--- title: "Connect Workably to Documint - APIANT.ai" description: "When \"New Contact\" fires in Workably, your agent runs \"Create Document\" in Documint." canonical: "https://apiant.ai/connect/workably-to-documint" --- # Connect Workably to Documint When **New Contact** fires in [Workably](https://apiant.ai/connections/workably), your agent runs **Create Document** in [Documint](https://apiant.ai/connections/documint). Describe the whole flow and it is built, tested on every scenario and kept running. Workably **3** triggers Workably **3** actions Documint **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 Workably and Documint 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 Workably can start in Documint - When **New Contact** in Workably then **Create Document** in Documint - When **New Deal** in Workably then **Get template** in Documint 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 Workably and Documint ## Triggers and actions 3 triggers · 6 actions - Trigger **New Contact** Triggers when a new contact is created in Workably. - Trigger **New Deal** Triggers when a new deal is created in Workably. - Trigger **New Task** Triggers when a new task is created in Workably. - Action **Create Contact** Creates a new contact in Workably. - Action **Create Deal** Creates a new deal in Workably. - Action **Create Task** Creates a new task in Workably. - Action **Create Document** Creates a document by merging your data into your Documint template. - Action **Get template** Get a single template by id. - Action **List templates** List your templates. ## Each app on its own - [ **Workably** Workably is a simple AI-powered CRM for small businesses — manage contacts, deals, tasks, and emails in one...](https://apiant.ai/connections/workably) - [ **Documint** Documint is a document creation service which cuts transaction document creation time down from minutes or...](https://apiant.ai/connections/documint) Reviews ## What our customers say ## More from Workably - [ **Workably to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workably-to-zoom) - [ **Workably to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workably-to-linkedin) - [ **Workably to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workably-to-facebook) - [ **Workably to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workably-to-anthropic) - [ **Workably to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workably-to-supabase) - [ **Workably to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/workably-to-elevenlabs) ## More into Documint - [ **HubSpot to Documint** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-documint) - [ **Salesforce to Documint** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-documint) - [ **Slack to Documint** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-documint) - [ **Google Sheets to Documint** Google Sheets](https://apiant.ai/connect/google-sheets-to-documint) - [ **Gmail to Documint** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-documint) - [ **Google Calendar to Documint** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-documint) Questions ## Workably and Documint, answered ### ### What can start an automation from Workably? Any of Workably's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Documint when something happens in Workably? Any of Documint's 3 actions, including Create Document, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Documint to Workably? Documint has no triggers in the catalog today, so automations start in Workably. If you need the other direction, ask: your agent reads Documint's API documentation and adds it. ### ### Do I have to build a connector for Workably or Documint? 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 Workably and Documint 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.