--- title: "Connect DocuGenerate to Conexteo - APIANT.ai" description: "When \"New Document\" fires in DocuGenerate, your agent runs \"Add contact list\" in Conexteo." canonical: "https://apiant.ai/connect/docugenerate-to-conexteo" --- # Connect DocuGenerate to Conexteo When **New Document** fires in [DocuGenerate](https://apiant.ai/connections/docugenerate), your agent runs **Add contact list** in [Conexteo](https://apiant.ai/connections/conexteo). Describe the whole flow and it is built, tested on every scenario and kept running. DocuGenerate **1** trigger DocuGenerate **7** actions Conexteo **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DocuGenerate and Conexteo 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 DocuGenerate can start in Conexteo - When **New Document** in DocuGenerate then **Add contact list** in Conexteo - When **New Document** in DocuGenerate then **Add Contact(s) to List** in Conexteo 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 DocuGenerate and Conexteo ## Triggers and actions 1 trigger · 16 actions - 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. - Action **Add contact list** Create a new contact list. - Action **Add Contact(s) to List** Adds one or more contacts to a Conexteo contact list. - Action **Add stop** Adds a phone number to the account's STOP (opt-out) list. - Action **Delete contact** Deletes a contact from the Conexteo account. - Action **Delete contact list** Delete a contact list by id. - Action **List Contacts in Contact List** Returns all contacts in a Conexteo contact list. - Action **List stops** Lists the phone numbers that have opted out (STOP) of messages on the Conexteo account. - Action **Update contact** Update an existing contact's fields. - Action **Update contact list** Renames an existing Conexteo contact list. ## Each app on its own - [ **DocuGenerate** DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various...](https://apiant.ai/connections/docugenerate) - [ **Conexteo** Automate the sending of your Transactional and Marketing SMS with Conexteo.](https://apiant.ai/connections/conexteo) Reviews ## What our customers say ## More from DocuGenerate - [ **DocuGenerate to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docugenerate-to-hubspot) - [ **DocuGenerate to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docugenerate-to-salesforce) - [ **DocuGenerate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docugenerate-to-slack) - [ **DocuGenerate to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/docugenerate-to-google-sheets) - [ **DocuGenerate to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docugenerate-to-gmail) - [ **DocuGenerate to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docugenerate-to-google-calendar) ## More into Conexteo - [ **HubSpot to Conexteo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-conexteo) - [ **Salesforce to Conexteo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-conexteo) - [ **Slack to Conexteo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-conexteo) - [ **Google Sheets to Conexteo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-conexteo) - [ **Gmail to Conexteo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-conexteo) - [ **Google Calendar to Conexteo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-conexteo) Questions ## DocuGenerate and Conexteo, answered ### ### What can start an automation from DocuGenerate? Any of DocuGenerate'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 Conexteo when something happens in DocuGenerate? Any of Conexteo's 9 actions, including Update contact, Update contact list, Add contact list and Add Contact(s) to List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Conexteo to DocuGenerate? Conexteo has no triggers in the catalog today, so automations start in DocuGenerate. If you need the other direction, ask: your agent reads Conexteo's API documentation and adds it. ### ### Do I have to build a connector for DocuGenerate or Conexteo? 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 DocuGenerate and Conexteo 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.