# Connect Worktivity to Doctly

When **New Employee** fires in [Worktivity](https://apiant.ai/connections/worktivity), your agent runs **Get document** in [Doctly](https://apiant.ai/connections/doctly). Describe the whole flow and it is built, tested on every scenario and kept running.

Worktivity **2** triggers Worktivity **12** actions Doctly **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 Worktivity and Doctly to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Worktivity can start in Doctly

- When **New Employee** in Worktivity then **Get document** in Doctly
- When **New Project Task** in Worktivity then **List documents** in Doctly

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 Worktivity and Doctly

## Triggers and actions 2 triggers · 16 actions

- Trigger

**New Employee**

Triggers when a new employee is added.

- Trigger

**New Project Task**

Triggers when a new task is created in a project.

- Action

**Add customer**

Creates a customer.

- Action

**Add project**

Creates a project.

- Action

**Add task**

Creates a task.

- Action

**Get project**

Gets a project by id.

- Action

**Get task**

Gets a task by id.

- Action

**List customers**

Lists customers.

- Action

**List employees**

Lists employees.

- Action

**List projects**

Lists projects.

- Action

**List teams**

Lists teams.

- Action

**List timesheets**

Lists timesheet data.

- Action

**Update project**

Updates a project.

- Action

**Update task**

Updates a task.

- Action

**Convert PDF to Text**

Use AI to convert a PDF document to Text file with markdown formatting.

- Action

**Delete document**

Deletes a document from Doctly.

- Action

**Get document**

Retrieve a document with status and download URLs.

- Action

**List documents**

Paginated list of documents with filters.

## Each app on its own

- [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity)
- [ **Doctly** Effortlessly convert PDFs to structured text files with Doctly's AI-powered OCR.](https://apiant.ai/connections/doctly)

Reviews

## What our customers say

## More from Worktivity

- [ **Worktivity to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/worktivity-to-zoom)
- [ **Worktivity to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/worktivity-to-linkedin)
- [ **Worktivity to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/worktivity-to-facebook)
- [ **Worktivity to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/worktivity-to-anthropic)
- [ **Worktivity to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/worktivity-to-gohighlevel)
- [ **Worktivity to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/worktivity-to-supabase)

## More into Doctly

- [ **HubSpot to Doctly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-doctly)
- [ **Salesforce to Doctly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-doctly)
- [ **Slack to Doctly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-doctly)
- [ **Google Sheets to Doctly** Google Sheets](https://apiant.ai/connect/google-sheets-to-doctly)
- [ **Gmail to Doctly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-doctly)
- [ **Google Calendar to Doctly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-doctly)

Questions

## Worktivity and Doctly, answered

###

### What can start an automation from Worktivity?

Any of Worktivity's 2 triggers in the catalog, including New Employee and New Project Task. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Doctly when something happens in Worktivity?

Any of Doctly's 4 actions, including Convert PDF to Text, Get document, List documents and Delete document. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Doctly to Worktivity?

Doctly has no triggers in the catalog today, so automations start in Worktivity. If you need the other direction, ask: your agent reads Doctly's API documentation and adds it.

###

### Do I have to build a connector for Worktivity or Doctly?

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.

###

### 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.
