--- title: "Connect Sertifier to LedgerBox - APIANT.ai" description: "When \"New Detail\" fires in Sertifier, your agent runs \"Upload File\" in LedgerBox." canonical: "https://apiant.ai/connect/sertifier-to-ledgerbox" --- # Connect Sertifier to LedgerBox When **New Detail** fires in [Sertifier](https://apiant.ai/connections/sertifier), your agent runs **Upload File** in [LedgerBox](https://apiant.ai/connections/ledgerbox). Describe the whole flow and it is built, tested on every scenario and kept running. Sertifier **2** triggers Sertifier **1** action LedgerBox **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 Sertifier and LedgerBox 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 Sertifier can start in LedgerBox - When **New Detail** in Sertifier then **Upload File** in LedgerBox - When **New Skills** in Sertifier then **Find documents by search text** in LedgerBox 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 Sertifier and LedgerBox ## Triggers and actions 2 triggers · 5 actions - Trigger **New Detail** Triggers when new Detail is created. - Trigger **New Skills** Triggers when new skill is created. - Action **Create Detail** Create the Detail of the credential, will be used in the Campaign. - Action **Delete document** Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately. - Action **Find documents by search text** Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type. - Action **Get Job Results** Retrieves the extracted records (the processing results) of a document LedgerBox has processed. - Action **Upload File** Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id. ## Each app on its own - [ **Sertifier** Sertifier is a digital credentialing platform, enabling digital certificate & badge management and...](https://apiant.ai/connections/sertifier) - [ **LedgerBox** LedgerBox is a tool to extract data from financial documents with AI](https://apiant.ai/connections/ledgerbox) Reviews ## What our customers say ## More from Sertifier - [ **Sertifier to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sertifier-to-slack) - [ **Sertifier to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sertifier-to-stripe) - [ **Sertifier to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sertifier-to-shopify) - [ **Sertifier to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sertifier-to-trello) - [ **Sertifier to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sertifier-to-zoom) - [ **Sertifier to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sertifier-to-twilio) ## More into LedgerBox - [ **HubSpot to LedgerBox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ledgerbox) - [ **Salesforce to LedgerBox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ledgerbox) - [ **Slack to LedgerBox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ledgerbox) - [ **Google Sheets to LedgerBox** Google Sheets](https://apiant.ai/connect/google-sheets-to-ledgerbox) - [ **Gmail to LedgerBox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ledgerbox) - [ **Google Calendar to LedgerBox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ledgerbox) Questions ## Sertifier and LedgerBox, answered ### ### What can start an automation from Sertifier? Any of Sertifier's 2 triggers in the catalog, including New Detail and New Skills. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LedgerBox when something happens in Sertifier? Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LedgerBox to Sertifier? LedgerBox has no triggers in the catalog today, so automations start in Sertifier. If you need the other direction, ask: your agent reads LedgerBox's API documentation and adds it. ### ### Do I have to build a connector for Sertifier or LedgerBox? 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 Sertifier and LedgerBox 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.