--- title: "Connect Breeze to Plumsail Documents - APIANT.ai" description: "When \"New Project\" fires in Breeze, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/breeze-to-plumsail-documents" --- # Connect Breeze to Plumsail Documents When **New Project** fires in [Breeze](https://apiant.ai/connections/breeze), 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. Breeze **6** triggers Breeze **30** 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 Breeze 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 Breeze can start in Plumsail Documents - When **New Project** in Breeze then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **New Task** in Breeze 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 Breeze and Plumsail Documents ## Triggers and actions 6 triggers · 52 actions - Trigger **New Project** Triggers when a new project is created in Breeze. - Trigger **New Task** Triggers when a new task is created in the selected Breeze project. - Trigger **Project Renamed** Triggers when a Breeze project is given a new name. - Trigger **Tag Added to Task** Triggers when a tag is added to a task in the selected Breeze project. - Trigger **Task Moved** Triggers when a task is moved to a different list in the selected Breeze project. - Trigger **Task Status Updated** Triggers when a task's status changes in the selected Breeze project. - Action **Add comment** Adds a comment to a task in a Breeze project. Returns the comment that was created. - Action **Add list** Adds a new list to a Breeze project. Returns the list that was created. - Action **Add time entry** Logs a time entry against a task in a Breeze project. Returns the time entry that was created. - Action **Add todo** Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created. - Action **Create New Project** Creates a new project in Breeze. Returns the project that was created. - Action **Create New Task** Creates a new task (card) in a Breeze project. Returns the task that was created. - Action **Delete card** Deletes a task (card) from a Breeze project. - Action **Delete comment** Deletes a comment from a task in a Breeze project. - Action **Delete list** Deletes a list from a Breeze project. - Action **Delete project** Deletes a project from Breeze. - Action **Delete time entry** Deletes a time entry from a task in a Breeze project. - Action **Delete todo** Deletes a checklist item from a task in a Breeze project. - Action **Find Project** Returns the Breeze projects whose name contains the text you supply. - Action **Generate time tracking report** Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags. - Action **Get card** Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values. - Action **Get project** Returns a single Breeze project, including its budget, members and tracked time. - Action **List cards** Returns the tasks (cards) in a Breeze project, 100 per page. - Action **List comments** Returns the comments on a task in a Breeze project. - Action **List lists** Returns the lists in a Breeze project. - Action **List projects** Returns all active projects in the Breeze account. - Action **List time entries** Returns the time entries logged against a task in a Breeze project. - Action **List todos** Returns the items on a checklist of a task in a Breeze project. - Action **List users** Returns the people on your Breeze team. - Action **Move card** Moves a task to another list, or to another position within its list. - Action **Update card** Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task. - Action **Update comment** Changes the text of a comment on a task in a Breeze project. Returns the updated comment. - Action **Update list** Renames a list in a Breeze project. Returns the updated list. - Action **Update project** Updates a Breeze project. Only the values you supply are changed. Returns the updated project. - Action **Update time entry** Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry. - Action **Update todo** Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item. - 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 - [ **Breeze** Breeze is a simple project management tool that enables teams to plan, track and organize their work.](https://apiant.ai/connections/breeze) - [ **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 Breeze - [ **Breeze to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/breeze-to-gohighlevel) - [ **Breeze to OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connect/breeze-to-oncehub) - [ **Breeze to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/breeze-to-hubspot) - [ **Breeze to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/breeze-to-salesforce) - [ **Breeze to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/breeze-to-slack) - [ **Breeze to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/breeze-to-gmail) ## 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 ## Breeze and Plumsail Documents, answered ### ### What can start an automation from Breeze? Any of Breeze's 6 triggers in the catalog, including New Project, New Task, Tag Added to Task and Task Moved. 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 Breeze? 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 Breeze? Plumsail Documents has no triggers in the catalog today, so automations start in Breeze. 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 Breeze 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 Breeze 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.