--- title: "Connect Benetics and DocuGenerate - APIANT.ai" description: "When \"New Project\" fires in Benetics, your agent runs \"Update document\" in DocuGenerate, or \"New Document\" in DocuGenerate to \"Update Document\" in Benetics." canonical: "https://apiant.ai/connect/benetics-to-docugenerate" --- # Connect Benetics and DocuGenerate When **New Project** fires in [Benetics](https://apiant.ai/connections/benetics), your agent runs **Update document** in [DocuGenerate](https://apiant.ai/connections/docugenerate), or **New Document** in DocuGenerate to **Update Document** in Benetics. Describe the whole flow and it is built, tested on every scenario and kept running. Benetics **4** triggers Benetics **25** actions DocuGenerate **1** trigger DocuGenerate **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Benetics and DocuGenerate 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 Benetics and DocuGenerate can do together ### From Benetics to DocuGenerate - When **New Project** in Benetics then **Update document** in DocuGenerate - When **New Task** in Benetics then **Generate Document** in DocuGenerate ### From DocuGenerate to Benetics - When **New Document** in DocuGenerate then **Update Document** in Benetics - When **New Document** in DocuGenerate then **Add Task** in Benetics 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 Benetics and DocuGenerate ## Triggers and actions 5 triggers ยท 32 actions - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Updated Project** Triggers when a project is updated. - Trigger **Updated Task** Triggers when a task is updated. - Action **Add Plan Version** Upload a new version of a plan. - Action **Add Project Member** Add a member to a project. - Action **Add Task** Create a new task on a project. - Action **Create Project** Creates a new project. - Action **Delete Document** Delete a document. - Action **Delete Plan** Delete a plan. - Action **Delete Plan Version** Remove one version of a plan from a project. - Action **Delete Project** Delete a project. - Action **Delete Project Member** Remove a member from a project. - Action **Delete Task** Delete a task. - Action **Document Upload** Upload a document - Action **Get Project** Get a single project by id. - Action **Get Report** Get a single report by id. - Action **Get Task** Get a single task by id. - Action **List Members** List members of the organization. - Action **List Project Members** List members assigned to a project. - Action **List Projects** List projects in the organization. - Action **List Reports** List reports for a project. - Action **List Tasks** List tasks for a project. - Action **Plan Upload** Upload a plan - Action **Update Document** Update a document's fields. - Action **Update Plan** Update a plan's fields. - Action **Update Project** Update a project's fields. - Action **Update Task** Update a task's fields. - Action **Upload File** Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document. - Trigger **New Document** Triggered when a new document is generated from the selected template. - Action **Delete document** Deletes a generated document from DocuGenerate. - Action **Delete template** Deletes a DocuGenerate template by its ID. - Action **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. - Action **Get document** Returns a generated document by its ID, including its name, format, source template and download link. - Action **Get template** Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links. - Action **List documents** Returns all documents generated from a template, newest first. - Action **Update document** Renames a generated document and returns the updated document. ## Each app on its own - [ **Benetics** Benetics is a construction efficiency platform built in the cloud.](https://apiant.ai/connections/benetics) - [ **DocuGenerate** DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various...](https://apiant.ai/connections/docugenerate) Reviews ## What our customers say ## More from Benetics - [ **Benetics to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/benetics-to-supabase) - [ **Benetics to Emelia** Emelia is an all-in-one cold-emailing tool where you can scale easily your cold email, scrape data, and find...](https://apiant.ai/connect/benetics-to-emelia) - [ **Benetics to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/benetics-to-ip2location) - [ **Benetics to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/benetics-to-hubspot) - [ **Benetics to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/benetics-to-salesforce) - [ **Benetics to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/benetics-to-slack) ## More into DocuGenerate - [ **ActiveCampaign to DocuGenerate** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docugenerate) - [ **Airtable to DocuGenerate** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docugenerate) - [ **Asana to DocuGenerate** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docugenerate) - [ **ClickUp to DocuGenerate** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-docugenerate) - [ **Discord to DocuGenerate** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docugenerate) - [ **Brevo to DocuGenerate** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-docugenerate) Questions ## Benetics and DocuGenerate, answered ### ### What can start an automation from Benetics? Any of Benetics's 4 triggers in the catalog, including New Project, New Task, Updated Project and Updated Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocuGenerate when something happens in Benetics? 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 Benetics? Yes. When something happens in DocuGenerate, your agent can act in Benetics too. This page covers both directions: DocuGenerate's triggers and Benetics's actions are listed here as well. ### ### Do I have to build a connector for Benetics 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 Benetics 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.