Integration
Connect DocumentPro to AISA - AI Sales Assistant
When New Document fires in DocumentPro, your agent runs Send Message in AISA - AI Sales Assistant. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want DocumentPro and AISA - AI Sales Assistant to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What DocumentPro can start in AISA - AI Sales Assistant
When New Document in DocumentPro
then Send Message in AISA - AI Sales Assistant
When New Document in DocumentPro
then Send Template Message in AISA - AI Sales Assistant
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 DocumentPro and AISA - AI Sales Assistant
Triggers and actions 1 trigger · 29 actions
Trigger
New DocumentTriggers when a document is uploaded.
Action
Add classifiercreate a new Classifier.
Action
Add workflowcreate a new Workflow (extraction template).
Action
Classify documentclassify a document inline without a saved Classifier.
Action
Delete classifierdelete a Classifier.
Action
Delete workflowdelete a Workflow.
Action
Get classifierfetch a single Classifier by id.
Action
Get documentfetch a single document by id.
Action
Get workflowfetch a single Workflow by id.
Action
List classifierslist saved Classifiers.
Action
Run classifier against documentrun a saved Classifier against a document.
Action
Run workflow against documentStart an extraction Workflow against a document. The run is asynchronous: it returns a request_id immediately and the extracted data arrives once the job completes.
Action
Update classifierupdate an existing Classifier.
Action
Update workflowupdate an existing Workflow.
Action
Upload DocumentUpload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow.
Action
Add campaignCreate a new campaign.
Action
Create Chat ConversationCreate a chat conversation by phone number
Action
Get campaignGet a campaign by id.
Action
Get contactGet contact detail.
Action
Get Contact MessagesReturn all the messages for a contact
Action
List AISA workspacesList the AISA customer workspaces your credentials can reach, so you can pick the Customer ID the other AISA operations need.
Action
List campaign contactsList contacts belonging to a campaign.
Action
List campaignsList campaigns for a customer.
Action
List contactsList contacts for a customer/channel.
Action
List message templatesList message templates for a customer.
Action
Make Phone CallInitiates an outbound phone call
Action
Send MessageSend a message to a contact phone number
Action
Send Template MessageSend a template message to a contact phone number
Action
Update campaignUpdate a campaign.
Action
Update contactUpdate a contact's fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
DocumentPro and AISA - AI Sales Assistant, answered
What can start an automation from DocumentPro?
Any of DocumentPro'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 AISA - AI Sales Assistant when something happens in DocumentPro?
Any of AISA - AI Sales Assistant's 15 actions, including Create Chat Conversation, Send Message, Send Template Message and Update campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from AISA - AI Sales Assistant to DocumentPro?
AISA - AI Sales Assistant has no triggers in the catalog today, so automations start in DocumentPro. If you need the other direction, ask: your agent reads AISA - AI Sales Assistant's API documentation and adds it.
Do I have to build a connector for DocumentPro or AISA - AI Sales Assistant?
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 DocumentPro and AISA - AI Sales Assistant 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.