Integration
Connect Paperless and Perfex CRM
When Document updated fires in Paperless, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Document (From Template) in Paperless. 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 Paperless and Perfex CRM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Paperless and Perfex CRM can do together
From Paperless to Perfex CRM
When Document updated in Paperless
then Create Customer in Perfex CRM
From Perfex CRM to Paperless
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 Paperless and Perfex CRM
Triggers and actions 12 triggers · 11 actions
- Document updated
Fires when a document is updated (e.g. name changed). Backed by the document.updated webhook event.
- New document created
Fires when a new document is created. Backed by the document.created webhook event.
- Create Document (From Template)
Creates a new Paperless document from an existing template, optionally filling in recipients, form-field defaults and variables, and optionally sending it right away.
- Delete Document
Permanently delete a document by ID.
- Get Document
Retrieves a single Paperless document by its id.
- Get Template
Retrieves a single Paperless template by its id.
- List Templates
List all templates the API key's integration has access to, used to pick a template_id before creating a document.
- Update Document
Updates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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
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Questions
Paperless and Perfex CRM, answered
What can start an automation from Paperless?
Any of Paperless's 2 triggers in the catalog, including Document updated and New document created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Paperless?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Paperless?
Yes. When something happens in Perfex CRM, your agent can act in Paperless too. This page covers both directions: Perfex CRM's triggers and Paperless's actions are listed here as well.
Do I have to build a connector for Paperless or Perfex CRM?
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 Paperless and Perfex CRM 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.