--- title: "Connect Freelo to TemplateDocs - APIANT.ai" description: "When \"New project\" fires in Freelo, your agent runs \"Add template\" in TemplateDocs." canonical: "https://apiant.ai/connect/freelo-to-templatedocs" --- # Connect Freelo to TemplateDocs When **New project** fires in [Freelo](https://apiant.ai/connections/freelo), your agent runs **Add template** in [TemplateDocs](https://apiant.ai/connections/templatedocs). Describe the whole flow and it is built, tested on every scenario and kept running. Freelo **1** trigger Freelo **20** actions TemplateDocs **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freelo and TemplateDocs 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 Freelo can start in TemplateDocs - When **New project** in Freelo then **Add template** in TemplateDocs - When **New project** in Freelo then **Update 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 Freelo and TemplateDocs ## Triggers and actions 1 trigger ยท 25 actions - Trigger **New project** Triggered when a new project is created - Action **Add comment** Add a comment to a task. - Action **Add project** Create a new project. - Action **Add task** Create a new task in a tasklist. - Action **Add tasklist** Create a new tasklist within a project. - Action **Add work report** Logs a finished work report (time entry) directly on a Freelo task, for example to record hours after the fact. - Action **Delete project** Soft-delete a project. - Action **Delete task** Deletes a Freelo task (soft-delete); its subtasks are hidden too. - Action **Delete tasklist** Soft-delete a tasklist. - Action **Find tasks** Returns tasks whose name matches the search text, optionally narrowed by project, tasklist, assignee, state, labels, priority and date ranges. - Action **Get project** Get a single project's detail by ID. - Action **Get task** Get a single task's detail by ID. - Action **Get tasklist** Get a single tasklist's detail by ID. - Action **List projects** Lists the active projects owned by the connected user, each with its active tasklists. Projects you were only invited to, and archived or template projects, are not included. - Action **List tasks** Lists the active (unfinished) tasks in a Freelo tasklist. - Action **List users** Lists the coworkers who share at least one active project with you. - Action **Start time tracking** Starts a time tracking timer for the connected Freelo user, optionally on a specific task. Only one timer can run at a time. - Action **Stop time tracking** Stops your currently running Freelo timer and turns it into a work report. - Action **Update project** Renames a Freelo project and/or changes its deadline. Fields left blank are not changed. - Action **Update task** Updates an existing Freelo task. Only the values you fill in are changed; blank fields keep their current value. - Action **Update tasklist** Edit a tasklist's fields. - Action **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. - Action **Delete template** Removes a template from your TemplateDocs account. - Action **Get template** Returns the details of one template, including its name, size, checksum and the placeholder tags it contains. - Action **List templates** Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags. - Action **Update template** Renames a template or changes its settings. Returns the id of the template that was updated. ## Each app on its own - [ **Freelo** Project management software with task lists, Kanban boards, time tracking, and project budgeting for teams.](https://apiant.ai/connections/freelo) - [ **TemplateDocs** TemplateDocs is a tool for creating documents from templates.](https://apiant.ai/connections/templatedocs) Reviews ## What our customers say ## More from Freelo - [ **Freelo to Hero Parser** Hero Parser is an AI-powered CV parser and candidate scoring tool.](https://apiant.ai/connect/freelo-to-hero-parser) - [ **Freelo to Member Kitchens** Member Kitchens is a white-label and meal planning tool that allows you to share custom-branded plans and...](https://apiant.ai/connect/freelo-to-member-kitchens) - [ **Freelo to Unleashed Software** UnleashedSoftware is a world class online inventory management software for small, medium and large business...](https://apiant.ai/connect/freelo-to-unleashed-software) - [ **Freelo to WattFigure** WattFigure publishes US residential and commercial electricity rates by state together with derived...](https://apiant.ai/connect/freelo-to-wattfigure) - [ **Freelo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freelo-to-hubspot) - [ **Freelo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freelo-to-salesforce) ## More into TemplateDocs - [ **Goaffpro to TemplateDocs** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-templatedocs) - [ **Mailjet to TemplateDocs** Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails.](https://apiant.ai/connect/mailjet-to-templatedocs) - [ **Perigon to TemplateDocs** REST API for real-time news search, monitoring, and enriched data on companies, people, and topics.](https://apiant.ai/connect/perigon-to-templatedocs) - [ **HubSpot to TemplateDocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templatedocs) - [ **Salesforce to TemplateDocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templatedocs) - [ **Slack to TemplateDocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templatedocs) Questions ## Freelo and TemplateDocs, answered ### ### What can start an automation from Freelo? Any of Freelo's 1 trigger in the catalog, including New project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TemplateDocs when something happens in Freelo? 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 Freelo? TemplateDocs has no triggers in the catalog today, so automations start in Freelo. 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 Freelo 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 Freelo 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.