--- title: "Connect Paperless and Perspective - APIANT.ai" description: "When \"Document updated\" fires in Paperless, your agent runs \"Create Contact\" in Perspective." canonical: "https://apiant.ai/connect/paperless-to-perspective" --- # Connect Paperless and Perspective When **Document updated** fires in [Paperless](https://apiant.ai/connections/paperless), your agent runs **Create Contact** in [Perspective](https://apiant.ai/connections/perspective), or **New Contact** in Perspective to **Create Document (From Template)** in Paperless. Describe the whole flow and it is built, tested on every scenario and kept running. Paperless **2** triggers Paperless **6** actions Perspective **2** triggers Perspective **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Paperless and Perspective 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 Paperless and Perspective can do together ### From Paperless to Perspective - When **Document updated** in Paperless then **Create Contact** in Perspective - When **New document created** in Paperless then **Update Contact Field** in Perspective ### From Perspective to Paperless - When **New Contact** in Perspective then **Create Document (From Template)** in Paperless - When **New Lead via Funnel** in Perspective then **Update Document** in 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 Perspective ## Triggers and actions 4 triggers · 14 actions - Trigger **Document updated** Fires when a document is updated (e.g. name changed). Backed by the document.updated webhook event. - Trigger **New document created** Fires when a new document is created. Backed by the document.created webhook event. - Action **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. - Action **Delete Document** Permanently delete a document by ID. - Action **Get Document** Retrieves a single Paperless document by its id. - Action **Get Template** Retrieves a single Paperless template by its id. - Action **List Templates** List all templates the API key's integration has access to, used to pick a template_id before creating a document. - Action **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. - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. ## Each app on its own - [ **Paperless** Paperless lets you create, sign, and manage intelligent documents on a single platform.](https://apiant.ai/connections/paperless) - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) Reviews ## What our customers say ## More from Paperless - [ **Paperless to Google Maps Platform** APIs and SDKs for maps, geocoding, routing, places search, and location-based data in apps.](https://apiant.ai/connect/paperless-to-google-maps-platform) - [ **Paperless to Metropolitan Museum of Art** The Metropolitan Museum of Art Collection API exposes the museum's open-access catalogue of more than four...](https://apiant.ai/connect/paperless-to-metropolitan-museum-of-art) - [ **Paperless to ZUGFeRD & XRechnung by InvoiceXML** ZUGFeRD & XRechnung by InvoiceXML is a German e-invoice compliance service for creating, validating...](https://apiant.ai/connect/paperless-to-zugferd-xrechnung-by-invoicexml) - [ **Paperless to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paperless-to-salesforce) - [ **Paperless to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paperless-to-slack) - [ **Paperless to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paperless-to-stripe) ## More into Perspective - [ **HubSpot to Perspective** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-perspective) - [ **Google Sheets to Perspective** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-perspective) - [ **Gmail to Perspective** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-perspective) - [ **Google Calendar to Perspective** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-perspective) - [ **Google Drive to Perspective** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-perspective) - [ **Mailchimp to Perspective** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-perspective) Questions ## Paperless and Perspective, 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 Perspective when something happens in Paperless? Any of Perspective's 8 actions, including Create Contact, Update Contact Field, Get Contact and Get Funnel Chart. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Perspective to Paperless? Yes. When something happens in Perspective, your agent can act in Paperless too. This page covers both directions: Perspective's triggers and Paperless's actions are listed here as well. ### ### Do I have to build a connector for Paperless or Perspective? 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 Perspective 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.