Integration
Connect Outlign and Paperless
When Milestone Created fires in Outlign, your agent runs Create Document (From Template) in Paperless, or Document updated in Paperless to Create Task in Outlign. 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 Outlign and Paperless 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 Outlign and Paperless can do together
From Outlign to Paperless
When Milestone Created in Outlign
then Create Document (From Template) in Paperless
When Milestone Updated in Outlign
then Update Document in Paperless
From Paperless to Outlign
When Document updated in Paperless
then Create Task in Outlign
When New document created in Paperless
then Update Task in Outlign
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 Outlign and Paperless
Triggers and actions 10 triggers · 19 actions
Trigger
Milestone CreatedTriggers when a new milestone is created.
Trigger
Milestone UpdatedTriggers when a milestone is updated.
Trigger
New ClientTriggers when a new client is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Section UpdatedTriggers when a section / phase is updated.
Trigger
Task CompletedTriggers when a task is marked as completed.
Trigger
Task Due Date UpdatedTriggers when a task's due date is updated.
Action
Create ClientCreates a new client.
Action
Create Milestonecreates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).
Action
Create ProjectCreates a new project from scratch.
Action
Create SectionCreates a new section / phase in a project.
Action
Create TaskCreates a new task in a project.
Action
Find ClientFinds a client by name.
Action
Find ProjectFinds a project by name within a specific client.
Action
Find SectionFinds sections / phases by title within a specific project.
Action
Find TaskFinds tasks by title within a specific section.
Action
Get MilestoneReturns a milestone with its title, due date, description, color and project.
Action
Update Milestoneupdates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.
Action
Update Sectionupdates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.
Action
Update Taskupdates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.
Trigger
Document updatedFires when a document is updated (e.g. name changed). Backed by the document.updated webhook event.
Trigger
New document createdFires when a new document is created. Backed by the document.created webhook event.
Action
Create Document (From Template)Creates a new Paperless document from an existing template, optionally filling in recipients, form-field defaults and variables, and optionally sending it right away.
Action
Delete DocumentPermanently delete a document by ID.
Action
Get DocumentRetrieves a single Paperless document by its id.
Action
Get TemplateRetrieves a single Paperless template by its id.
Action
List TemplatesList all templates the API key's integration has access to, used to pick a template_id before creating a document.
Action
Update DocumentUpdates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched.
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
More from Outlign
Outlign to HippoHippo is a customer support and engagement automation tool that helps you create tickets, campaigns and...
Outlign to Zoho SignZoho Sign is a complete digital signature app for generating and managing legally binding business documents...
Outlign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Outlign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Outlign to StripeStripe is a payment processing platform for online businesses.
Outlign to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Paperless
Gmail to PaperlessGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Drive to PaperlessGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Erpnext to PaperlessOpen-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.
HubSpot to PaperlessHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PaperlessGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Google Calendar to PaperlessGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Outlign and Paperless, answered
What can start an automation from Outlign?
Any of Outlign's 8 triggers in the catalog, including Milestone Created, Milestone Updated, New Client and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Paperless when something happens in Outlign?
Any of Paperless's 6 actions, including Create Document (From Template), Update Document, Get Document and Get Template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Paperless to Outlign?
Yes. When something happens in Paperless, your agent can act in Outlign too. This page covers both directions: Paperless's triggers and Outlign's actions are listed here as well.
Do I have to build a connector for Outlign or Paperless?
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 Outlign and Paperless 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.