--- title: "Connect Paperless and Ploomes - APIANT.ai" description: "When \"Document updated\" fires in Paperless, your agent runs \"Add contact\" in Ploomes." canonical: "https://apiant.ai/connect/paperless-to-ploomes" --- # Connect Paperless and Ploomes When **Document updated** fires in [Paperless](https://apiant.ai/connections/paperless), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes 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 Ploomes **3** triggers Ploomes **19** 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 Ploomes 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 Ploomes can do together ### From Paperless to Ploomes - When **Document updated** in Paperless then **Add contact** in Ploomes - When **New document created** in Paperless then **Add deal** in Ploomes ### From Ploomes to Paperless - When **New contact** in Ploomes then **Create Document (From Template)** in Paperless - When **New deal** in Ploomes 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 Ploomes ## Triggers and actions 5 triggers · 25 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 (person or company) is created in Ploomes. - Trigger **New deal** Triggers when a new deal is created in Ploomes. - Trigger **New task** Triggers when a new task is created in Ploomes. - Action **Add contact** Creates a contact (a person or a company) in Ploomes and returns the new contact record. - Action **Add deal** Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values. - Action **Add interaction record** Creates an interaction record (a note, call or email log) on a Ploomes contact or deal. - Action **Add product** Creates a product in your Ploomes account and returns the new product. - Action **Add quote** Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values. - Action **Add task** Creates a task in Ploomes, optionally linked to a contact or deal. - Action **Delete contact** Deletes a contact (person or company) from your Ploomes account. - Action **Delete deal** Deletes a deal from your Ploomes account. - Action **Find contacts by criteria** Returns the Ploomes contacts (people and companies) that match the criteria you give. - Action **Find deals by criteria** Returns the deals that match the criteria you give, such as a title, stage or customer. - Action **Find interaction records by criteria** Returns the interaction records (activity history entries) that match the criteria you give. - Action **Find tasks by criteria** Returns the tasks that match the criteria you specify, such as title, contact or deal. - Action **Finish task** Marks a Ploomes task as finished. - Action **Get quote** Returns a single quote (proposal) by its ID, including its custom field values. - Action **Lose deal** Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal. - Action **Update contact** Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed. - Action **Update deal** Updates an existing deal in Ploomes. Only the fields you fill in are changed. - Action **Update task** Updates an existing task in Ploomes. Only the fields you fill in are changed. - Action **Win deal** Marks a Ploomes deal as won and returns the updated deal. ## Each app on its own - [ **Paperless** Paperless lets you create, sign, and manage intelligent documents on a single platform.](https://apiant.ai/connections/paperless) - [ **Ploomes** Sales force automation system that links CRM, Sales Funnel, Proposal Automation and Sales Orders.](https://apiant.ai/connections/ploomes) 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 Ploomes - [ **HubSpot to Ploomes** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ploomes) - [ **Google Sheets to Ploomes** Google Sheets](https://apiant.ai/connect/google-sheets-to-ploomes) - [ **Gmail to Ploomes** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ploomes) - [ **Google Calendar to Ploomes** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ploomes) - [ **Google Drive to Ploomes** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ploomes) - [ **Mailchimp to Ploomes** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ploomes) Questions ## Paperless and Ploomes, 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 Ploomes when something happens in Paperless? Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ploomes to Paperless? Yes. When something happens in Ploomes, your agent can act in Paperless too. This page covers both directions: Ploomes's triggers and Paperless's actions are listed here as well. ### ### Do I have to build a connector for Paperless or Ploomes? 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 Ploomes 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.