--- title: "Connect OwnerRez to DocsBot AI - APIANT.ai" description: "When \"New inquiry\" fires in OwnerRez, your agent runs \"Add lead\" in DocsBot AI." canonical: "https://apiant.ai/connect/ownerrez-to-docsbot-ai" --- # Connect OwnerRez to DocsBot AI When **New inquiry** fires in [OwnerRez](https://apiant.ai/connections/ownerrez), your agent runs **Add lead** in [DocsBot AI](https://apiant.ai/connections/docsbot-ai). Describe the whole flow and it is built, tested on every scenario and kept running. OwnerRez **2** triggers OwnerRez **16** actions DocsBot AI **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OwnerRez and DocsBot AI 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 OwnerRez can start in DocsBot AI - When **New inquiry** in OwnerRez then **Add lead** in DocsBot AI - When **New payment** in OwnerRez then **Chat Agent Message (Recommended)** in DocsBot AI 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 OwnerRez and DocsBot AI ## Triggers and actions 2 triggers · 29 actions - Trigger **New inquiry** Triggers when a new inquiry is received in OwnerRez. - Trigger **New payment** Triggers when a new payment is recorded on a booking in OwnerRez. - Action **Add guest** Creates a new guest in OwnerRez with their name, contact details and marketing preferences. - Action **Add message** Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment. - Action **Add quote** Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email. - Action **Add Tag** Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez. - Action **Booking Lookup** Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values. - Action **Create Guest Updated Webhook Subscription** Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez. - Action **Delete guest** Removes a guest from your OwnerRez account. - Action **Guest Lookup** Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates. - Action **List bookings** Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time. - Action **List inquiries** Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date. - Action **List payments** Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date. - Action **List properties** Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method. - Action **Modify Booking** Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed. - Action **Property Lookup** Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values. - Action **Remove Tag** Removes a tag, by name, from an OwnerRez booking, guest, property or other record. - Action **Update guest** Updates an existing guest in OwnerRez, changing only the details you fill in. - Action **Add bot** Creates a new DocsBot bot in a team, optionally copying sources from an existing bot. - Action **Add lead** Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record. - Action **Add source** Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot. - Action **Ask Question (Legacy)** Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history. - Action **Chat Agent Message (Recommended)** Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history. - Action **Create Web Source** Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source. - Action **Delete bot** Permanently deletes a bot from a DocsBot team. - Action **Delete lead** Deletes one captured lead record from a DocsBot bot. - Action **Delete source** Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards. - Action **Get bot** Returns one DocsBot bot with its settings, model, status and source counts. - Action **List bots** Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted. - Action **Semantic Search** Searches a bot's trained content and returns the most relevant source chunks for a natural-language query. - Action **Update bot** Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed. ## Each app on its own - [ **OwnerRez** OwnerRez is internationally recognized as a leader in the vacation rental industry for channel management...](https://apiant.ai/connections/ownerrez) - [ **DocsBot AI** DocsBot AI provides instant & accurate answers for you, your customers, or your team with AI powered...](https://apiant.ai/connections/docsbot-ai) Reviews ## What our customers say ## More from OwnerRez - [ **OwnerRez to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ownerrez-to-salesforce) - [ **OwnerRez to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ownerrez-to-slack) - [ **OwnerRez to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ownerrez-to-stripe) - [ **OwnerRez to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ownerrez-to-shopify) - [ **OwnerRez to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ownerrez-to-quickbooks-online) - [ **OwnerRez to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ownerrez-to-pipedrive) ## More into DocsBot AI - [ **HubSpot to DocsBot AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docsbot-ai) - [ **Salesforce to DocsBot AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docsbot-ai) - [ **Slack to DocsBot AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docsbot-ai) - [ **Google Sheets to DocsBot AI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docsbot-ai) - [ **Gmail to DocsBot AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docsbot-ai) - [ **Google Calendar to DocsBot AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docsbot-ai) Questions ## OwnerRez and DocsBot AI, answered ### ### What can start an automation from OwnerRez? Any of OwnerRez's 2 triggers in the catalog, including New inquiry and New payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocsBot AI when something happens in OwnerRez? Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocsBot AI to OwnerRez? DocsBot AI has no triggers in the catalog today, so automations start in OwnerRez. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it. ### ### Do I have to build a connector for OwnerRez or DocsBot AI? 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 OwnerRez and DocsBot AI 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.