Integration
Connect Assembly.com to Plumsail Documents
When Client Created fires in Assembly.com, your agent runs Convert CSV to Excel File (XLSX) in Plumsail Documents. 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 Assembly.com and Plumsail Documents to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Assembly.com can start in Plumsail Documents
When Client Created in Assembly.com
then Convert CSV to Excel File (XLSX) 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 Assembly.com and Plumsail Documents
Triggers and actions 55 triggers · 49 actions
- Client Activated
Triggers when a client authenticates in the Assembly for the first time
- Client Created
Triggers when a new client is created.
- Client Updated
High-frequency trigger for each client user update.
- Company Created
Triggers when a company gets created in the Assembly for the first time
- Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
- Contract Requested
Triggers when a contract is assigned to a client.
- Contract Signed
Triggers when a contract is signed.
- File Created
Triggers when a file gets created within a file channel
- File Updated
Triggers when a file has been updated within a file channel
- Folder Created
Triggers when a folder gets created within a file channel
- Folder Deleted
Triggers when a folder gets deleted within a file channel
- Folder Updated
Triggers when a folder gets updated within a file channel
- Form Response Completed
Triggers when a form response has been completed by a recipient
- Internal User Created
Triggers when a new internal user is created.
- Invoice Created
Triggers when an invoice is created
- Invoice Deleted
Triggers when an invoice is deleted
- Invoice Paid
Triggers when an invoice is paid
- Invoice Sent
Triggers when an invoice is sent
- Invoice Updated
Triggers when an invoice is updated
- Invoice Voided
Triggers when an invoice is voided
- Link Created
Triggers when a link gets created within a file channel
- Link Updated
Triggers when a link gets updated within a file channel
- List Clients
Lists the clients.
- List Companies
Lists the companies.
- List Form Responses
List Form Responses for a specific form
- List Invoice Templates
Lists the invoice templates.
- List Message Channels
Lists the message channels.
- List Messages
Lists messages in a channel
- List Notes
Lists notes in a workspace.
- List Payments
Lists the payments.
- List Prices
Lists the prices.
- List Products
Lists the products.
- List Subscriptions
Lists the subscriptions.
- List Subscription Templates
Lists the subscription templates.
- List Task Comments
Lists task comments in a workspace.
- List Tasks
Lists tasks in a workspace.
- List Task Templates
Lists task templates in a workspace.
- Message Channel Created
Triggers when a new message channel is created.
- Message Channel Deleted
Triggers when a message channel is deleted.
- Message Sent
Triggers when a message gets sent in any channels belonging to the portal
- Note Created
Triggers when a new note is created.
- Note Updated
Triggers when a note is updated.
- Notification Created
Triggers when a new notification is created.
- Payment Failed
Triggers when a payment is failed for an invoice
- Payment Succeeded
Triggers when a payment is successful for an invoice
- Price Created
Triggers when a price is created
- Product Created
Triggers when a product is created
- Product Updated
Triggers when a product is updated
- Subscription Canceled
Triggers when an subscription is canceled
- Subscription Created
Triggers when an subscription is created
- Task Archived
Triggers when a task gets archived in your workspace.
- Task Completed
Triggers when a task gets completed in your workspace.
- Task Created
Triggers when a task gets created in your workspace.
- Task Deleted
Triggers when a task gets deleted in your workspace.
- Task Updated
Triggers when a task gets updated in your workspace.
- Create Client
Creates a new client.
- Create Company
Creates a new company.
- Create File
Creates a file in a specified files channel.
- Create Folder
Creates a folder in a specified file channel.
- Create Link
Creates a link in a specified files channel.
- Create Message Channel
Creates a new message channel.
- Create Note
Creates a new note.
- Find a Client
Search for a client by ID, email, or company.
- Find a Company
Search for a company by ID or name.
- Find a File
Search for a file by ID.
- Find a Form
Search for a Form by ID.
- Find a Message Channel
Search for a message channel by ID or by filters
- Find an Internal User
Search for an internal user by ID.
- Find an Invoice
Search for an invoice by ID.
- Find a Note
Search for a note by ID or by filters
- Find a Price
Search for a Price by ID.
- Find a Product
Search for a Product by ID.
- Find a Subscription
Search for a Subscription by ID.
- Find a Task
Search for a task by ID or by filters
- Find a Task Comment
Search for a task comment by ID
- Find a Task Template
Search for a task template by ID or by filters
- Request Form Responses
Ask clients to fill out a form.
- Send Message
Create and send a message to a designated message channel.
- Update Client
Update a client
- Update Company
Update the name of a company
- Update Internal User
Update an internal user
- Update Note
Update the title and content of a note.
- Add HTML Watermark to PDF
Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.
- 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.
- 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.
- Add Text Watermark to PDF
Adds a text watermark to a PDF and returns a download link to the watermarked file.
- Compress PDF
Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.
- Convert CSV to Excel File (XLSX)
Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.
- Convert DOC to DOCX
Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.
- Convert DOCX to PDF
Converts a Word DOCX document to PDF and returns a download link to the PDF.
- Convert PPT to PPTX
Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.
- Convert PPTX to PDF
Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.
- Convert to PDF
Converts a document from a public URL into a PDF file and returns a download link to the PDF.
- Convert XLS to XLSX
Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.
- Convert XLSX to PDF
Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Merge Any Files Into PDF
Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.
- Merge DOCX Files
Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.
- Protect PDF
Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Assembly.com and Plumsail Documents, answered
What can start an automation from Assembly.com?
Any of Assembly.com's 55 triggers in the catalog, including Client Created, Client Updated, Company Created and Company Custom Fields Updated. 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 Assembly.com?
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 Assembly.com?
Plumsail Documents has no triggers in the catalog today, so automations start in Assembly.com. 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 Assembly.com 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.
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.