--- title: "Connect Salesflare to DocDroid - APIANT.ai" description: "When \"New Account\" fires in Salesflare, your agent runs \"Update Document\" in DocDroid." canonical: "https://apiant.ai/connect/salesflare-to-docdroid" --- # Connect Salesflare to DocDroid When **New Account** fires in [Salesflare](https://apiant.ai/connections/salesflare), your agent runs **Update Document** in [DocDroid](https://apiant.ai/connections/docdroid). Describe the whole flow and it is built, tested on every scenario and kept running. Salesflare **1** trigger Salesflare **11** actions DocDroid **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesflare and DocDroid 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 Salesflare can start in DocDroid - When **New Account** in Salesflare then **Update Document** in DocDroid - When **New Account** in Salesflare then **Upload Document** in DocDroid 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 Salesflare and DocDroid ## Triggers and actions 1 trigger · 16 actions - Trigger **New Account** Triggers when a new account is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Action **Delete document** Permanently deletes a document from your DocDroid account. - Action **Find Document** Finds documents in your DocDroid account whose name or file name matches the one you give. - Action **Get document** Returns a single DocDroid document with its settings, status and share links. - Action **Update Document** Updates the settings of an existing DocDroid document, such as its visibility, embedding, download and password options. - Action **Upload Document** Uploads a file to DocDroid as a new document, with optional visibility, embedding, download and password settings. ## Each app on its own - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) - [ **DocDroid** DocDroid is a document sharing platform. Distribute your PDFs, DOCs and presentations easily using a public...](https://apiant.ai/connections/docdroid) Reviews ## What our customers say ## More from Salesflare - [ **Salesflare to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesflare-to-salesforce) - [ **Salesflare to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesflare-to-slack) - [ **Salesflare to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesflare-to-stripe) - [ **Salesflare to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesflare-to-shopify) - [ **Salesflare to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesflare-to-trello) - [ **Salesflare to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/salesflare-to-zoom) ## More into DocDroid - [ **HubSpot to DocDroid** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docdroid) - [ **Salesforce to DocDroid** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docdroid) - [ **Slack to DocDroid** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docdroid) - [ **Google Sheets to DocDroid** Google Sheets](https://apiant.ai/connect/google-sheets-to-docdroid) - [ **Gmail to DocDroid** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docdroid) - [ **Google Calendar to DocDroid** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docdroid) Questions ## Salesflare and DocDroid, answered ### ### What can start an automation from Salesflare? Any of Salesflare's 1 trigger in the catalog, including New Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocDroid when something happens in Salesflare? Any of DocDroid's 5 actions, including Update Document, Upload Document, Find Document and Get document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocDroid to Salesflare? DocDroid has no triggers in the catalog today, so automations start in Salesflare. If you need the other direction, ask: your agent reads DocDroid's API documentation and adds it. ### ### Do I have to build a connector for Salesflare or DocDroid? 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 Salesflare and DocDroid 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.