Integration
Connect Cometly and DocuGenerate
When New Contact fires in Cometly, your agent runs Update document in DocuGenerate, or New Document in DocuGenerate to Create Contact in Cometly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Cometly and DocuGenerate to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Cometly and DocuGenerate can do together
From Cometly to DocuGenerate
When New Contact in Cometly
then Update document in DocuGenerate
From DocuGenerate to Cometly
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 Cometly and DocuGenerate
Triggers and actions 3 triggers · 26 actions
- New Contact
Triggers when a new contact appears in Cometly.
- Attach Contact to Company
Attaches a Cometly contact to a company.
- Create Contact
Creates a contact in Cometly with an email address and optional name, phone and location.
- Delete Contact PII
Deletes a Cometly contact's personal data (privacy request).
- Delete Event
Deletes a Cometly conversion event.
- Detach Contact from Company
Removes the company from a Cometly contact.
- Find Contact by Email
Finds a Cometly contact by email address.
- Get Company
Returns one Cometly company by its ID.
- Get Contact
Returns one Cometly contact by its ID, with emails, names, phones and custom fields.
- Get Event
Returns one Cometly conversion event by its ID.
- List Companies
Returns a page of Cometly companies.
- List Contacts
Returns a page of Cometly contacts.
- List Events
Returns Cometly conversion events that happened between a start and end date.
- Send Event
Sends a conversion event (such as a purchase or lead) to Cometly for attribution, matched to a contact by email or tracking token.
- Update Company
Updates a Cometly company's name, domain or external ID.
- Update Contact
Updates a Cometly contact's email, name, phone or location.
- Update Event
Updates the revenue amount of a Cometly conversion event.
- New Document
Triggered when a new document is generated from the selected template.
- New Template
Triggers when a new template is created in your DocuGenerate account.
- Create Template
Creates a DocuGenerate template from an uploaded .docx, .doc, .odt, .rtf, .txt or .sql file, returning the template and the tags found in it.
- Delete document
Deletes a generated document from DocuGenerate.
- Delete template
Deletes a DocuGenerate template by its ID.
- 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.
- Get document
Returns a generated document by its ID, including its name, format, source template and download link.
- Get template
Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links.
- List documents
Returns all documents generated from a template, newest first.
- List templates
Returns all document templates in the account, newest first, optionally limited to one folder.
- Update document
Renames a generated document and returns the updated document.
- Update template
Updates a template's name, file, tag delimiters, folder, region or settings.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Cometly and DocuGenerate, answered
What can start an automation from Cometly?
Any of Cometly's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuGenerate when something happens in Cometly?
Any of DocuGenerate's 10 actions, including Create Template, Update document, Update template and Generate Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuGenerate to Cometly?
Yes. When something happens in DocuGenerate, your agent can act in Cometly too. This page covers both directions: DocuGenerate's triggers and Cometly's actions are listed here as well.
Do I have to build a connector for Cometly 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 Cometly 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.