--- title: "Connect Commerce Layer to Plumsail Documents - APIANT.ai" description: "When \"New Attachment\" fires in Commerce Layer, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/commerce-layer-to-plumsail-documents" --- # Connect Commerce Layer to Plumsail Documents When **New Attachment** fires in [Commerce Layer](https://apiant.ai/connections/commerce-layer), 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. Commerce Layer **13** triggers Commerce Layer **28** 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 Commerce Layer 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 Commerce Layer can start in Plumsail Documents - When **New Attachment** in Commerce Layer then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **New Customer** in Commerce Layer 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 Commerce Layer and Plumsail Documents ## Triggers and actions 13 triggers · 50 actions - Trigger **New Attachment** Triggers when a new Attachment is created. - Trigger **New Customer** Triggers when a new Customer is created. - Trigger **New Customer Address Event** Triggers when a customer address is created. - Trigger **New Customer Password Reset Event** Triggers when a customer password reset is requested. - Trigger **New Customer Subscription Event** Triggers when a given customer_subscription event (one of create or destroy) is fired. - Trigger **New Price** Triggers when a new Price is created. - Trigger **New Price Import** Fires when a new price import is created in Commerce Layer. - Trigger **New Price List** Triggers when a new Price List is created. - Trigger **New Shipping Category** Triggers when a Shipping Category is created. - Trigger **New SKU** Triggers when a new SKU is created. - Trigger **New SKU Import** Triggers when a new SKU import is created. - Trigger **New Stock Item Import** Triggers when a new Stock Item import is created. - Trigger **New Stock Transfer Event** Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired). - Action **Add Customer Address** Adds an existing address to a customer's address book. - Action **Add Customer Password Reset** Requests a password reset for a customer, returning the reset token to send them. - Action **Add Customer Subscription** Subscribes a customer email to a list, identified by a reference such as a newsletter id. - Action **Add Stock Transfer** Moves a quantity of a SKU from one stock location to another. - Action **Balance Change Gift Card** Change balance of a gift card. - Action **Create Address** Creates a postal address that can be attached to customers, orders and stock locations. - Action **Create Attachment** Creates a new Attachment. - Action **Create Customer** Creates a new Customer. - Action **Create Gift Card** Creates a new Gift Card. - Action **Create Price Import** Creates a new Price Import. - Action **Create Price List** Creates a new Price List. - Action **Create SKU** Creates a new SKU. - Action **Find Attachment** Finds a Attachment by name. - Action **Find Customer** Finds a customer by id or reference. - Action **Find Gift Card** Finds a gift card by id or reference. - Action **Find Price** Finds a price by price list. - Action **Find Price Import** Finds a Price Import by status. - Action **Find Price List** Finds a Price List by name. - Action **Find Shipping Category** Finds an Shipping Category by name. - Action **Find SKU** Finds an SKU by code. - Action **Find SKU Import** Finds an SKU Import by status. - Action **Find Stock Item Import** Finds a Stock Item Import by status. - Action **Get Address** Retrieves one address by id. - Action **Get Customer Address** Retrieves one customer address link by id. - Action **Get Customer Password Reset** Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at. - Action **Get Customer Subscription** Retrieves one customer subscription by id. - Action **Get Stock Transfer** Retrieves one stock transfer by id. - Action **Update Customer Reference** Update customer data setting external identifier. - 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 - [ **Commerce Layer** Commerce Layer is a lightning fast, super flexible and ultra secure REST API that lets you build...](https://apiant.ai/connections/commerce-layer) - [ **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 Commerce Layer - [ **Commerce Layer to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/commerce-layer-to-hubspot) - [ **Commerce Layer to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/commerce-layer-to-salesforce) - [ **Commerce Layer to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/commerce-layer-to-slack) - [ **Commerce Layer to Google Sheets** Google Sheets](https://apiant.ai/connect/commerce-layer-to-google-sheets) - [ **Commerce Layer to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/commerce-layer-to-gmail) - [ **Commerce Layer to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/commerce-layer-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 ## Commerce Layer and Plumsail Documents, answered ### ### What can start an automation from Commerce Layer? Any of Commerce Layer's 13 triggers in the catalog, including New Attachment, New Customer, New Customer Address Event and New Customer Password Reset Event. 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 Commerce Layer? 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 Commerce Layer? Plumsail Documents has no triggers in the catalog today, so automations start in Commerce Layer. 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 Commerce Layer 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 Commerce Layer 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.