--- title: "Connect DocuGenerate and SOLAPI - APIANT.ai" description: "When \"New Document\" fires in DocuGenerate, your agent runs \"Add Record Activity\" in SOLAPI, or \"New Record\" in SOLAPI to \"Update document\" in DocuGenerate." canonical: "https://apiant.ai/connect/docugenerate-to-solapi" --- # Connect DocuGenerate and SOLAPI When **New Document** fires in [DocuGenerate](https://apiant.ai/connections/docugenerate), your agent runs **Add Record Activity** in [SOLAPI](https://apiant.ai/connections/solapi), or **New Record** in SOLAPI to **Update document** in DocuGenerate. Describe the whole flow and it is built, tested on every scenario and kept running. DocuGenerate **1** trigger DocuGenerate **7** actions SOLAPI **2** triggers SOLAPI **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 SOLAPI 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 and SOLAPI can do together ### From DocuGenerate to SOLAPI - When **New Document** in DocuGenerate then **Add Record Activity** in SOLAPI - When **New Document** in DocuGenerate then **Create Record** in SOLAPI ### From SOLAPI to DocuGenerate - When **New Record** in SOLAPI then **Update document** in DocuGenerate - When **Updated Record** in SOLAPI 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 SOLAPI ## Triggers and actions 3 triggers · 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. - Trigger **New Record** Triggers when a new record is created in a SOLAPI CRM entity. - Trigger **Updated Record** Triggers when a record is created or changed in a SOLAPI CRM entity. - Action **Add Record Activity** Adds an activity (call, email, meeting, note, task and so on) to a CRM record. - Action **Create Record** Creates a record in a SOLAPI CRM entity. - Action **Delete Record** Deletes a CRM record. - Action **Find Messages** Finds sent messages and their delivery status by ID, group, number, type or date. - Action **Find Records** Finds CRM records by entity, keyword or segment. - Action **Get Balance** Returns the account cash and point balance. - Action **Get Record** Returns one CRM record. - Action **Update Record** Updates a CRM record. Only the fields you give change. - Action **Update Record Property** Sets one property value on a CRM record. ## 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) - [ **SOLAPI** SOLAPI app for sending text messages with KakaoTalk.](https://apiant.ai/connections/solapi) 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 SOLAPI - [ **HubSpot to SOLAPI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-solapi) - [ **Salesforce to SOLAPI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-solapi) - [ **Slack to SOLAPI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-solapi) - [ **Google Sheets to SOLAPI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-solapi) - [ **Gmail to SOLAPI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-solapi) - [ **Google Calendar to SOLAPI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-solapi) Questions ## DocuGenerate and SOLAPI, 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 SOLAPI when something happens in DocuGenerate? Any of SOLAPI's 9 actions, including Create Record, Update Record, Update Record Property and Add Record Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SOLAPI to DocuGenerate? Yes. When something happens in SOLAPI, your agent can act in DocuGenerate too. This page covers both directions: SOLAPI's triggers and DocuGenerate's actions are listed here as well. ### ### Do I have to build a connector for DocuGenerate or SOLAPI? 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 SOLAPI 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.