---
title: "Connect Docamatic to Plumsail Documents - APIANT.ai"
description: "When \"New Document\" fires in Docamatic, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents."
canonical: "https://apiant.ai/connect/docamatic-to-plumsail-documents"
---

# Connect Docamatic to Plumsail Documents

When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), 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.

Docamatic **1** trigger Docamatic **7** 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 Docamatic 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 Docamatic can start in Plumsail Documents

- When **New Document** in Docamatic then **Convert CSV to Excel File (XLSX)** in Plumsail Documents
- When **New Document** in Docamatic 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 Docamatic and Plumsail Documents

## Triggers and actions 1 trigger · 29 actions

- Trigger

**New Document**

Triggers when a new document is created.

- Action

**Convert URL or HTML to Image**

Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale.

- Action

**Convert URL or HTML to PDF**

Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS.

- Action

**Delete a Document**

Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created.

- Action

**Generate a PDF From a Template**

Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image.

- Action

**Merge PDFs**

Joins several PDF documents into one, in the order given, and returns the combined PDF.

- Action

**Password Protect PDF**

Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy.

- Action

**Write to an Existing PDF**

Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF.

- 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

- [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic)
- [ **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 Docamatic

- [ **Docamatic to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/docamatic-to-pixabay)
- [ **Docamatic to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docamatic-to-hubspot)
- [ **Docamatic to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docamatic-to-salesforce)
- [ **Docamatic to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docamatic-to-slack)
- [ **Docamatic to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docamatic-to-gmail)
- [ **Docamatic to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docamatic-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

## Docamatic and Plumsail Documents, answered

###

### What can start an automation from Docamatic?

Any of Docamatic's 1 trigger in the catalog, including New Document. 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 Docamatic?

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 Docamatic?

Plumsail Documents has no triggers in the catalog today, so automations start in Docamatic. 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 Docamatic 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 Docamatic 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.