--- title: "Connect PayPro to Docusnap365 - APIANT.ai" description: "When \"New Sale\" fires in PayPro, your agent runs \"Add several assets\" in Docusnap365." canonical: "https://apiant.ai/connect/paypro-to-docusnap365" --- # Connect PayPro to Docusnap365 When **New Sale** fires in [PayPro](https://apiant.ai/connections/paypro), your agent runs **Add several assets** in [Docusnap365](https://apiant.ai/connections/docusnap365). Describe the whole flow and it is built, tested on every scenario and kept running. PayPro **1** trigger PayPro **9** actions Docusnap365 **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PayPro and Docusnap365 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 PayPro can start in Docusnap365 - When **New Sale** in PayPro then **Add several assets** in Docusnap365 - When **New Sale** in PayPro then **Create Inventory** in Docusnap365 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 PayPro and Docusnap365 ## Triggers and actions 1 trigger · 16 actions - Trigger **New Sale** Triggered when a new sale is made, meaning a payment on the PayPro account has been paid. - Action **Add customer** Creates a new customer in PayPro with optional contact, address and company details, and returns the new customer's id. - Action **Add payment** Creates a new payment and returns its id, state and the checkout link to send your customer to. - Action **Add refund** Creates a full or partial refund for a PayPro payment, returning the amount back to the customer from your PayPro balance. - Action **Get customer** Returns a single PayPro customer by id, including contact details, company details and address. An error occurs if the customer is not found. - Action **Get payment** Returns a single payment by its id, including its amount, state, pay method, metadata and related records. An error occurs if the payment is not found. - Action **List customers** Returns all customers created for your PayPro account, most recent first. - Action **List payments** Returns the payments created on the PayPro account, most recent first. - Action **List payouts** Returns the payouts created on your PayPro account, most recent first, optionally limited to a creation date range. - Action **List subscriptions** Returns the subscriptions created for your PayPro account, most recent first. - Action **Add several assets** Creates or updates up to 100 Docusnap365 assets in one call; assets already known by their identity are updated. - Action **Create Inventory** Creates an asset in the Docusnap365 inventory, or updates it if Docusnap365 already knows it by its identity. - Action **Find assets by criteria** Returns the Docusnap365 assets that match the filter criteria you give, with optional field selection, sorting and extra details. - Action **Get Account Details** Returns the details of one account asset in Docusnap365, including its core, type, ITAM and ISMS data. - Action **Get Accounts** Returns the user accounts documented in Docusnap365, including Active Directory, Entra ID and manually created users. - Action **Get Hardware** Returns the hardware and other active assets in your Docusnap365 inventory, optionally narrowed by search terms. - Action **Get Systems** Returns the systems and other assets in your Docusnap365 inventory, optionally narrowed by a search expression, up to 50 per page. ## Each app on its own - [ **PayPro** PayPro is a payment service provider combined with affiliate marketing services.](https://apiant.ai/connections/paypro) - [ **Docusnap365** Docusnap is a software for automated network inventory, IT documentation, license management and permission...](https://apiant.ai/connections/docusnap365) Reviews ## What our customers say ## More from PayPro - [ **PayPro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paypro-to-salesforce) - [ **PayPro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paypro-to-slack) - [ **PayPro to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paypro-to-stripe) - [ **PayPro to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paypro-to-shopify) - [ **PayPro to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paypro-to-quickbooks-online) - [ **PayPro to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/paypro-to-pipedrive) ## More into Docusnap365 - [ **Inistate to Docusnap365** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connect/inistate-to-docusnap365) - [ **HubSpot to Docusnap365** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docusnap365) - [ **Salesforce to Docusnap365** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docusnap365) - [ **Slack to Docusnap365** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docusnap365) - [ **Google Sheets to Docusnap365** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docusnap365) - [ **Gmail to Docusnap365** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docusnap365) Questions ## PayPro and Docusnap365, answered ### ### What can start an automation from PayPro? Any of PayPro's 1 trigger in the catalog, including New Sale. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docusnap365 when something happens in PayPro? Any of Docusnap365's 7 actions, including Create Inventory, Add several assets, Find assets by criteria and Get Account Details. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docusnap365 to PayPro? Docusnap365 has no triggers in the catalog today, so automations start in PayPro. If you need the other direction, ask: your agent reads Docusnap365's API documentation and adds it. ### ### Do I have to build a connector for PayPro or Docusnap365? 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 PayPro and Docusnap365 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.