--- title: "Connect More Good Reviews to Plumsail Documents - APIANT.ai" description: "When \"Customers: New Customer\" fires in More Good Reviews, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/more-good-reviews-to-plumsail-documents" --- # Connect More Good Reviews to Plumsail Documents When **Customers: New Customer** fires in [More Good Reviews](https://apiant.ai/connections/more-good-reviews), your agent runs **Convert CSV to Excel File (XLSX)** in [Plumsail Documents](https://apiant.ai/connections/plumsail-documents). Describe the whole flow and it is built, tested on every scenario and kept running. More Good Reviews **2** triggers More Good Reviews **34** actions Plumsail Documents **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want More Good Reviews and Plumsail Documents 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 More Good Reviews can start in Plumsail Documents - When **Customers: New Customer** in More Good Reviews then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **Reviews: New Review** in More Good Reviews 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 More Good Reviews and Plumsail Documents ## Triggers and actions 2 triggers · 56 actions - Trigger **Customers: New Customer** Triggers when a new customer is added to your More Good Reviews project. - Trigger **Reviews: New Review** Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet. - Action **Asks: Create Ask** Schedules a review request to a customer by email and/or SMS, with optional reminder messages. - Action **Charges: Create Charge** Records a revenue charge for a customer, identified by email or phone, from an external billing system. - Action **Charges: Delete Charge** Permanently deletes a mistaken charge (revenue event) from the project. - Action **Customers: Archive Customer** Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them. - Action **Customers: Cancel Customer Unsent Messages** Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer. - Action **Customers: Create Customer** Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply. - Action **Customers: Delete Customer** Deletes a customer from your More Good Reviews project. - Action **Customers: Get Customer** Returns one customer in your project, including their contact details, location and tags. - Action **Customers: List Customer Charges** Returns the revenue charges recorded for one customer, newest first. - Action **Customers: List Customer Messages** Returns the outreach message history (email and SMS review requests) for one customer. - Action **Customers: List Customers** Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted. - Action **Customers: Resubscribe Customer** Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again. - Action **Customers: Unarchive Customer** Restores an archived customer so review requests and integrations treat them as active again. - Action **Customers: Unsubscribe Customer** Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them. - Action **Customers: Update Customer Notes** Replaces the internal notes stored on a More Good Reviews customer. - Action **Customers: Update Customer Tags** Replaces the tags assigned to a customer with the provided list of tag slugs. - Action **Locations: Get Location** Returns a single project location, including its name, display name, slug, store code and address. - Action **Locations: List Locations** Returns every active location on the More Good Reviews project, including each location's slug, store code and address. - Action **Locations: Update Location** Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed. - Action **Messages: Delete Message** Deletes a scheduled or sent outreach message from the project. - Action **Reviews: Delete Review** Deletes a review from the More Good Reviews project. - Action **Reviews: List Reviews** Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date. - Action **Reviews: Mark Review Replied** Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text. - Action **Reviews: Update Review Duplicate Flag** Marks a review as a duplicate, or clears its duplicate mark. - Action **Reviews: Update Review Tags** Replaces all tags on a review with the given list of tag slugs. - Action **Reviews: Update Review Visibility** Shows or hides a review in More Good Reviews public displays. - Action **Sources: Create Source** Creates a review source in your More Good Reviews project, such as a platform where reviews are collected. - Action **Sources: Delete Source** Deletes a review source from the project when it is no longer used. - Action **Sources: List Sources** Returns the review sources (such as Google or Facebook) available for the project's reviews. - Action **Sources: Update Source** Updates the name, slug, color, or icon of an existing review source. - Action **Tags: Create Tag** Creates a tag in your More Good Reviews project for organizing customers or reviews. - Action **Tags: Delete Tag** Deletes a tag from the project, removing it from use on customers and reviews. - Action **Tags: List Tags** Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags. - Action **Tags: Update Tag** Updates an existing tag's name, slug, color, icon, or AI tagging settings. - Action **Add HTML Watermark to PDF** Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF. - Action **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. - Action **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. - Action **Add Text Watermark to PDF** Adds a text watermark to a PDF and returns a download link to the watermarked file. - Action **Compress PDF** Compresses 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 DOCX** Converts a legacy Word DOC document into a DOCX file and returns a download link to the result. - Action **Convert DOCX to PDF** Converts a Word DOCX document to PDF and returns a download link to the PDF. - Action **Convert PPT to PPTX** Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file. - Action **Convert PPTX to PDF** Converts a PowerPoint PPTX presentation into a PDF file and returns a download link. - Action **Convert to PDF** Converts a document from a public URL into a PDF file and returns a download link to the PDF. - Action **Convert XLS to XLSX** Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result. - Action **Convert XLSX to PDF** Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result. - Action **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. - Action **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. - Action **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. - Action **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. - Action **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. - Action **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. - Action **Merge Any Files Into PDF** Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link. - Action **Merge DOCX Files** Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result. - Action **Protect PDF** Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF. ## Each app on its own - [ **More Good Reviews** Get more good reviews from your customers.](https://apiant.ai/connections/more-good-reviews) - [ **Plumsail Documents** Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms.](https://apiant.ai/connections/plumsail-documents) Reviews ## What our customers say ## More from More Good Reviews - [ **More Good Reviews to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/more-good-reviews-to-salesforce) - [ **More Good Reviews to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/more-good-reviews-to-slack) - [ **More Good Reviews to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/more-good-reviews-to-stripe) - [ **More Good Reviews to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/more-good-reviews-to-shopify) - [ **More Good Reviews to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/more-good-reviews-to-quickbooks-online) - [ **More Good Reviews to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/more-good-reviews-to-pipedrive) ## More into Plumsail Documents - [ **HubSpot to Plumsail Documents** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plumsail-documents) - [ **Salesforce to Plumsail Documents** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-plumsail-documents) - [ **Slack to Plumsail Documents** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-plumsail-documents) - [ **Google Sheets to Plumsail Documents** Google Sheets](https://apiant.ai/connect/google-sheets-to-plumsail-documents) - [ **Gmail to Plumsail Documents** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plumsail-documents) - [ **Google Calendar to Plumsail Documents** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plumsail-documents) Questions ## More Good Reviews and Plumsail Documents, answered ### ### What can start an automation from More Good Reviews? Any of More Good Reviews's 2 triggers in the catalog, including Customers: New Customer and Reviews: New Review. 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 More Good Reviews? 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 More Good Reviews? Plumsail Documents has no triggers in the catalog today, so automations start in More Good Reviews. 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 More Good Reviews 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 More Good Reviews 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.