--- title: "Connect DocuGenerate to Sendoso - APIANT.ai" description: "When \"New Document\" fires in DocuGenerate, your agent runs \"Get user\" in Sendoso." canonical: "https://apiant.ai/connect/docugenerate-to-sendoso" --- # Connect DocuGenerate to Sendoso When **New Document** fires in [DocuGenerate](https://apiant.ai/connections/docugenerate), your agent runs **Get user** in [Sendoso](https://apiant.ai/connections/sendoso). Describe the whole flow and it is built, tested on every scenario and kept running. DocuGenerate **1** trigger DocuGenerate **7** actions Sendoso **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 Sendoso 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 Sendoso - When **New Document** in DocuGenerate then **Get user** in Sendoso - When **New Document** in DocuGenerate then **Get organization** in Sendoso 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 Sendoso ## 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 **Get organization** Returns your Sendoso organization, including its name and seat usage. - Action **Get role** Returns one role in your Sendoso organization, with its reach, how many users hold it, and the permissions it grants. - Action **Get Send Status** Returns one send, including its current status, gift, recipient, sender and any issues holding it up. - Action **Get team** Returns one team in your Sendoso organization, including its department and member count. An error occurs if the team is not found. - Action **Get user** Returns one Sendoso user, including their email, name, job title, role, status and team. - Action **List departments** Returns the departments in your Sendoso organization that the API key's user can see, with each department's team count. Optionally narrows the list by department name. - Action **List roles** Returns the roles in your Sendoso organization, with each role's scope and member count. Can be narrowed to roles matching a name or to roles the connected user may assign. - Action **List teams** Returns the teams in your Sendoso organization, with each team's department and member count. Can be narrowed by department or team name. - Action **List users** Returns the people in your Sendoso organization that the API key's user can see, optionally narrowed by email, team, status, search text or last-updated time. ## 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) - [ **Sendoso** Sendoso is a sending platform that allows you to send anything to anyone programatically.](https://apiant.ai/connections/sendoso) 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 Sendoso - [ **HubSpot to Sendoso** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sendoso) - [ **Salesforce to Sendoso** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sendoso) - [ **Slack to Sendoso** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sendoso) - [ **Google Sheets to Sendoso** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sendoso) - [ **Gmail to Sendoso** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sendoso) - [ **Google Calendar to Sendoso** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sendoso) Questions ## DocuGenerate and Sendoso, 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 Sendoso when something happens in DocuGenerate? Any of Sendoso's 9 actions, including Get organization, Get role, Get Send Status and Get team. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sendoso to DocuGenerate? Sendoso has no triggers in the catalog today, so automations start in DocuGenerate. If you need the other direction, ask: your agent reads Sendoso's API documentation and adds it. ### ### Do I have to build a connector for DocuGenerate or Sendoso? 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 Sendoso 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.