Integration
Connect Freshservice to Plumsail Documents
When New or Updated Change fires in Freshservice, 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 Freshservice and Plumsail Documents to do together?
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Freshservice can start in Plumsail Documents
When New or Updated Change in Freshservice
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 Freshservice and Plumsail Documents
Triggers and actions 10 triggers · 49 actions
- Deleted Ticket
Triggered when a ticket is deleted.
- New or Updated Change
Triggered by a new or updated change in Freshservice.
- New or Updated Release
Triggered by a new or updated release.
- Two-way sync new and updated changes
Triggered by new and updated changes
- Two-way sync new and updated problems with PagerDuty ID
A trigger for two-way syncing new and updated problems having a PagerDuty ID. Can only be used with two-way sync actions.
- Two-way sync new and updated releases
Triggered by new or updated release
- Two-way sync new and updated tickets
A trigger for two-way syncing new and updated tickets. Can only be used with two-way sync actions.
- Updated Change
Triggered when a change is updated (created_at differs from updated_at).
- Updated Problem
Triggered when a problem is updated (created_at != updated_at).
- Updated Release
Triggered when a release is updated.
- Add Attachment to a Ticket
Adds an attachment from a url to a specified ticket.
- Add Attachment to a Ticket (Cisco)
Adds an attachment from a url to a specified ticket.
- Add Note To A Problem
Adds a note to a problem provided its id.
- Add Note to a Ticket
Adds a private or public note to a ticket.
- Create Change
Creates a change.
- Create Problem
Creates a problem.
- Create Release
Creates a release.
- Create Ticket
Creates a new ticket in Freshservice.
- Delete change
Deletes a change request in Freshservice.
- Delete Problem
Deletes a problem given its ID.
- Delete Ticket
Deletes a ticket given its ID.
- Get agent
Returns the details of a single agent in Freshservice, including their custom field values.
- Get change
Returns a single change request by its ID, including its custom fields.
- Get problem
Returns a single Freshservice problem by its ID, including its custom fields.
- Get release
Returns a Freshservice release by its ID, including its planning details, associated assets and changes, and custom fields.
- Get requester
Returns a single requester's details, including contact info, departments and custom fields.
- Get Ticket
Retrieves a single ticket by ID.
- List Agents
Lists agents.
- List changes
Returns change requests in Freshservice, optionally filtered by view, requester or last-updated time.
- List problems
Returns the problems in your Freshservice account, optionally only those updated since a given time.
- List releases
Returns the releases in your Freshservice account, optionally only those updated since a given time.
- List Requesters
Lists requesters.
- List Tickets
Lists tickets, optionally filtered.
- Reply to a Ticket
Adds a public reply to a ticket.
- Two-way sync delete ticket
Deletes a ticket. For use only with two-way sync delete triggers.
- Update Change
Updates a change given its ID.
- Update Problem
Updates a problem given its ID.
- 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.
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More into Plumsail Documents
Questions
Freshservice and Plumsail Documents, answered
What can start an automation from Freshservice?
Any of Freshservice's 10 triggers in the catalog, including New or Updated Change, New or Updated Release, Two-way sync new and updated changes and Two-way sync new and updated problems with PagerDuty ID. 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 Freshservice?
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 Freshservice?
Plumsail Documents has no triggers in the catalog today, so automations start in Freshservice. 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 Freshservice 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.
Can my AI client use Freshservice and Plumsail Documents 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.