Integration
Connect DocuGenerate and Plecto
When New Document fires in DocuGenerate, your agent runs Create Data Source in Plecto, or New Registration in Plecto 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 Plecto 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)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 Plecto can do together
From DocuGenerate to Plecto
When New Document in DocuGenerate
then Create Data Source in Plecto
From Plecto to 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 Plecto
Triggers and actions 3 triggers · 21 actions
- New Document
Triggered when a new document is generated from the selected template.
- New Template
Triggers when a new template is created in your DocuGenerate account.
- Create Template
Creates a DocuGenerate template from an uploaded .docx, .doc, .odt, .rtf, .txt or .sql file, returning the template and the tags found in it.
- Delete document
Deletes a generated document from DocuGenerate.
- Delete template
Deletes a DocuGenerate template by its ID.
- 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.
- Get document
Returns a generated document by its ID, including its name, format, source template and download link.
- Get template
Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links.
- List documents
Returns all documents generated from a template, newest first.
- List templates
Returns all document templates in the account, newest first, optionally limited to one folder.
- Update document
Renames a generated document and returns the updated document.
- Update template
Updates a template's name, file, tag delimiters, folder, region or settings.
- New Registration
Triggers when a new registration is added to the chosen data source.
- Create Data Source
Creates a new API data source with one field. More fields can be added in Plecto's data source settings.
- Create Member
Creates an employee in Plecto, without login access unless an invite is requested.
- Create Team
Creates a team in Plecto.
- Delete Registration
Permanently deletes one registration from a data source.
- Find Members
Returns employees, optionally only the one with a given external system and ID.
- Get Registration
Returns one registration from a data source.
- List Dashboards
Returns the organization's dashboards.
- List Data Sources
Returns the organization's data sources with their fields.
- List Registrations
Returns registrations, optionally filtered by data source, date range or external ID.
- List Teams
Returns all teams in the organization.
- Update Registration
Updates an existing registration in a data source.
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
More from DocuGenerate
DocuGenerate to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DocuGenerate to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DocuGenerate to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DocuGenerate to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DocuGenerate to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DocuGenerate to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Plecto
Google Drive to PlectoGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PlectoMailchimp marketing automation and email platform.
Questions
DocuGenerate and Plecto, 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 Plecto when something happens in DocuGenerate?
Any of Plecto's 11 actions, including Create Data Source, Create Member, Create Team and Update Registration. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plecto to DocuGenerate?
Yes. When something happens in Plecto, your agent can act in DocuGenerate too. This page covers both directions: Plecto's triggers and DocuGenerate's actions are listed here as well.
Do I have to build a connector for DocuGenerate or Plecto?
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 Plecto 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.