# Connect Streamtime to Plumsail Documents When **Company Created** fires in [Streamtime](https://apiant.ai/connections/streamtime), 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. Streamtime **8** triggers Streamtime **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 Streamtime and Plumsail Documents to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Streamtime can start in Plumsail Documents - When **Company Created** in Streamtime then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **Company Updated** in Streamtime 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 Streamtime and Plumsail Documents ## Triggers and actions 8 triggers · 39 actions - Trigger **Company Created** Triggers when a new company is created in Streamtime. - Trigger **Company Updated** Triggers when a company in Streamtime is created or any of its details change. - Trigger **Job Activity** Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job. - Trigger **Job Comment Created** Triggers when a new comment is posted on a Streamtime job. - Trigger **Job Created** Triggers when a new job is created in Streamtime. - Trigger **Label Added** Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen. - Trigger **Quote Approved** Triggers when a quote is approved in Streamtime. - Trigger **Quote Sent** Triggers when a quote is sent to a client in Streamtime. - Action **Add Label** Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime. - Action **Create Company** Creates a new company (client or supplier) in Streamtime. - Action **Create Contact** Creates a new contact under a company in Streamtime. - Action **Create Expense** Creates a logged expense against a job in Streamtime. - Action **Create Job Comment** Adds a comment to a Streamtime job's activity feed. - Action **Create Job Post** Creates a post in a job's activity feed in Streamtime. - Action **Create Personal ToDo** Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date. - Action **Find Branch** Finds Streamtime branches whose name or external name matches the given branch name. - Action **Find Company** Finds companies in Streamtime that match a search filter, such as a company name. - Action **Find Contact** Searches Streamtime contacts matching a filter and returns the matching contacts. - Action **Find Expense** Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition. - Action **Find Invoice** Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status. - Action **Find Job** Finds jobs that match a search filter, such as a job name or status condition. - Action **Find Quote** Searches Streamtime quotes matching a filter and returns the matching quotes. - Action **Find User** Finds users in your Streamtime organisation by email address or display name. - Action **Get ToDo** Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs. - Action **List Job Activity Entries** Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type. - 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 - [ **Streamtime** Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling...](https://apiant.ai/connections/streamtime) - [ **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 Streamtime - [ **Streamtime to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/streamtime-to-stripe) - [ **Streamtime to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/streamtime-to-trello) - [ **Streamtime to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/streamtime-to-zoom) - [ **Streamtime to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/streamtime-to-twilio) - [ **Streamtime to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/streamtime-to-typeform) - [ **Streamtime to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/streamtime-to-webflow) ## 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 ## Streamtime and Plumsail Documents, answered ### ### What can start an automation from Streamtime? Any of Streamtime's 8 triggers in the catalog, including Company Created, Company Updated, Job Comment Created and Job Created. 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 Streamtime? 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 Streamtime? Plumsail Documents has no triggers in the catalog today, so automations start in Streamtime. 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 Streamtime 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. ### ### 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.