--- title: "Connect CATS to Plumsail Documents - APIANT.ai" description: "When \"Candidate Updated\" fires in CATS, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/cats-to-plumsail-documents" --- # Connect CATS to Plumsail Documents When **Candidate Updated** fires in [CATS](https://apiant.ai/connections/cats), 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. CATS **14** triggers CATS **22** 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 CATS 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 CATS can start in Plumsail Documents - When **Candidate Updated** in CATS then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **Company Status Changed** in CATS 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 CATS and Plumsail Documents ## Triggers and actions 14 triggers · 44 actions - Trigger **Candidate Updated** Triggers when a candidate is updated in CATS. - Trigger **Company Status Changed** Triggers when a company's status is changed in CATS. - Trigger **Company Updated** Triggers when a company is updated in CATS. - Trigger **Contact Status Changed** Triggers when a contact's status changes in CATS. - Trigger **Contact Updated** Triggers when a contact is updated in CATS. - Trigger **Custom Trigger** Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user). - Trigger **Job Status Changed** Triggers when a job's status changes in CATS, returning the job with its previous and new status ids. - Trigger **New Activity** Triggers when a new activity (call, email, meeting, note) is logged in CATS. - Trigger **New Candidate** Triggers when a new candidate is created in CATS. - Trigger **New Company** Triggers when a new company is created in CATS. - Trigger **New Contact** Triggers when a new contact is created in CATS. - Trigger **New Job** Triggers when a new job order is created in CATS. - Trigger **New Pipeline** Triggers when a candidate is added to a job's pipeline in CATS. - Trigger **Pipeline Updated** Triggers when a pipeline (a candidate's placement on a job) is updated in CATS. - Action **Add Candidate to Pipeline** Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id. - Action **Change Company Status** Changes the status of a company in CATS, optionally choosing which status-change triggers fire. - Action **Change Contact Status** Changes the status of a contact in CATS, optionally choosing which status triggers fire. - Action **Change Job Status** Changes the status of a job in CATS, optionally choosing which status triggers fire. - Action **Create a Candidate** Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values. - Action **Create a Company** Creates a new company record in CATS and returns its ID. - Action **Create a Contact** Creates a contact in CATS linked to a company and owner, and returns the new contact's ID. - Action **Create a Job** Creates a new job order in CATS and returns its ID. - Action **Create a Task** Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user. - Action **Find a Candidate** Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records. - Action **Find a Company** Searches CATS companies by text and returns the matching companies. - Action **Find a Contact** Searches CATS contacts by text and returns the matching contacts. - Action **Find a Job** Searches CATS jobs by text and returns the matching jobs. - Action **Find a User** Finds CATS users whose email, username or name matches the search term. - Action **Get Activity** Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against. - Action **Get Pipeline** Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating. - Action **Get Task** Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns. - Action **Log Candidate Activity** Logs an activity (call, email, meeting or other) against a candidate in CATS. - Action **Update Candidate** Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values. - Action **Update Company** Updates an existing company in CATS, including its name, owner, contact details, address and custom field values. - Action **Update Contact** Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values. - Action **Update Pipeline** Updates the rating of a candidate's pipeline record on a job in CATS. - 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 - [ **CATS** CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job...](https://apiant.ai/connections/cats) - [ **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 CATS - [ **CATS to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cats-to-hubspot) - [ **CATS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cats-to-salesforce) - [ **CATS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cats-to-slack) - [ **CATS to Google Sheets** Google Sheets](https://apiant.ai/connect/cats-to-google-sheets) - [ **CATS to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cats-to-gmail) - [ **CATS to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cats-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 ## CATS and Plumsail Documents, answered ### ### What can start an automation from CATS? Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. 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 CATS? 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 CATS? Plumsail Documents has no triggers in the catalog today, so automations start in CATS. 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 CATS 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 CATS 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.