# Connect Parseur to webCRM When **New Document Export Failed** fires in [Parseur](https://apiant.ai/connections/parseur), your agent runs **Create or Update Document** in [webCRM](https://apiant.ai/connections/webcrm). Describe the whole flow and it is built, tested on every scenario and kept running. Parseur **6** triggers Parseur **10** actions webCRM **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 Parseur and webCRM to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Parseur can start in webCRM - When **New Document Export Failed** in Parseur then **Create or Update Document** in webCRM - When **New Document Not Processed** in Parseur then **Create or Update Activity** in webCRM 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 Parseur and webCRM ## Triggers and actions 6 triggers · 23 actions - Trigger **New Document Export Failed** Triggered when Parseur fails to export a document to its destination. - Trigger **New Document Not Processed** Triggered when Parseur receives a document it cannot extract data from, so you can follow it up. - Trigger **New Document Processed** Triggered when Parseur finishes extracting data from a document, with the extracted fields. - Trigger **New Document Processed (With List Items)** Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows). - Trigger **New Mailbox** Triggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts. - Trigger **New Table Field Processed** Triggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from. - Action **Create Document** Sends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID. - Action **Create Document From File** Uploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID. - Action **Delete Document** Deletes a document from Parseur by its ID. - Action **Delete Mailbox** Deletes a Parseur mailbox and everything in it. This cannot be undone. - Action **Get Document** Returns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it. - Action **Get Mailbox** Returns one Parseur mailbox by its ID, with its email address, document counts and settings. - Action **List Documents** Returns the documents in Parseur, optionally narrowed to one mailbox or one processing status. - Action **List Mailboxes** Returns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds. - Action **Reprocess Document** Sends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status. - Action **Update Mailbox** Updates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting. - Action **Create or Update Activity** Creates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id. - Action **Create or Update Delivery** Creates or updates a delivery. - Action **Create or Update Document** Creates or updates a document. - Action **Create or Update Organisation** Creates or updates an organisation. - Action **Create or Update Person** Creates or updates a person. - Action **Create or Update Product** Creates or updates a product. - Action **Create or Update Support Case** Creates or updates a support case. - Action **Find Delivery** Finds a delivery. - Action **Find Document** Finds a document. - Action **Find Organisation** Finds an organisation. - Action **Find Person** Finds a person. - Action **Find User** Finds a user. - Action **Get Document** Returns one document by its id, including description, file name, extension, folder, linked entity and owner fields. ## Each app on its own - [ **Parseur** Send documents such as emails, PDFs and spreadsheets to your custom Parseur mailbox and extract any data.](https://apiant.ai/connections/parseur) - [ **webCRM** webCRM helps your sales team with the daily workflow and overview.](https://apiant.ai/connections/webcrm) Reviews ## What our customers say ## More from Parseur - [ **Parseur to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/parseur-to-salesforce) - [ **Parseur to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/parseur-to-slack) - [ **Parseur to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/parseur-to-stripe) - [ **Parseur to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/parseur-to-shopify) - [ **Parseur to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/parseur-to-quickbooks-online) - [ **Parseur to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/parseur-to-pipedrive) ## More into webCRM - [ **HubSpot to webCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webcrm) - [ **Salesforce to webCRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webcrm) - [ **Slack to webCRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webcrm) - [ **Google Sheets to webCRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-webcrm) - [ **Gmail to webCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webcrm) - [ **Google Calendar to webCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webcrm) Questions ## Parseur and webCRM, answered ### ### What can start an automation from Parseur? Any of Parseur's 6 triggers in the catalog, including New Document Export Failed, New Document Not Processed, New Document Processed and New Document Processed (With List Items). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in webCRM when something happens in Parseur? Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from webCRM to Parseur? webCRM has no triggers in the catalog today, so automations start in Parseur. If you need the other direction, ask: your agent reads webCRM's API documentation and adds it. ### ### Do I have to build a connector for Parseur or webCRM? 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. ### ### 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.