Integration
Connect Hubflo to Plumsail Documents
When Company Updated fires in Hubflo, 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 Hubflo and Plumsail Documents 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 Hubflo can start in Plumsail Documents
When Company Updated in Hubflo
then Convert CSV to Excel File (XLSX) in Plumsail Documents
When New Chatroom in Hubflo
then Add HTML Watermark to PDF 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 Hubflo and Plumsail Documents
Triggers and actions 15 triggers · 70 actions
Trigger
Client Invited to PortalTriggers when a new invitation to the portal is created.
Trigger
Company UpdatedTriggers when a company is updated.
Trigger
Message SentTriggers when a message is sent in a chatroom
Trigger
New ChatroomTriggers when a new chatroom is created.
Trigger
New Comment on a TaskTriggers when a new comment is created on a task.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New File UploadedTriggers when a new file is uploaded.
Trigger
New FolderTriggers when a new folder is created.
Trigger
New FormTriggers when a new form is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New ProposalTriggers when a new proposal is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time LogTriggers when a new time log is created.
Trigger
New WorkspaceTriggers when a new workspace is created.
Action
Add a Participant to the ChatroomAdd a participant to the Chatroom.
Action
Add Comment to a TaskAdds a Comment to a Task.
Action
Add Embed to WorkspaceAdds embed to workspace
Action
Add Link to WorkspaceAdds link to workspace
Action
Add Project SectionAdd a section with tasks to a project
Action
Create a File for a TaskCreate a File for a Task.
Action
Create CompanyCreates a Company
Action
Create ContactCreates a Contact
Action
Create New Time EntryCreates a New Time Entry
Action
Create NoteCreates a Note
Action
Create ProjectCreate a Project
Action
Create ProposalCreates a proposal
Action
Create TaskCreates a Task
Action
Create WorkspaceCreates a Workspace
Action
Create Workspace FolderAdd a new folder to a workspace.
Action
Create Workspace NoteCreates a Note in a Workspace
Action
Delete WorkspaceDeletes a workspace - Irreversible
Action
Edit Time EntryEdits a Particular Time Entry
Action
Find a CompanyRetrieves a Company.
Action
Find a FormFinds a Desired Form
Action
Find an Form AssignmentFinds an Assignment of a Form.
Action
Find ChatroomFind chatroom from contacts.
Action
Find ContactFinds a Contact by Email
Action
Find Content ItemsFinds Content Items in a Organization.
Action
Find ProjectReturns the projects matching a name, owner, client contact or workspace.
Action
Find Sections of a ProjectFinds Sections of a Projects.
Action
Find the Form AssignmentsFinds Assignments of a Form.
Action
Find the TasksFindsTasks or Subtasks.
Action
Find WorkspaceReturns the workspaces matching a title, a workspace id or a project.
Action
Find Workspace FolderFinds a Folder by Title in a Workspace
Action
Get CompaniesReturns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.
Action
Get ContactsGet all your contacts
Action
Invite Contact to WorkspaceInvite contact to a workspace
Action
List Task CommentsLists all Comments of a Task.
Action
Retrieve a Comment of TaskRetrieves a Comment of Task.
Action
Retrieve a TaskRetrieves a Particular Task.
Action
Retrieve Chatroom ParticipantsRetrieve chatroom participants
Action
Retrieve MembersRetrieve members of an organization
Action
Retrieve Messages of a ChatroomRetrieves messages from a given Chatroom.
Action
Send Form to a ClientSends form to a client.
Action
Send Message in a ChatroomSends a Message in a Chatroom.
Action
Update CompanyUpdates a Company
Action
Update ContactUpdates a Contact
Action
Update Embed in WorkspaceUpdates embed in workspace
Action
Update ProjectUpdates a Project
Action
Update TaskUpdates a Task
Action
Update WorkspaceUpdates a workspace.
Action
Update Workspace FolderUpdates a Workspace folder.
Action
Add HTML Watermark to PDFAdds an HTML watermark to a PDF document and returns a link to the watermarked PDF.
Action
Add Image Watermark to PDFAdds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.
Action
Add PDF Watermark to PDFOverlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.
Action
Add Text Watermark to PDFAdds a text watermark to a PDF and returns a download link to the watermarked file.
Action
Compress PDFCompresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.
Action
Convert CSV to Excel File (XLSX)Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.
Action
Convert DOC to DOCXConverts a legacy Word DOC document into a DOCX file and returns a download link to the result.
Action
Convert DOCX to PDFConverts a Word DOCX document to PDF and returns a download link to the PDF.
Action
Convert PPT to PPTXConverts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.
Action
Convert PPTX to PDFConverts a PowerPoint PPTX presentation into a PDF file and returns a download link.
Action
Convert to PDFConverts a document from a public URL into a PDF file and returns a download link to the PDF.
Action
Convert XLS to XLSXConverts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.
Action
Convert XLSX to PDFConverts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.
Action
Fill in PDF FormFills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.
Action
Fill Merge Fields in DOCX DocumentFills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.
Action
Generate Document From DOCX TemplateCreates a document from a Word DOCX template filled with your data and returns a download link to the result.
Action
Generate Document From Fillable PDFGenerates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.
Action
Generate Document From PPTX TemplateCreates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.
Action
Generate Document From XLSX TemplateCreates a document from an Excel XLSX template filled with your data and returns a download link to the result.
Action
Merge Any Files Into PDFConverts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.
Action
Merge DOCX FilesMerges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.
Action
Protect PDFAdds 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
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Questions
Hubflo and Plumsail Documents, answered
What can start an automation from Hubflo?
Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. 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 Hubflo?
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 Hubflo?
Plumsail Documents has no triggers in the catalog today, so automations start in Hubflo. 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 Hubflo 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 Hubflo 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.