--- title: "Connect Booqable to Plumsail Documents - APIANT.ai" description: "When \"Completed Payment\" fires in Booqable, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/booqable-to-plumsail-documents" --- # Connect Booqable to Plumsail Documents When **Completed Payment** fires in [Booqable](https://apiant.ai/connections/booqable), 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. Booqable **8** triggers Booqable **15** 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 Booqable 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 Booqable can start in Plumsail Documents - When **Completed Payment** in Booqable then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **New Customer** in Booqable 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 Booqable and Plumsail Documents ## Triggers and actions 8 triggers · 37 actions - Trigger **Completed Payment** Triggers when a payment is completed. - Trigger **Finalize Invoice** Triggers when an invoice is finalized. - Trigger **New Customer** Triggers when a new customer is added. - Trigger **New Product** Fires when a new product is created in the catalog. - Trigger **Reserved Order** Triggers when an order is reserved. - Trigger **Started Order** Triggers when an order is started. - Trigger **Stopped Order** Triggers when an order is stopped. - Trigger **Updated Order** Triggers when an order is updated. - Action **Create Coupon** Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items. - Action **Create Customer** Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields. - Action **Create Order** Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields. - Action **Find Customer - By ID** Returns one Booqable customer by its id, including the account's own customer custom fields. - Action **Find Customer - By Name or Email** Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both. - Action **Find Order - By ID** Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields. - Action **Find Product - By ID** Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields. - Action **List Customers** Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values. - Action **List Documents** Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer. - Action **List Locations** Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled. - Action **List Orders** Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer. - Action **List Payments** Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer. - Action **List Products** Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group. - Action **List Stock Items** Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location. - Action **Update Customer** Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields. - 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 - [ **Booqable** Booqable is cloud-based rental software to manage your business and accept online bookings.](https://apiant.ai/connections/booqable) - [ **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 Booqable - [ **Booqable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/booqable-to-slack) - [ **Booqable to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/booqable-to-pipedrive) - [ **Booqable to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/booqable-to-erpnext) - [ **Booqable to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/booqable-to-ip-api) - [ **Booqable to Stytch** User infrastructure for modern applications](https://apiant.ai/connect/booqable-to-stytch) - [ **Booqable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/booqable-to-hubspot) ## 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 ## Booqable and Plumsail Documents, answered ### ### What can start an automation from Booqable? Any of Booqable's 8 triggers in the catalog, including Completed Payment, New Customer, New Product and Updated Order. 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 Booqable? 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 Booqable? Plumsail Documents has no triggers in the catalog today, so automations start in Booqable. 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 Booqable 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 Booqable 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.