Integration
Connect EspoCRM to Plumsail Documents
When New contact fires in EspoCRM, your agent runs Convert CSV to Excel File (XLSX) in Plumsail Documents. 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 EspoCRM and Plumsail Documents to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 EspoCRM can start in Plumsail Documents
When New contact in EspoCRM
then Convert CSV to Excel File (XLSX) in Plumsail Documents
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 EspoCRM and Plumsail Documents
Triggers and actions 3 triggers · 38 actions
- New contact
Triggers when a new contact is created in EspoCRM.
- New Lead
Triggers when a new lead is created in EspoCRM.
- New opportunity
Triggers when a new opportunity is created in EspoCRM.
- Add account
Creates a new account (company) in EspoCRM and returns its attributes.
- Add case
Creates a new case (support ticket) in EspoCRM.
- Add contact
Creates a new contact in EspoCRM.
- Add opportunity
Creates a new opportunity (deal) in EspoCRM and returns the created record.
- Add task
Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
- Create Lead
Creates a new lead in EspoCRM and returns the created lead record.
- Find accounts
Finds EspoCRM accounts whose name matches the text you supply.
- Find contacts
Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
- Find Lead
Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).
- Get contact
Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.
- Get Lead
Returns a single EspoCRM lead by its ID, with all of its fields.
- Get Task
Returns one task by its ID, with its subject, status, dates, parent record and assignee.
- Update account
Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
- Update contact
Updates an existing contact in EspoCRM, changing only the fields you fill in.
- Update Lead
Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
- Update opportunity
Updates an existing opportunity in EspoCRM, changing only the fields you fill in.
- Add HTML Watermark to PDF
Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.
- Add Image Watermark to PDF
Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.
- Add PDF Watermark to PDF
Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.
- Add Text Watermark to PDF
Adds a text watermark to a PDF and returns a download link to the watermarked file.
- Compress PDF
Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.
- Convert CSV to Excel File (XLSX)
Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.
- Convert DOC to DOCX
Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.
- Convert DOCX to PDF
Converts a Word DOCX document to PDF and returns a download link to the PDF.
- Convert PPT to PPTX
Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.
- Convert PPTX to PDF
Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.
- Convert to PDF
Converts a document from a public URL into a PDF file and returns a download link to the PDF.
- Convert XLS to XLSX
Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.
- Convert XLSX to PDF
Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.
- Fill in PDF Form
Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.
- Fill Merge Fields in DOCX Document
Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.
- Generate Document From DOCX Template
Creates a document from a Word DOCX template filled with your data and returns a download link to the result.
- Generate Document From Fillable PDF
Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.
- Generate Document From PPTX Template
Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.
- Generate Document From XLSX Template
Creates a document from an Excel XLSX template filled with your data and returns a download link to the result.
- Merge Any Files Into PDF
Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.
- Merge DOCX Files
Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.
- Protect PDF
Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.
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
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More into Plumsail Documents
Questions
EspoCRM and Plumsail Documents, answered
What can start an automation from EspoCRM?
Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Plumsail Documents when something happens in EspoCRM?
Any of Plumsail Documents's 22 actions, including Add HTML Watermark to PDF, Add Image Watermark to PDF, Add PDF Watermark to PDF and Add Text Watermark to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plumsail Documents to EspoCRM?
Plumsail Documents has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Plumsail Documents's API documentation and adds it.
Do I have to build a connector for EspoCRM or Plumsail Documents?
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.
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.