Integration
Connect Act! and DocuGenerate
When Contact Updated fires in Act!, your agent runs Update document in DocuGenerate, or New Document in DocuGenerate to Add Contact in Act!. 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 Act! and DocuGenerate 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 Act! and DocuGenerate can do together
From Act! to DocuGenerate
When Contact Updated in Act!
then Update document in DocuGenerate
From DocuGenerate to Act!
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 Act! and DocuGenerate
Triggers and actions 6 triggers · 36 actions
- Contact Updated
Triggers when an Act! contact is created or updated.
- New Company
Triggers when a new company is created in Act!.
- New Contact
Triggers when a new contact is created in Act!.
- New Opportunity
Triggers when a new opportunity is created in Act!.
- Add Activity
Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.
- Add Company
Creates a new company in Act!.
- Add Contact
Creates a new contact in your Act! database.
- Add Group
Creates a new group in Act!.
- Add History
Records a history item (a logged interaction) in Act!, optionally on a contact.
- Add Note
Adds a note in Act!, optionally attached to a contact.
- Add Opportunity
Creates a new sales opportunity in Act!.
- Delete company
Deletes an existing company from your Act! database.
- Delete Contact
Deletes an Act! contact by its ID.
- Delete group
Deletes an existing group in Act!.
- Delete note
Deletes an existing note in Act!.
- Delete opportunity
Deletes an opportunity from your Act! database.
- Find Company
Finds companies in Act! by exact name.
- Find Contact
Finds contacts in Act! by email address.
- Find Group
Finds groups in Act! by exact name.
- Get company
Returns a single Act! company by its ID, including its addresses, contact details and custom fields.
- Get Contact
Returns one Act! contact by its ID.
- Get group
Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.
- Get opportunity
Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.
- List companies
Returns the companies in your Act! database, optionally filtered and sorted.
- List contacts
Returns contacts from your Act! database, optionally filtered and sorted.
- Update company
Updates an existing company in Act!, changing only the fields you fill in.
- Update Contact
Updates the fields you supply on an existing Act! contact.
- Update group
Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.
- Update note
Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.
- Update Opportunity
Updates the fields you supply on an existing Act! opportunity.
- New Document
Triggered when a new document is generated from the selected template.
- New Template
Triggers when a new template is created in your DocuGenerate account.
- Create Template
Creates a DocuGenerate template from an uploaded .docx, .doc, .odt, .rtf, .txt or .sql file, returning the template and the tags found in it.
- Delete document
Deletes a generated document from DocuGenerate.
- Delete template
Deletes a DocuGenerate template by its ID.
- Generate Document
Generates a document from a DocuGenerate template by filling its tags with your data, and returns the stored document with its download link.
- Get document
Returns a generated document by its ID, including its name, format, source template and download link.
- Get template
Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links.
- List documents
Returns all documents generated from a template, newest first.
- List templates
Returns all document templates in the account, newest first, optionally limited to one folder.
- Update document
Renames a generated document and returns the updated document.
- Update template
Updates a template's name, file, tag delimiters, folder, region or settings.
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
Act! and DocuGenerate, answered
What can start an automation from Act!?
Any of Act!'s 4 triggers in the catalog, including Contact Updated, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuGenerate when something happens in Act!?
Any of DocuGenerate's 10 actions, including Create Template, Update document, Update template and Generate Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuGenerate to Act!?
Yes. When something happens in DocuGenerate, your agent can act in Act! too. This page covers both directions: DocuGenerate's triggers and Act!'s actions are listed here as well.
Do I have to build a connector for Act! or DocuGenerate?
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 Act! and DocuGenerate 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.