--- title: "Connect Contacts+ and DocuGenerate - APIANT.ai" description: "When \"New Contact\" fires in Contacts+, your agent runs \"Update document\" in DocuGenerate." canonical: "https://apiant.ai/connect/contacts-to-docugenerate" --- # Connect Contacts+ and DocuGenerate When **New Contact** fires in [Contacts+](https://apiant.ai/connections/contacts), your agent runs **Update document** in [DocuGenerate](https://apiant.ai/connections/docugenerate), or **New Document** in DocuGenerate to **Add Note to Contact** in Contacts+. Describe the whole flow and it is built, tested on every scenario and kept running. Contacts+ **6** triggers Contacts+ **15** 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 Contacts+ 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 Contacts+ and DocuGenerate can do together ### From Contacts+ to DocuGenerate - When **New Contact** in Contacts+ then **Update document** in DocuGenerate - When **New Tag** in Contacts+ then **Generate Document** in DocuGenerate ### From DocuGenerate to Contacts+ - When **New Document** in DocuGenerate then **Add Note to Contact** in Contacts+ - When **New Document** in DocuGenerate then **Create Contact** in Contacts+ 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 Contacts+ and DocuGenerate ## Triggers and actions 7 triggers · 22 actions - Trigger **New Contact** Triggers when a contact is created or a business card is transcribed. - Trigger **New Deleted Contact** Triggers when a contact is deleted. - Trigger **New Deleted Tag** Triggers when a tag is deleted from your account. - Trigger **New Tag** Triggers when a tag is created on your account. - Trigger **New Updated Tag** Triggers when a tag is updated. - Trigger **Updated Contact** Triggers when a contact is updated. - Action **Add Note to Contact** Appends a note to a contact. - Action **Create Contact** Creates a contact. - Action **Create or Get Tag** Gets or creates a tag. - Action **Delete contact** Delete a contact by id. - Action **Delete tag** Delete a tag by id. - Action **Find Company** Find a company by domain or email. - Action **Find Contact** Find a contact by name, company, email, phone or any combination. - Action **Find Person** Find a person by email, phone or Twitter handle. - Action **Get contact** Retrieve a single contact by id. - Action **Get Tag** Fetches a private or team tag by ID. - Action **List Webhook Triggers** Lists the webhook event types available to subscribe to. - Action **Remove Tag From Contact** Removes Tags from a contact. - Action **Tag Contact** Tags a contact. - Action **Update Contact** Updates a contact. - Action **Update tag** Edit a tag (rename). - 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 - [ **Contacts+** Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts...](https://apiant.ai/connections/contacts) - [ **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 Contacts+ - [ **Contacts+ to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/contacts-to-jira) - [ **Contacts+ to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/contacts-to-hubspot) - [ **Contacts+ to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/contacts-to-salesforce) - [ **Contacts+ to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/contacts-to-slack) - [ **Contacts+ to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/contacts-to-google-sheets) - [ **Contacts+ to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/contacts-to-gmail) ## 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 ## Contacts+ and DocuGenerate, answered ### ### What can start an automation from Contacts+? Any of Contacts+'s 6 triggers in the catalog, including New Contact, New Deleted Contact, New Deleted Tag and New Tag. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocuGenerate when something happens in Contacts+? 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 Contacts+? Yes. When something happens in DocuGenerate, your agent can act in Contacts+ too. This page covers both directions: DocuGenerate's triggers and Contacts+'s actions are listed here as well. ### ### Do I have to build a connector for Contacts+ 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 Contacts+ 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.