Integration
Connect SalesRabbit to Documentero
When New Lead fires in SalesRabbit, your agent runs Get Template Fields in Documentero. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want SalesRabbit and Documentero to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What SalesRabbit can start in Documentero
When New Lead in SalesRabbit
then Get Template Fields in Documentero
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 SalesRabbit and Documentero
Triggers and actions 2 triggers · 10 actions
Trigger
New LeadTriggers when a new lead is created in SalesRabbit.
Trigger
New/Updated LeadTriggers when a lead is created or updated in SalesRabbit.
Action
Create LeadCreates a SalesRabbit lead owned by a user, with contact details, address and status.
Action
Delete LeadDeletes a SalesRabbit lead by its ID.
Action
Get LeadReturns one SalesRabbit lead by its ID, with contact, address, status and custom fields.
Action
Get UserReturns one SalesRabbit user by ID.
Action
List LeadsReturns SalesRabbit leads, optionally filtered by first name, last name or status.
Action
List Lead StatusesReturns the lead statuses defined in the SalesRabbit account.
Action
List Org UnitsReturns the SalesRabbit account's organization units (regions, offices, teams).
Action
List UsersReturns the users in the SalesRabbit account, optionally filtered by email.
Action
Update LeadUpdates a SalesRabbit lead's contact details, address, status or owner. Only the fields you supply change.
Action
Get Template FieldsReturns the fields a Documentero template expects, plus its default and allowed output formats.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from SalesRabbit
SalesRabbit to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
SalesRabbit to StripeStripe is a payment processing platform for online businesses.
SalesRabbit to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
SalesRabbit to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
SalesRabbit to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SalesRabbit to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Documentero
HubSpot to DocumenteroHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DocumenteroSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DocumenteroSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DocumenteroGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to DocumenteroGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DocumenteroGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
SalesRabbit and Documentero, answered
What can start an automation from SalesRabbit?
Any of SalesRabbit's 2 triggers in the catalog, including New Lead and New/Updated Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Documentero when something happens in SalesRabbit?
Any of Documentero's 1 action, including Get Template Fields. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Documentero to SalesRabbit?
Documentero has no triggers in the catalog today, so automations start in SalesRabbit. If you need the other direction, ask: your agent reads Documentero's API documentation and adds it.
Do I have to build a connector for SalesRabbit or Documentero?
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 SalesRabbit and Documentero 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.