--- title: "Connect DocuGenerate to Simpro - APIANT.ai" description: "When \"New Document\" fires in DocuGenerate, your agent runs \"Create Company Customer\" in Simpro." canonical: "https://apiant.ai/connect/docugenerate-to-simpro" --- # Connect DocuGenerate to Simpro When **New Document** fires in [DocuGenerate](https://apiant.ai/connections/docugenerate), your agent runs **Create Company Customer** in [Simpro](https://apiant.ai/connections/simpro). Describe the whole flow and it is built, tested on every scenario and kept running. DocuGenerate **2** triggers DocuGenerate **10** actions Simpro **13** 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 Simpro 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 Simpro - When **New Document** in DocuGenerate then **Create Company Customer** in Simpro - When **New Template** in DocuGenerate then **Create Contact** in Simpro 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 Simpro ## Triggers and actions 2 triggers · 23 actions - Trigger **New Document** Triggered when a new document is generated from the selected template. - Trigger **New Template** Triggers when a new template is created in your DocuGenerate account. - Action **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. - 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 **List templates** Returns all document templates in the account, newest first, optionally limited to one folder. - Action **Update document** Renames a generated document and returns the updated document. - Action **Update template** Updates a template's name, file, tag delimiters, folder, region or settings. - Action **Create Company Customer** Creates a company customer in Simpro and returns its ID. - Action **Create Contact** Creates a contact in Simpro and returns its ID. - Action **Create Individual Customer** Creates an individual (person) customer in Simpro and returns its ID. - Action **Create Site** Creates a site (a customer location) in Simpro and returns its ID. - Action **Find Company Customer** Finds company customers in Simpro by company name and returns the matches. - Action **Find Contact** Finds contacts in Simpro by last name and returns the matches. - Action **Find Individual Customer** Finds individual customers in Simpro by last name and returns the matches. - Action **Find Job** Finds jobs in Simpro by name and returns the matches. - Action **Find Quote** Finds quotes in Simpro by name and returns the matches. - Action **Find Schedule** Finds schedules in Simpro by date (YYYY-MM-DD) and returns the matches. - Action **Find Site** Finds sites in Simpro by name and returns the matches. - Action **Update Company Customer** Updates an existing company customer in Simpro. - Action **Update Job** Updates an existing Simpro job's details. ## 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) - [ **Simpro** Simpro is a field service and job management software package.](https://apiant.ai/connections/simpro) 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 Simpro - [ **HubSpot to Simpro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-simpro) - [ **Salesforce to Simpro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-simpro) - [ **Slack to Simpro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-simpro) - [ **Google Sheets to Simpro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-simpro) - [ **Gmail to Simpro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-simpro) - [ **Google Calendar to Simpro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-simpro) Questions ## DocuGenerate and Simpro, 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 Simpro when something happens in DocuGenerate? Any of Simpro's 13 actions, including Create Company Customer, Create Contact, Create Individual Customer and Create Site. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Simpro to DocuGenerate? Simpro has no triggers in the catalog today, so automations start in DocuGenerate. If you need the other direction, ask: your agent reads Simpro's API documentation and adds it. ### ### Do I have to build a connector for DocuGenerate or Simpro? 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 Simpro 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.