Integration
Connect SalesScreen to Docupanda
When New Activity Type fires in SalesScreen, your agent runs Add document in Docupanda. 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 SalesScreen and Docupanda 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 SalesScreen can start in Docupanda
When New Activity Type in SalesScreen
then Add document in Docupanda
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 SalesScreen and Docupanda
Triggers and actions 1 trigger · 18 actions
- New Activity Type
Starts when a new activity type appears in your SalesScreen account (checks on a schedule). Returns the type's name, active flag, system mappings and input fields.
- Add User
Adds a user to SalesScreen, optionally placing them on a team.
- Disable User
Disables the SalesScreen user with the given email address.
- List Activity Types
Lists the activity types in your SalesScreen account, with each type's name, whether it is active, its system mappings and its input fields.
- List Users
Lists the users in your SalesScreen account, each with their email and the user IDs mapped to them.
- Add class
Adds a new document class, with a name and description, to your classification taxonomy.
- Add document
Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.
- Add schema
Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.
- Classify documents
Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status.
- Delete document
Deletes a document previously submitted to DocuPanda for processing.
- Find documents
Finds documents whose filename or document ID matches the search text, optionally within one dataset.
- Get document
Returns a processed document, including its processing status, extracted text, pages and metadata.
- Get job
Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.
- Get schema
Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.
- Get standardization
Returns a standardization's extracted JSON data along with its document, schema, job and metadata details.
- List classes
Returns every document class defined in your DocuPipe classification taxonomy.
- List documents
Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.
- List schemas
Returns the extraction schemas in your DocuPanda account.
- Standardize documents
Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.
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
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Questions
SalesScreen and Docupanda, answered
What can start an automation from SalesScreen?
Any of SalesScreen's 1 trigger in the catalog, including New Activity Type. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupanda when something happens in SalesScreen?
Any of Docupanda's 14 actions, including Add class, Add document, Add schema and Classify documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Docupanda to SalesScreen?
Docupanda has no triggers in the catalog today, so automations start in SalesScreen. If you need the other direction, ask: your agent reads Docupanda's API documentation and adds it.
Do I have to build a connector for SalesScreen or Docupanda?
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 SalesScreen and Docupanda 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.