--- title: "Connect Algolia to Plumsail Documents - APIANT.ai" description: "When \"Browse Records\" fires in Algolia, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/algolia-to-plumsail-documents" --- # Connect Algolia to Plumsail Documents When **Browse Records** fires in [Algolia](https://apiant.ai/connections/algolia), your agent runs **Convert CSV to Excel File (XLSX)** in [Plumsail Documents](https://apiant.ai/connections/plumsail-documents). Describe the whole flow and it is built, tested on every scenario and kept running. Algolia **1** trigger Algolia **28** actions Plumsail Documents **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Algolia and Plumsail Documents 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 Algolia can start in Plumsail Documents - When **Browse Records** in Algolia then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **Browse Records** in Algolia then **Add HTML Watermark to PDF** in Plumsail Documents 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 Algolia and Plumsail Documents ## Triggers and actions 1 trigger · 50 actions - Trigger **Browse Records** Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter. - Action **Add or Replace Record** Adds a record to an Algolia index, or replaces the existing record with the same object ID. - Action **Batch Indexing** Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID. - Action **Batch Multiple Indices** Adds, updates, or deletes records across multiple Algolia indices in a single request. - Action **Batch Save Query Rules** Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first. - Action **Batch Save Synonyms** Creates or replaces a batch of synonyms on an Algolia index. - Action **Check Task Status** Returns whether an Algolia indexing task on an index has finished (published) or is still pending. - Action **Clear All Synonyms** Deletes all synonyms from an Algolia index. - Action **Clear Index (Delete All Records)** Deletes every record from an Algolia index while keeping its settings, synonyms and rules. - Action **Copy or Move Index** Copies or moves (renames) an Algolia index to a destination index within the same application. - Action **Delete Index** Deletes an Algolia index together with all its records and settings. - Action **Delete Query Rule** Deletes a query rule from an Algolia index by its ID. - Action **Delete Record** Deletes a single record from an Algolia index by its object ID. - Action **Delete Records by Query** Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused. - Action **Delete Synonym** Deletes a synonym from an Algolia index by its ID. - Action **Find Query Rule** Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence. - Action **Find Record** Returns one record from an Algolia index by its object ID. - Action **Find Synonym** Finds a synonym in an Algolia index by its ID and returns its type, words and replacements. - Action **Get Index Settings** Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting. - Action **Get Records (Batch)** Retrieves one or more records by object ID, potentially from different indices, in a single call. - Action **List Indices** Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time. - Action **Partial Update Record** Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged. - Action **Save Record (Auto Object ID)** Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists. - Action **Save Synonym** Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID. - Action **Search for Facet Values** Searches the values of a facet attribute in an index and returns the matching facet values with their record counts. - Action **Search Index** Searches one Algolia index and returns the matching records (hits) with result counts. - Action **Search Multiple Indices** Runs several search queries against one or more indices in a single request and returns each query's results in the same order. - Action **Search Synonyms** Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count. - Action **Update Index Settings** Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed. - Action **Add HTML Watermark to PDF** Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF. - Action **Add Image Watermark to PDF** Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF. - Action **Add PDF Watermark to PDF** Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result. - Action **Add Text Watermark to PDF** Adds a text watermark to a PDF and returns a download link to the watermarked file. - Action **Compress PDF** Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF. - Action **Convert CSV to Excel File (XLSX)** Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result. - Action **Convert DOC to DOCX** Converts a legacy Word DOC document into a DOCX file and returns a download link to the result. - Action **Convert DOCX to PDF** Converts a Word DOCX document to PDF and returns a download link to the PDF. - Action **Convert PPT to PPTX** Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file. - Action **Convert PPTX to PDF** Converts a PowerPoint PPTX presentation into a PDF file and returns a download link. - Action **Convert to PDF** Converts a document from a public URL into a PDF file and returns a download link to the PDF. - Action **Convert XLS to XLSX** Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result. - Action **Convert XLSX to PDF** Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result. - Action **Fill in PDF Form** Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF. - Action **Fill Merge Fields in DOCX Document** Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document. - Action **Generate Document From DOCX Template** Creates a document from a Word DOCX template filled with your data and returns a download link to the result. - Action **Generate Document From Fillable PDF** Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result. - Action **Generate Document From PPTX Template** Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result. - Action **Generate Document From XLSX Template** Creates a document from an Excel XLSX template filled with your data and returns a download link to the result. - Action **Merge Any Files Into PDF** Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link. - Action **Merge DOCX Files** Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result. - Action **Protect PDF** Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF. ## Each app on its own - [ **Algolia** Algolia is a search and discovery platform for fast, relevant search and AI-powered recommendations across...](https://apiant.ai/connections/algolia) - [ **Plumsail Documents** Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms.](https://apiant.ai/connections/plumsail-documents) Reviews ## What our customers say ## More from Algolia - [ **Algolia to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/algolia-to-hubspot) - [ **Algolia to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/algolia-to-salesforce) - [ **Algolia to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/algolia-to-slack) - [ **Algolia to Google Sheets** Google Sheets](https://apiant.ai/connect/algolia-to-google-sheets) - [ **Algolia to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/algolia-to-gmail) - [ **Algolia to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/algolia-to-google-calendar) ## More into Plumsail Documents - [ **HubSpot to Plumsail Documents** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plumsail-documents) - [ **Salesforce to Plumsail Documents** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-plumsail-documents) - [ **Slack to Plumsail Documents** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-plumsail-documents) - [ **Google Sheets to Plumsail Documents** Google Sheets](https://apiant.ai/connect/google-sheets-to-plumsail-documents) - [ **Gmail to Plumsail Documents** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plumsail-documents) - [ **Google Calendar to Plumsail Documents** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plumsail-documents) Questions ## Algolia and Plumsail Documents, answered ### ### What can start an automation from Algolia? Any of Algolia's 1 trigger in the catalog, including Browse Records. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Plumsail Documents when something happens in Algolia? Any of Plumsail Documents's 22 actions, including Add HTML Watermark to PDF, Add Image Watermark to PDF, Add PDF Watermark to PDF and Add Text Watermark to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plumsail Documents to Algolia? Plumsail Documents has no triggers in the catalog today, so automations start in Algolia. If you need the other direction, ask: your agent reads Plumsail Documents's API documentation and adds it. ### ### Do I have to build a connector for Algolia or Plumsail Documents? 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 Algolia and Plumsail Documents 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.