--- title: "Connect Motion to Plumsail Documents - APIANT.ai" description: "When \"New Comment\" fires in Motion, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/motion-to-plumsail-documents" --- # Connect Motion to Plumsail Documents When **New Comment** fires in [Motion](https://apiant.ai/connections/motion), 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. Motion **4** triggers Motion **17** 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 Motion 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 Motion can start in Plumsail Documents - When **New Comment** in Motion then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **New or Updated Task** in Motion 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 Motion and Plumsail Documents ## Triggers and actions 4 triggers · 39 actions - Trigger **New Comment** Triggered when a new comment is added to the selected task. - Trigger **New or Updated Task** Triggers when a task is created or updated in Motion. - Trigger **New Project** Triggered when a new project is created in a Motion workspace. - Trigger **New Task** Triggered when a new task is created in Motion. Can be limited to a workspace, project, assignee, label, name or status. - Action **Create Comment** Creates a new comment on a Motion task and returns the created comment. - Action **Create Project** Creates a new project in a Motion workspace, optionally from a project template, and returns the created project. - Action **Create Recurring Task** Creates a recurring task in a Motion workspace, assigned to a person and repeating on the frequency you choose. Returns the new recurring task. - Action **Create Task** Creates a task in a Motion workspace, optionally with a due date, assignee, project, labels and auto-scheduling. Returns the new task. - Action **Delete Recurring Task** Deletes a recurring task in Motion by its ID. - Action **Delete Task** Deletes a Motion task by its ID. - Action **Find Task** Returns the tasks whose name contains the specified text, optionally narrowed by workspace, project, assignee, label or status. - Action **Get Project** Returns a single Motion project by its ID, including its status, timestamps and custom field values. An error occurs if the project is not found. - Action **Get Task** Returns a Motion task by its ID, including its schedule, assignees, project, workspace and custom field values. An error occurs if the task is not found. - Action **List Comments** Returns all comments on a Motion task, including each comment's content, creation time and creator. - Action **List Projects** Returns all projects in a Motion workspace, including each project's status and custom field values. - Action **List Recurring Tasks** Returns all recurring tasks in a Motion workspace, including each task's assignee, project, status, priority and labels. - Action **List Tasks** Returns the tasks in Motion, across every page of results, optionally narrowed by workspace, project, assignee, label, name or status. - Action **Move Task** Moves a task to a different workspace, optionally assigning it to a user there, and returns the updated task. - Action **Set Project Custom Field Value** Sets the value of an existing custom field on a project and returns the value that was saved. - Action **Unassign Task** Removes the assignee from a Motion task, leaving the task unassigned. - Action **Update Task** Updates an existing Motion task by ID and returns the updated task, including its title, schedule, status, priority, labels and assignee. - 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 - [ **Motion** Motion uses artificial intelligence to optimize your and your team’s day.](https://apiant.ai/connections/motion) - [ **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 Motion - [ **Motion to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/motion-to-salesforce) - [ **Motion to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/motion-to-slack) - [ **Motion to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/motion-to-stripe) - [ **Motion to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/motion-to-shopify) - [ **Motion to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/motion-to-quickbooks-online) - [ **Motion to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/motion-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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Motion and Plumsail Documents, answered ### ### What can start an automation from Motion? Any of Motion's 4 triggers in the catalog, including New Comment, New or Updated Task, New Project and New Task. 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 Motion? 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 Motion? Plumsail Documents has no triggers in the catalog today, so automations start in Motion. 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 Motion 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 Motion 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.