--- title: "Connect BotConversa and DocuGenerate - APIANT.ai" description: "When \"New Subscriber\" fires in BotConversa, your agent runs \"Update document\" in DocuGenerate." canonical: "https://apiant.ai/connect/botconversa-to-docugenerate" --- # Connect BotConversa and DocuGenerate When **New Subscriber** fires in [BotConversa](https://apiant.ai/connections/botconversa), your agent runs **Update document** in [DocuGenerate](https://apiant.ai/connections/docugenerate), or **New Document** in DocuGenerate to **Send Message** in BotConversa. Describe the whole flow and it is built, tested on every scenario and kept running. BotConversa **3** triggers BotConversa **9** 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 BotConversa 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 BotConversa and DocuGenerate can do together ### From BotConversa to DocuGenerate - When **New Subscriber** in BotConversa then **Update document** in DocuGenerate - When **New Tag** in BotConversa then **Generate Document** in DocuGenerate ### From DocuGenerate to BotConversa - When **New Document** in DocuGenerate then **Send Message** in BotConversa - When **New Document** in DocuGenerate then **Create a New Subscriber** in BotConversa 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 BotConversa and DocuGenerate ## Triggers and actions 4 triggers · 16 actions - Trigger **New Subscriber** Triggers when a new subscriber is added to your BotConversa bot. - Trigger **New Tag** Triggers when a new tag is created in your BotConversa account. - Trigger **Sequence Subscription** Triggers when a subscriber is subscribed to a sequence (a subscriber's sequence subscriptions change). - Action **Close Conversation** Closes the conversation with a BotConversa subscriber. - Action **Create a New Subscriber** Creates a new BotConversa subscriber from a phone number and name, with WhatsApp opt-in confirmed. - Action **Deletes Subscriber From a Sequence** Removes a subscriber from a sequence so they stop receiving its messages. - Action **Delete Tag From a Subscriber** Removes a tag from a BotConversa subscriber. - Action **Find Subscriber by Phone** Finds a BotConversa subscriber by phone number and returns their details, tags, sequences and custom field values. - Action **Open Conversation** Opens the conversation with a subscriber, optionally assigning it to a manager. - Action **Send Flow** Sends a chosen flow to a BotConversa subscriber. - Action **Send Message** Sends a text message or a file to a BotConversa subscriber over WhatsApp. - Action **Update Custom Field** Sets the value of a custom field on a BotConversa subscriber. - 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 - [ **BotConversa** BotConversa is a Chatbot builder for WhatsApp.](https://apiant.ai/connections/botconversa) - [ **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 BotConversa - [ **BotConversa to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/botconversa-to-hubspot) - [ **BotConversa to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/botconversa-to-salesforce) - [ **BotConversa to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/botconversa-to-slack) - [ **BotConversa to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/botconversa-to-google-sheets) - [ **BotConversa to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/botconversa-to-gmail) - [ **BotConversa to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/botconversa-to-google-calendar) ## 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 ## BotConversa and DocuGenerate, answered ### ### What can start an automation from BotConversa? Any of BotConversa's 3 triggers in the catalog, including New Subscriber, New Tag and Sequence Subscription. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocuGenerate when something happens in BotConversa? 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 BotConversa? Yes. When something happens in DocuGenerate, your agent can act in BotConversa too. This page covers both directions: DocuGenerate's triggers and BotConversa's actions are listed here as well. ### ### Do I have to build a connector for BotConversa 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 BotConversa 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.