# Connect Workably to Docutray When **New Contact** fires in [Workably](https://apiant.ai/connections/workably), your agent runs **Convert document** in [Docutray](https://apiant.ai/connections/docutray). Describe the whole flow and it is built, tested on every scenario and kept running. Workably **3** triggers Workably **3** actions Docutray **6** 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 Docutray 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 Docutray - When **New Contact** in Workably then **Convert document** in Docutray - When **New Deal** in Workably then **Identify document type** in Docutray 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 Docutray ## Triggers and actions 3 triggers · 9 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 **Convert document** Convert a document (image/PDF via file, base64 or URL) into structured JSON for a document_type_code. - Action **Get document type** Get one document type by id. - Action **Get step execution status** Returns the status and result of a step execution started by Run step. - Action **Identify document type** Automatically identify the document type of a document. - Action **List document types** List document type schemas. - Action **Run step** Execute a workflow step on a document. ## 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) - [ **Docutray** Document processing API that extracts, validates, and exports data from PDFs, images, and scans (tuned for...](https://apiant.ai/connections/docutray) 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 GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/workably-to-gohighlevel) - [ **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) ## More into Docutray - [ **HubSpot to Docutray** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docutray) - [ **Salesforce to Docutray** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docutray) - [ **Slack to Docutray** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docutray) - [ **Google Sheets to Docutray** Google Sheets](https://apiant.ai/connect/google-sheets-to-docutray) - [ **Gmail to Docutray** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docutray) - [ **Google Calendar to Docutray** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docutray) Questions ## Workably and Docutray, 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 Docutray when something happens in Workably? Any of Docutray's 6 actions, including Convert document, Get document type, Get step execution status and Identify document type. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docutray to Workably? Docutray has no triggers in the catalog today, so automations start in Workably. If you need the other direction, ask: your agent reads Docutray's API documentation and adds it. ### ### Do I have to build a connector for Workably or Docutray? 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 Docutray 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.