to Google Sheets** Google Sheets](https://apiant.ai/connect/noteforms-to-google-sheets) - [ **NoteForms to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/noteforms-to-gmail) - [ **NoteForms to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/noteforms-to-google-calendar) ## More into DocuPipe - [ **ActiveCampaign to DocuPipe** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docupipe) - [ **Airtable to DocuPipe** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docupipe) - [ **Asana to DocuPipe** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docupipe) - [ **ClickUp to DocuPipe** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-docupipe) - [ **Discord to DocuPipe** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docupipe) - [ **Brevo to DocuPipe** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-docupipe) Questions ## NoteForms and DocuPipe, answered ### ### What can start an automation from NoteForms? Any of NoteForms's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocuPipe when something happens in NoteForms? Any of DocuPipe's 15 actions, including Upload and Extract Data, Upload Document, Add schema and Analyze document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocuPipe to NoteForms? DocuPipe has no triggers in the catalog today, so automations start in NoteForms. If you need the other direction, ask: your agent reads DocuPipe's API documentation and adds it. ### ### Do I have to build a connector for NoteForms or DocuPipe? 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.