Integration
Connect DocuGenerate and Membership.io
When New Document fires in DocuGenerate, your agent runs Add File Tag in Membership.io, or New Audience in Membership.io to Update document in DocuGenerate. 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 DocuGenerate and Membership.io 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 DocuGenerate and Membership.io can do together
From DocuGenerate to Membership.io
When New Document in DocuGenerate
then Add File Tag in Membership.io
When New Template in DocuGenerate
then Add Achievement in Membership.io
From Membership.io to DocuGenerate
When New Audience in Membership.io
then Update document in DocuGenerate
When New Audience Tag in Membership.io
then Generate Document in DocuGenerate
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 Membership.io
Triggers and actions 9 triggers · 18 actions
Trigger
New DocumentTriggered when a new document is generated from the selected template.
Trigger
New TemplateTriggers when a new template is created in your DocuGenerate account.
Action
Create TemplateCreates a DocuGenerate template from an uploaded .docx, .doc, .odt, .rtf, .txt or .sql file, returning the template and the tags found in it.
Action
Delete documentDeletes a generated document from DocuGenerate.
Action
Delete templateDeletes a DocuGenerate template by its ID.
Action
Generate DocumentGenerates a document from a DocuGenerate template by filling its tags with your data, and returns the stored document with its download link.
Action
Get documentReturns a generated document by its ID, including its name, format, source template and download link.
Action
Get templateReturns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links.
Action
List documentsReturns all documents generated from a template, newest first.
Action
List templatesReturns all document templates in the account, newest first, optionally limited to one folder.
Action
Update documentRenames a generated document and returns the updated document.
Action
Update templateUpdates a template's name, file, tag delimiters, folder, region or settings.
Trigger
New AudienceTriggers when a new audience member is added.
Trigger
New Audience TagTriggers when a new audience tag is created.
Trigger
New FileTriggers when a new file is added to your library.
Trigger
New FolderTriggers when a new folder is created.
Trigger
New HubTriggers when a new hub is created.
Trigger
New PlaylistTriggers when a new playlist is created.
Trigger
New Widget or PluginTriggers when a new widget or plugin is created.
Action
Add AchievementAwards manual achievements to an audience member.
Action
Add Audience TagAttaches one or more tags to an audience member.
Action
Add File TagSets the tags on a file, replacing its current tags.
Action
Add Hub AccessGrants an audience member access to one or more hubs.
Action
Add or Update AudienceCreates an audience member, or updates the existing one with the same email.
Action
Find AudienceFinds an audience member by email.
Action
Remove Audience TagRemoves one or more tags from an audience member.
Action
Remove Hub AccessRevokes an audience member's access to one or more hubs.
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
DocuGenerate and Membership.io, answered
What can start an automation from DocuGenerate?
Any of DocuGenerate's 2 triggers in the catalog, including New Document and New Template. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Membership.io when something happens in DocuGenerate?
Any of Membership.io's 8 actions, including Add Achievement, Add Audience Tag, Add File Tag and Add Hub Access. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Membership.io to DocuGenerate?
Yes. When something happens in Membership.io, your agent can act in DocuGenerate too. This page covers both directions: Membership.io's triggers and DocuGenerate's actions are listed here as well.
Do I have to build a connector for DocuGenerate or Membership.io?
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 Membership.io 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.