--- title: "Connect Space Invoices / Apollo to DocsBot AI - APIANT.ai" description: "When \"New Document\" fires in Space Invoices / Apollo, your agent runs \"Add lead\" in DocsBot AI." canonical: "https://apiant.ai/connect/space-invoices-apollo-to-docsbot-ai" --- # Connect Space Invoices / Apollo to DocsBot AI When **New Document** fires in [Space Invoices / Apollo](https://apiant.ai/connections/space-invoices-apollo), your agent runs **Add lead** in [DocsBot AI](https://apiant.ai/connections/docsbot-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Space Invoices / Apollo **1** trigger Space Invoices / Apollo **9** actions DocsBot AI **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Space Invoices / Apollo and DocsBot AI 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 Space Invoices / Apollo can start in DocsBot AI - When **New Document** in Space Invoices / Apollo then **Add lead** in DocsBot AI - When **New Document** in Space Invoices / Apollo then **Chat Agent Message (Recommended)** in DocsBot AI 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 Space Invoices / Apollo and DocsBot AI ## Triggers and actions 1 trigger · 22 actions - Trigger **New Document** Fires when a new document (invoice, estimate, credit note, advance invoice or delivery note) is created. - Action **Add customer** Create a customer. - Action **Add item** Create a catalog item/product. - Action **Add payment** Record a payment against an invoice. - Action **Create Document** Creates a new invoice document in Space Invoices. Totals, taxes and numbering are calculated by Space Invoices. - Action **Find customers by criteria** Search customers with filter/search query params. - Action **Get customer** Retrieve a customer by id. - Action **Get invoice** Retrieve an invoice by id. - Action **List items** Lists catalog items. - Action **Update customer** Update a customer by id. - Action **Add bot** Creates a new DocsBot bot in a team, optionally copying sources from an existing bot. - Action **Add lead** Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record. - Action **Add source** Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot. - Action **Ask Question (Legacy)** Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history. - Action **Chat Agent Message (Recommended)** Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history. - Action **Create Web Source** Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source. - Action **Delete bot** Permanently deletes a bot from a DocsBot team. - Action **Delete lead** Deletes one captured lead record from a DocsBot bot. - Action **Delete source** Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards. - Action **Get bot** Returns one DocsBot bot with its settings, model, status and source counts. - Action **List bots** Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted. - Action **Semantic Search** Searches a bot's trained content and returns the most relevant source chunks for a natural-language query. - Action **Update bot** Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed. ## Each app on its own - [ **Space Invoices / Apollo** Space Invoices is an advanced, multi-tenant invoicing API that helps companies across the world to easily...](https://apiant.ai/connections/space-invoices-apollo) - [ **DocsBot AI** DocsBot AI provides instant & accurate answers for you, your customers, or your team with AI powered...](https://apiant.ai/connections/docsbot-ai) Reviews ## What our customers say ## More from Space Invoices / Apollo - [ **Space Invoices / Apollo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/space-invoices-apollo-to-stripe) - [ **Space Invoices / Apollo to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/space-invoices-apollo-to-trello) - [ **Space Invoices / Apollo to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/space-invoices-apollo-to-zoom) - [ **Space Invoices / Apollo to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/space-invoices-apollo-to-twilio) - [ **Space Invoices / Apollo to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/space-invoices-apollo-to-typeform) - [ **Space Invoices / Apollo to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/space-invoices-apollo-to-webflow) ## More into DocsBot AI - [ **HubSpot to DocsBot AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docsbot-ai) - [ **Salesforce to DocsBot AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docsbot-ai) - [ **Slack to DocsBot AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docsbot-ai) - [ **Google Sheets to DocsBot AI** Google Sheets](https://apiant.ai/connect/google-sheets-to-docsbot-ai) - [ **Gmail to DocsBot AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docsbot-ai) - [ **Google Calendar to DocsBot AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docsbot-ai) Questions ## Space Invoices / Apollo and DocsBot AI, answered ### ### What can start an automation from Space Invoices / Apollo? Any of Space Invoices / Apollo's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocsBot AI when something happens in Space Invoices / Apollo? Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocsBot AI to Space Invoices / Apollo? DocsBot AI has no triggers in the catalog today, so automations start in Space Invoices / Apollo. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it. ### ### Do I have to build a connector for Space Invoices / Apollo or DocsBot AI? 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 Space Invoices / Apollo and DocsBot AI 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.