--- title: "Connect GoHighLevel to TemplateDocs - APIANT.ai" description: "When \"New or updated contact\" fires in GoHighLevel, your agent runs \"Add template\" in TemplateDocs." canonical: "https://apiant.ai/connect/gohighlevel-to-templatedocs" --- # Connect GoHighLevel to TemplateDocs When **New or updated contact** fires in [GoHighLevel](https://apiant.ai/connections/gohighlevel), 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. GoHighLevel **1** trigger GoHighLevel **29** 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 GoHighLevel 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 GoHighLevel can start in TemplateDocs - When **New or updated contact** in GoHighLevel then **Add template** in TemplateDocs - When **New or updated contact** in GoHighLevel 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 GoHighLevel and TemplateDocs ## Triggers and actions 1 trigger · 34 actions - Trigger **New or updated contact** Triggered when a contact is created or updated in your HighLevel sub-account. - Action **Create appointment** Book a new calendar appointment. - Action **Create note** Add a note to a contact. - Action **Create opportunity** Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting. - Action **Create task** Create a task on a contact. - Action **Delete appointment** Cancel/delete a calendar event or appointment. - Action **Delete contact** Delete a contact. - Action **Delete note** Delete a note from a contact. - Action **Delete task** Delete a task from a contact. - Action **Find contacts** Search contacts by name, email, phone, or other criteria. - Action **Find conversations** Search conversations by contact or other criteria. - Action **Find opportunities** Search opportunities by pipeline, stage, contact, or other criteria. - Action **Get appointment** Retrieve a single calendar appointment by ID. - Action **Get calendar** Retrieve a single calendar's configuration by ID. - Action **Get contact** Retrieve a single contact by ID. - Action **Get conversation** Retrieve a single conversation by ID. - Action **Get note** Retrieve a single note on a contact. - Action **Get opportunity** Retrieve a single opportunity by ID. - Action **List calendar events** List calendar events within a date range. - Action **List calendars** List all calendars for the location. - Action **List notes** List all notes on a contact. - Action **List tasks** List all tasks on a contact. - Action **Remove tags from contact** Remove one or more tags from a contact. - Action **Send a message** Send an SMS, email, or other conversation message to a contact. - Action **Update appointment** Update an existing calendar appointment. - Action **Update contact** Update an existing contact's fields. - Action **Update note** Update an existing note on a contact. - Action **Update task** Update an existing task on a contact. - Action **Upsert contact** Create a contact or update it if a matching contact already exists. - Action **Upsert opportunity** Create an opportunity or update it if a matching one already exists. - 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 - [ **GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connections/gohighlevel) - [ **TemplateDocs** TemplateDocs is a tool for creating documents from templates.](https://apiant.ai/connections/templatedocs) Reviews ## What our customers say ## More from GoHighLevel - [ **GoHighLevel to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/gohighlevel-to-linkedin) - [ **GoHighLevel to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/gohighlevel-to-facebook) - [ **GoHighLevel to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/gohighlevel-to-anthropic) - [ **GoHighLevel to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/gohighlevel-to-supabase) - [ **GoHighLevel to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/gohighlevel-to-elevenlabs) - [ **GoHighLevel to Pushover** Pushover sends real-time push notifications to your phone, tablet, desktop, and watch.](https://apiant.ai/connect/gohighlevel-to-pushover) ## 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 ## GoHighLevel and TemplateDocs, answered ### ### What can start an automation from GoHighLevel? Any of GoHighLevel's 1 trigger in the catalog, including New or updated contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TemplateDocs when something happens in GoHighLevel? 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 GoHighLevel? TemplateDocs has no triggers in the catalog today, so automations start in GoHighLevel. 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 GoHighLevel 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 GoHighLevel 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.