Integration
Connect BatchLeads and DocuGenerate
When Phone Call Not Answered fires in BatchLeads, your agent runs Update document in DocuGenerate, or New Document in DocuGenerate to List lead statuses in BatchLeads. 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 BatchLeads and DocuGenerate to do together?
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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 BatchLeads and DocuGenerate can do together
From BatchLeads to DocuGenerate
When Phone Call Not Answered in BatchLeads
then Update document in DocuGenerate
From DocuGenerate to BatchLeads
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 BatchLeads and DocuGenerate
Triggers and actions 2 triggers · 12 actions
- Phone Call Not Answered
Triggers when a BatchDialer phone call is logged with an outcome other than answered, such as no answer or busy.
- Add list
Creates a new list in BatchLeads with the given name.
- Add Phone Number to DNC
Adds a phone number to your BatchLeads Do Not Contact (DNC) list so it is excluded from SMS outreach.
- Add Property
Adds a single property to your BatchLeads account, with its owner mailing address, contact details and optional list assignment.
- List lead statuses
Returns the lead statuses available for properties in the BatchLeads account.
- Remove Tag From a Property
Removes a tag from a property in BatchLeads.
- New Document
Triggered when a new document is generated from the selected template.
- 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.
- Update document
Renames a generated document and returns the updated document.
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
BatchLeads and DocuGenerate, answered
What can start an automation from BatchLeads?
Any of BatchLeads's 1 trigger in the catalog, including Phone Call Not Answered. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuGenerate when something happens in BatchLeads?
Any of DocuGenerate's 7 actions, including Update document, Generate 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 DocuGenerate to BatchLeads?
Yes. When something happens in DocuGenerate, your agent can act in BatchLeads too. This page covers both directions: DocuGenerate's triggers and BatchLeads's actions are listed here as well.
Do I have to build a connector for BatchLeads 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 BatchLeads 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.