--- title: "Connect SuiteDash to Templated - APIANT.ai" description: "When \"New Company\" fires in SuiteDash, your agent runs \"Add template from render\" in Templated." canonical: "https://apiant.ai/connect/suitedash-to-templated" --- # Connect SuiteDash to Templated When **New Company** fires in [SuiteDash](https://apiant.ai/connections/suitedash), your agent runs **Add template from render** in [Templated](https://apiant.ai/connections/templated). Describe the whole flow and it is built, tested on every scenario and kept running. SuiteDash **3** triggers SuiteDash **9** actions Templated **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SuiteDash and Templated 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 SuiteDash can start in Templated - When **New Company** in SuiteDash then **Add template from render** in Templated - When **New Contact** in SuiteDash then **Create Render** in Templated 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 SuiteDash and Templated ## Triggers and actions 3 triggers · 16 actions - Trigger **New Company** Triggers when a new company is created in SuiteDash. - Trigger **New Contact** Triggers when a new contact is created in SuiteDash. - Trigger **New Project** Triggers when a new project is created in SuiteDash. - Action **Add contacts to marketing audience** Subscribes a contact to one or more SuiteDash marketing audiences. - Action **Create Company** Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact. - Action **Create Contact** Creates a new CRM contact (lead, client or prospect) in SuiteDash. - Action **Find Company** Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields. - Action **Find Contacts** Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record. - Action **Find Project** Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project. - Action **List worlds** Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up). - Action **Update Contact** Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact. - Action **Update Project** Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name. - Action **Add template from render** Create a new template by cloning a render's template with its layer modifications. - Action **Create Render** Generate an image, video, or PDF from a Templated template. Pick the template, override layer content, and get back the render URL. - Action **Delete render** Delete a render by id. - Action **Get render** Retrieve one render by id. - Action **Get template** Retrieve one template by id. - Action **List renders for template** List render jobs for one template, optional external id filter, paginated. - Action **Merge Renders** Merge multiple renders into a single PDF. ## Each app on its own - [ **SuiteDash** SuiteDash is a multi-tool business management platform that enables collaboration & communication both with...](https://apiant.ai/connections/suitedash) - [ **Templated** Templated automates the rendering of images using well-crafted templates.](https://apiant.ai/connections/templated) Reviews ## What our customers say ## More from SuiteDash - [ **SuiteDash to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/suitedash-to-trello) - [ **SuiteDash to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/suitedash-to-zoom) - [ **SuiteDash to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/suitedash-to-twilio) - [ **SuiteDash to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/suitedash-to-typeform) - [ **SuiteDash to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/suitedash-to-webflow) - [ **SuiteDash to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/suitedash-to-wix) ## More into Templated - [ **HubSpot to Templated** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templated) - [ **Salesforce to Templated** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templated) - [ **Slack to Templated** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templated) - [ **Google Sheets to Templated** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-templated) - [ **Gmail to Templated** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-templated) - [ **Google Calendar to Templated** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-templated) Questions ## SuiteDash and Templated, answered ### ### What can start an automation from SuiteDash? Any of SuiteDash's 3 triggers in the catalog, including New Company, New Contact and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Templated when something happens in SuiteDash? Any of Templated's 7 actions, including Create Render, Add template from render, Get render and Get template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Templated to SuiteDash? Templated has no triggers in the catalog today, so automations start in SuiteDash. If you need the other direction, ask: your agent reads Templated's API documentation and adds it. ### ### Do I have to build a connector for SuiteDash or Templated? 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 SuiteDash and Templated 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.