--- title: "Connect Sertifier to Lido - APIANT.ai" description: "When \"New Detail\" fires in Sertifier, your agent runs \"Extract Data From File\" in Lido." canonical: "https://apiant.ai/connect/sertifier-to-lido" --- # Connect Sertifier to Lido When **New Detail** fires in [Sertifier](https://apiant.ai/connections/sertifier), your agent runs **Extract Data From File** in [Lido](https://apiant.ai/connections/lido). Describe the whole flow and it is built, tested on every scenario and kept running. Sertifier **2** triggers Sertifier **1** action Lido **3** 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 Lido 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 Lido - When **New Detail** in Sertifier then **Extract Data From File** in Lido - When **New Skills** in Sertifier then **Generate extraction config** in Lido 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 Lido ## Triggers and actions 2 triggers ยท 4 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 **Extract Data From File** Starts an AI extraction job that pulls the requested columns out of a document or image, and returns the job id to fetch results with. - Action **Find Extraction Result** Returns the status and extracted data rows of a Lido data extraction job. - Action **Generate extraction config** Asks Lido to suggest an extraction configuration (columns, instructions and multi-row setting) for a document. Returns a job id; the suggestion is available from the job result. ## Each app on its own - [ **Sertifier** Sertifier is a digital credentialing platform, enabling digital certificate & badge management and...](https://apiant.ai/connections/sertifier) - [ **Lido** Lido is a data extraction application that uses AI to read documents, such as PDFs and invoices, and convert...](https://apiant.ai/connections/lido) 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 Lido - [ **Mapster to Lido** Mapster is a feedback survey platform that helps you collect and analyze user feedback.](https://apiant.ai/connect/mapster-to-lido) - [ **OutageDeck to Lido** OutageDeck aggregates the official status feeds of more than 170 cloud and SaaS providers into one place.](https://apiant.ai/connect/outagedeck-to-lido) - [ **Read AI to Lido** Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search...](https://apiant.ai/connect/read-ai-to-lido) - [ **HubSpot to Lido** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lido) - [ **Salesforce to Lido** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lido) - [ **Slack to Lido** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lido) Questions ## Sertifier and Lido, 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 Lido when something happens in Sertifier? Any of Lido's 3 actions, including Extract Data From File, Find Extraction Result and Generate extraction config. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lido to Sertifier? Lido has no triggers in the catalog today, so automations start in Sertifier. If you need the other direction, ask: your agent reads Lido's API documentation and adds it. ### ### Do I have to build a connector for Sertifier or Lido? 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 Lido 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.