--- title: "Connect DocuGenerate to Yardi Kube - APIANT.ai" description: "When \"New Document\" fires in DocuGenerate, your agent runs \"Create Note\" in Yardi Kube." canonical: "https://apiant.ai/connect/docugenerate-to-yardi-kube" --- # Connect DocuGenerate to Yardi Kube When **New Document** fires in [DocuGenerate](https://apiant.ai/connections/docugenerate), your agent runs **Create Note** in [Yardi Kube](https://apiant.ai/connections/yardi-kube). Describe the whole flow and it is built, tested on every scenario and kept running. DocuGenerate **1** trigger DocuGenerate **7** actions Yardi Kube **6** 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 Yardi Kube 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 Yardi Kube - When **New Document** in DocuGenerate then **Create Note** in Yardi Kube - When **New Document** in DocuGenerate then **Update Event** in Yardi Kube 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 Yardi Kube ## Triggers and actions 1 trigger · 13 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 **Archive Tour** Archives a tour activity in Yardi Kube. - Action **Create Booking** Creates a new booking of a space for a member and company at a property. - Action **Create Note** Creates a note on a company, contact, member, lead or deal in Yardi Kube, optionally notifying selected users. - Action **Delete Booking** Cancels a booking in Yardi Kube and returns the refund and cancellation-fee summary. - Action **Update Booking** Updates an existing booking in Yardi Kube, such as its title, space, times, attendees or payment details, and returns the updated booking. - Action **Update Event** Updates an existing event activity in Yardi Kube, including its title, times, related record, comment, assignees, attendees and notified users. ## 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) - [ **Yardi Kube** Yardi Kube is an all-in-one coworking management platform.](https://apiant.ai/connections/yardi-kube) 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 Yardi Kube - [ **HubSpot to Yardi Kube** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-yardi-kube) - [ **Salesforce to Yardi Kube** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-yardi-kube) - [ **Slack to Yardi Kube** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-yardi-kube) - [ **Google Sheets to Yardi Kube** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-yardi-kube) - [ **Gmail to Yardi Kube** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-yardi-kube) - [ **Google Calendar to Yardi Kube** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-yardi-kube) Questions ## DocuGenerate and Yardi Kube, 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 Yardi Kube when something happens in DocuGenerate? Any of Yardi Kube's 6 actions, including Create Booking, Create Note, Update Booking and Update Event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Yardi Kube to DocuGenerate? Yardi Kube has no triggers in the catalog today, so automations start in DocuGenerate. If you need the other direction, ask: your agent reads Yardi Kube's API documentation and adds it. ### ### Do I have to build a connector for DocuGenerate or Yardi Kube? 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 Yardi Kube 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.