Integration
Connect Filestage to TemplateDocs
When When a Reviewer Is Invited to a Reviewer Group fires in Filestage, your agent runs Add template in TemplateDocs. 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 Filestage and TemplateDocs to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Filestage can start in TemplateDocs
When When a Reviewer Is Invited to a Reviewer Group in Filestage
then Add template in TemplateDocs
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 Filestage and TemplateDocs
Triggers and actions 1 trigger ยท 14 actions
- When a Reviewer Is Invited to a Reviewer Group
Triggers when a reviewer is invited to a reviewer group.
- Add Reviewers to Reviewer Group
Invites reviewers by email to a reviewer group in a Filestage project.
- Create Folder
Creates a new folder in your Filestage workspace for organizing projects.
- Create Project
Creates a new project in Filestage with the given name.
- Create Reviewer Group
Creates a new reviewer group in a Filestage project.
- Get Folder by ID
Returns a Filestage folder by its ID, including its name and details.
- Get Folders
Returns all folders in your Filestage team.
- Get Project by ID
Returns a Filestage project, including its name and details, by its ID.
- Get Projects
Returns the projects in your Filestage team.
- Get Reviewer Groups by Project
Returns the reviewer groups set up in a Filestage project.
- Add template
Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it.
- Delete template
Removes a template from your TemplateDocs account.
- Get template
Returns the details of one template, including its name, size, checksum and the placeholder tags it contains.
- List templates
Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags.
- Update template
Renames a template or changes its settings. Returns the id of the template that was updated.
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
What our customers say
More from Filestage
Filestage to HelloSalutHelloSalut returns the word for "hello" in a visitor's own language.
Filestage to Html2PDFHTML/URL to PDF
Filestage to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Filestage to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Filestage to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Filestage to Google SheetsGoogle Sheets
More into TemplateDocs
Goaffpro to TemplateDocsAffiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...
Mailjet to TemplateDocsMailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails.
Perigon to TemplateDocsREST API for real-time news search, monitoring, and enriched data on companies, people, and topics.
Questions
Filestage and TemplateDocs, answered
What can start an automation from Filestage?
Any of Filestage's 1 trigger in the catalog, including When a Reviewer Is Invited to a Reviewer Group. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TemplateDocs when something happens in Filestage?
Any of TemplateDocs's 5 actions, including Update template, Add template, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TemplateDocs to Filestage?
TemplateDocs has no triggers in the catalog today, so automations start in Filestage. If you need the other direction, ask: your agent reads TemplateDocs's API documentation and adds it.
Do I have to build a connector for Filestage or TemplateDocs?
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 Filestage and TemplateDocs 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.