Integration
Connect Salsa Engage to Docupanda
When New Donation fires in Salsa Engage, 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 Salsa Engage 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 Salsa Engage can start in Docupanda
When New Donation in Salsa Engage
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 Salsa Engage and Docupanda
Triggers and actions 2 triggers · 23 actions
- New Donation
Triggers when a new donation is made in Salsa Engage.
- New or Updated Supporter
Triggers when a supporter is added or updated in Salsa Engage.
- Add Supporter to Group
Adds a supporter to a group in Salsa Engage.
- Create or Update Donation and Supporter
Records a donation in Salsa Engage, finding the donor by email or creating them as a new supporter.
- Create or Update Group
Creates a group in Salsa Engage, or updates an existing group's name and description.
- Create or Update Supporter
Creates a supporter in Salsa Engage, or updates an existing one, with their name, email and address. Returns the supporter's ID.
- Create or Update Transaction
Records a charge or refund transaction in Salsa Engage for an existing supporter.
- Delete Supporter
Deletes a supporter from Salsa Engage by their supporter ID.
- Find Groups
Finds groups in Salsa Engage whose name contains the given text, with their IDs and member counts.
- Find Supporter
Finds a supporter in Salsa Engage by email address or supporter ID and returns their record.
- Remove Supporter from Group
Removes a supporter from a group in Salsa Engage.
- 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
More from Salsa Engage
Salsa Engage to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salsa Engage to StripeStripe is a payment processing platform for online businesses.
Salsa Engage to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salsa Engage to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Salsa Engage to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Salsa Engage to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Docupanda
HubSpot to DocupandaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DocupandaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to DocupandaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to DocupandaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DocupandaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Salsa Engage and Docupanda, answered
What can start an automation from Salsa Engage?
Any of Salsa Engage's 2 triggers in the catalog, including New Donation and New or Updated Supporter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupanda when something happens in Salsa Engage?
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 Salsa Engage?
Docupanda has no triggers in the catalog today, so automations start in Salsa Engage. 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 Salsa Engage 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 Salsa Engage 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.