--- title: "Connect OneDeck to swiDOC - APIANT.ai" description: "When \"Record Created\" fires in OneDeck, your agent runs \"Update document metadata\" in swiDOC." canonical: "https://apiant.ai/connect/onedeck-to-swidoc" --- # Connect OneDeck to swiDOC When **Record Created** fires in [OneDeck](https://apiant.ai/connections/onedeck), your agent runs **Update document metadata** in [swiDOC](https://apiant.ai/connections/swidoc). Describe the whole flow and it is built, tested on every scenario and kept running. OneDeck **2** triggers OneDeck **14** actions swiDOC **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 OneDeck and swiDOC 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 OneDeck can start in swiDOC - When **Record Created** in OneDeck then **Update document metadata** in swiDOC - When **Record Updated** in OneDeck then **Download document** in swiDOC 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 OneDeck and swiDOC ## Triggers and actions 2 triggers · 18 actions - Trigger **Record Created** Triggers when a new record is created on the selected OneDeck board. - Trigger **Record Updated** Triggers when a record on the chosen OneDeck board is created or updated. - Action **Add attachment** Uploads a file and attaches it to a record on a OneDeck board. - Action **Add board** Creates a new board in a OneDeck workspace, with a default table view. - Action **Add field** Adds a new field (column) to a OneDeck board. The field is added to every view of the board. - Action **Add workspace** Creates a new workspace in your OneDeck account. - Action **Create Record** Creates a new record on a OneDeck board, with a name and optional field values. - Action **Find Record** Finds records on a OneDeck board that match a search text, optionally narrowed by field filters. - Action **Get record** Returns one record from a board, including its field values, attachments and share link. - Action **List fields** Returns every field defined on a OneDeck board, including its type and option settings. - Action **List records** Returns the records on a OneDeck board, optionally filtered by field values or search text. - Action **List users** Returns every user in the OneDeck account with their name, email, status and role. - Action **List workspaces** Returns every workspace in the OneDeck account, with each workspace's id, name and icon. - Action **Update board** Renames a board, moves it to another workspace, or both. - Action **Update Record** Updates the name and field values of an existing record on a OneDeck board. - Action **Update workspace** Renames a workspace or changes its icon. Only the values you fill in are changed. - Action **Archive Document** Archives a file in swiDOC with its name, folder path, description, tags and search attributes, and returns the new document's id. - Action **Download document** Downloads an archived swiDOC document as a file you can pass to later steps. - Action **Get document metadata** Returns the metadata of an archived document: its file name, folder path, description, tags, archive dates and search attribute values. - Action **Update document metadata** Updates the metadata of an archived swiDOC document, such as its file name, folder path, description, tags, search attributes or archive duration. Only the values you fill in are changed. ## Each app on its own - [ **OneDeck** OneDeck is a smart and automated platform for all business management needs.](https://apiant.ai/connections/onedeck) - [ **swiDOC** swiDOC is a secure e-archiving solution that stores documents tamper-proof, keeps them organized, and...](https://apiant.ai/connections/swidoc) Reviews ## What our customers say ## More from OneDeck - [ **OneDeck to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onedeck-to-salesforce) - [ **OneDeck to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onedeck-to-slack) - [ **OneDeck to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/onedeck-to-stripe) - [ **OneDeck to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onedeck-to-shopify) - [ **OneDeck to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onedeck-to-quickbooks-online) - [ **OneDeck to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onedeck-to-pipedrive) ## More into swiDOC - [ **HubSpot to swiDOC** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swidoc) - [ **Salesforce to swiDOC** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swidoc) - [ **Slack to swiDOC** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swidoc) - [ **Google Sheets to swiDOC** Google Sheets](https://apiant.ai/connect/google-sheets-to-swidoc) - [ **Gmail to swiDOC** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swidoc) - [ **Google Calendar to swiDOC** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-swidoc) Questions ## OneDeck and swiDOC, answered ### ### What can start an automation from OneDeck? Any of OneDeck's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in swiDOC when something happens in OneDeck? Any of swiDOC's 4 actions, including Update document metadata, Download document, Get document metadata and Archive Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from swiDOC to OneDeck? swiDOC has no triggers in the catalog today, so automations start in OneDeck. If you need the other direction, ask: your agent reads swiDOC's API documentation and adds it. ### ### Do I have to build a connector for OneDeck or swiDOC? 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 OneDeck and swiDOC 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.