--- title: "Connect Picreel to Doctly - APIANT.ai" description: "When \"New lead\" fires in Picreel, your agent runs \"Get document\" in Doctly. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/picreel-to-doctly" --- # Connect Picreel to Doctly When **New lead** fires in [Picreel](https://apiant.ai/connections/picreel), your agent runs **Get document** in [Doctly](https://apiant.ai/connections/doctly). Describe the whole flow and it is built, tested on every scenario and kept running. Picreel **1** trigger Doctly **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Picreel and Doctly 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 Picreel can start in Doctly - When **New lead** in Picreel then **Get document** in Doctly - When **New lead** in Picreel then **List documents** in Doctly 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 Picreel and Doctly ## Triggers and actions 1 trigger · 4 actions - Trigger **New lead** Fires instantly when Picreel captures a new lead. Manual-registration webhook: in Picreel, click Leads in the left sidebar, click Export to CRMs and choose Webhooks, paste this trigger's minted URL into the URL field at the top, tick "Live export after submit", and save. The payload arrives flat and binds as {{ trigger.body.* }} — email, name, phone, request_url, user_id. - Action **Convert PDF to Text** Use AI to convert a PDF document to Text file with markdown formatting. - Action **Delete document** Deletes a document from Doctly. - Action **Get document** Retrieve a document with status and download URLs. - Action **List documents** Paginated list of documents with filters. ## Each app on its own - [ **Picreel** Picreel provides exit-intent offers and popups for your website to recover abandoning visitors and improve...](https://apiant.ai/connections/picreel) - [ **Doctly** Effortlessly convert PDFs to structured text files with Doctly's AI-powered OCR.](https://apiant.ai/connections/doctly) Reviews ## What our customers say ## More from Picreel - [ **Picreel to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/picreel-to-anthropic) - [ **Picreel to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/picreel-to-swagger-generator) - [ **Picreel to TimeCamp** TimeCamp helps you and your team to track time.](https://apiant.ai/connect/picreel-to-timecamp) - [ **Picreel to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/picreel-to-hubspot) - [ **Picreel to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/picreel-to-salesforce) - [ **Picreel to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/picreel-to-slack) ## More into Doctly - [ **HubSpot to Doctly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-doctly) - [ **Salesforce to Doctly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-doctly) - [ **Slack to Doctly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-doctly) - [ **Google Sheets to Doctly** Google Sheets](https://apiant.ai/connect/google-sheets-to-doctly) - [ **Gmail to Doctly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-doctly) - [ **Google Calendar to Doctly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-doctly) Questions ## Picreel and Doctly, answered ### ### What can start an automation from Picreel? Any of Picreel's 1 trigger in the catalog, including New lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Doctly when something happens in Picreel? Any of Doctly's 4 actions, including Convert PDF to Text, Get document, List documents and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Doctly to Picreel? Doctly has no triggers in the catalog today, so automations start in Picreel. If you need the other direction, ask: your agent reads Doctly's API documentation and adds it. ### ### Do I have to build a connector for Picreel or Doctly? 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 Picreel and Doctly without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Doctly 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.