--- title: "Connect Paperless to ProfitWell - APIANT.ai" description: "When \"Document updated\" fires in Paperless, your agent runs \"Add Customer\" in ProfitWell." canonical: "https://apiant.ai/connect/paperless-to-profitwell" --- # Connect Paperless to ProfitWell When **Document updated** fires in [Paperless](https://apiant.ai/connections/paperless), your agent runs **Add Customer** in [ProfitWell](https://apiant.ai/connections/profitwell). Describe the whole flow and it is built, tested on every scenario and kept running. Paperless **2** triggers Paperless **6** actions ProfitWell **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 Paperless and ProfitWell 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 can start in ProfitWell - When **Document updated** in Paperless then **Add Customer** in ProfitWell - When **New document created** in Paperless then **Anonymize customer** in ProfitWell 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 ProfitWell ## Triggers and actions 2 triggers · 19 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. - Action **Add Customer** Adds a new customer to your Profitwell account. - Action **Add plan** Create a plan. ProfitWell API v2 "Plans - List/Create". - Action **Anonymize customer** GDPR anonymize a customer by id or email. ProfitWell API v2 "GDPR Anonymize Customers". - Action **Churn Subscription** Churn Subscription. - Action **Get daily metrics** Retrieve daily metrics. ProfitWell API v2 "Daily Metrics". - Action **Get monthly metrics** Retrieve monthly metrics. ProfitWell API v2 "Monthly Metrics". - Action **Get plan** Retrieve a plan by id. ProfitWell API v2 "Plans - Retrieve/Update". - Action **Get Subscription History** returns every subscription event (status, plan, value, effective_date) for a ProfitWell user, by user ID or user alias. - Action **Get User Subscription History** returns every subscription (with status, value, plan) for a ProfitWell user. - Action **List plans** List plans. ProfitWell API v2 "Plans - List/Create". - Action **Unchurn subscription** Un-churn a manually-added subscription. ProfitWell API v2 "Un-churning Subscriptions". - Action **Update plan** Update a plan. ProfitWell API v2 "Plans - Retrieve/Update". - Action **Upgrade/Downgrade Subscription** Upgrade or Downgrade subscription. ## Each app on its own - [ **Paperless** Paperless lets you create, sign, and manage intelligent documents on a single platform.](https://apiant.ai/connections/paperless) - [ **ProfitWell** ProfitWell provides free subscription metrics to help you identify opportunities and then tools to help you...](https://apiant.ai/connections/profitwell) 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 ProfitWell - [ **HubSpot to ProfitWell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-profitwell) - [ **Salesforce to ProfitWell** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-profitwell) - [ **Slack to ProfitWell** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-profitwell) - [ **Google Sheets to ProfitWell** Google Sheets](https://apiant.ai/connect/google-sheets-to-profitwell) - [ **Gmail to ProfitWell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-profitwell) - [ **Google Calendar to ProfitWell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-profitwell) Questions ## Paperless and ProfitWell, 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 ProfitWell when something happens in Paperless? Any of ProfitWell's 13 actions, including Update plan, Add Customer, Add plan and Anonymize customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ProfitWell to Paperless? ProfitWell has no triggers in the catalog today, so automations start in Paperless. If you need the other direction, ask: your agent reads ProfitWell's API documentation and adds it. ### ### Do I have to build a connector for Paperless or ProfitWell? 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 ProfitWell 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.