--- title: "Connect BlueSuite to Plumsail Documents - APIANT.ai" description: "When \"New Invoice\" fires in BlueSuite, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/bluesuite-to-plumsail-documents" --- # Connect BlueSuite to Plumsail Documents When **New Invoice** fires in [BlueSuite](https://apiant.ai/connections/bluesuite), 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. BlueSuite **7** triggers BlueSuite **17** 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 BlueSuite 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 BlueSuite can start in Plumsail Documents - When **New Invoice** in BlueSuite then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **New Job** in BlueSuite 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 BlueSuite and Plumsail Documents ## Triggers and actions 7 triggers · 39 actions - Trigger **Invoice Paid** Triggers when a BlueSuite invoice is moved to Paid. - Trigger **Invoice Sent** Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice. - Trigger **New Invoice** Triggers when a new invoice is created in your BlueSuite workspace. - Trigger **New Job** Triggers when a new job is created in BlueSuite. - Trigger **New or Updated Request** Triggers when a request is created or updated in BlueSuite, depending on the event you choose. - Trigger **New Quote** Triggers when a new quote is created in BlueSuite. - Trigger **Quote Accepted** Triggers when a quote is accepted in BlueSuite. - Action **Add contact** Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact. - Action **Add event** Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members. - Action **Add invoice** Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client. - Action **Add job** Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings. - Action **Add payment** Records a payment or deposit against an invoice or quote in BlueSuite. - Action **Add quote** Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer. - Action **Get contact** Returns a single BlueSuite contact by its ID, including its details and custom field values. - Action **Get event** Returns a single BlueSuite event, appointment, task or visit by its ID. - Action **Get invoice** Returns a single BlueSuite invoice by its ID, including line items, payment and balance information. - Action **Get job** Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields. - Action **Get quote** Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields. - Action **List contacts** Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags. - Action **List invoices** Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses. - Action **List jobs** Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text. - Action **List quotes** Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text. - Action **Update contact** Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed. - Action **Update job** Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left 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 - [ **BlueSuite** BlueSuite is an all-in-one business platform for home service pros.](https://apiant.ai/connections/bluesuite) - [ **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 BlueSuite - [ **BlueSuite to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bluesuite-to-hubspot) - [ **BlueSuite to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bluesuite-to-salesforce) - [ **BlueSuite to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bluesuite-to-slack) - [ **BlueSuite to Google Sheets** Google Sheets](https://apiant.ai/connect/bluesuite-to-google-sheets) - [ **BlueSuite to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bluesuite-to-gmail) - [ **BlueSuite to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bluesuite-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 ## BlueSuite and Plumsail Documents, answered ### ### What can start an automation from BlueSuite? Any of BlueSuite's 7 triggers in the catalog, including New Invoice, New Job, New or Updated Request and New Quote. 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 BlueSuite? 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 BlueSuite? Plumsail Documents has no triggers in the catalog today, so automations start in BlueSuite. 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 BlueSuite 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 BlueSuite 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.