Integration
Connect Syncro to TemplateDocs
When New Customer fires in Syncro, your agent runs Add template in TemplateDocs. 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 Syncro and TemplateDocs 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 Syncro can start in TemplateDocs
When New Customer in Syncro
then Add template in TemplateDocs
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 Syncro and TemplateDocs
Triggers and actions 4 triggers ยท 16 actions
- New Customer
Triggers when a new customer is created in Syncro.
- New Invoice
Triggers when a new invoice is created in Syncro.
- New RMM Alert
Triggers when a new RMM alert is raised on a monitored asset in Syncro.
- Ticket Status Changed
Triggers when a Syncro ticket moves to a different status.
- Create Appointment
Creates an appointment in Syncro, optionally linked to a customer, ticket and technicians.
- Create Contact
Creates a contact under an existing Syncro customer.
- Create Customer
Creates a new customer in Syncro with contact details, address, and notification preferences.
- Create Estimate
Creates an estimate for a customer in Syncro, optionally with line items.
- Create Lead
Creates a new lead in Syncro with the contact details and optional ticket information you provide.
- Create Ticket
Creates a ticket for a customer in Syncro.
- Create Ticket Timer Entry
Logs a time entry against a Syncro ticket, recording when work started and ended (or how long it took) and any notes.
- Find Customer
Finds customers by search text, email, name, business name or ID and returns the matching customers.
- Update Contact
Updates an existing contact in Syncro, changing its name, address, email, phone and other details.
- Update Customer
Updates an existing customer in Syncro. Only the fields you fill in are changed.
- Update Ticket
Updates an existing Syncro ticket's subject, status, assignment, dates and other details. Only the fields you fill in are changed.
- Add template
Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it.
- Delete template
Removes a template from your TemplateDocs account.
- Get template
Returns the details of one template, including its name, size, checksum and the placeholder tags it contains.
- List templates
Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags.
- Update template
Renames a template or changes its settings. Returns the id of the template that was updated.
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
Reviews
What our customers say
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Questions
Syncro and TemplateDocs, answered
What can start an automation from Syncro?
Any of Syncro's 4 triggers in the catalog, including New Customer, New Invoice, New RMM Alert and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TemplateDocs when something happens in Syncro?
Any of TemplateDocs's 5 actions, including Update template, Add template, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TemplateDocs to Syncro?
TemplateDocs has no triggers in the catalog today, so automations start in Syncro. If you need the other direction, ask: your agent reads TemplateDocs's API documentation and adds it.
Do I have to build a connector for Syncro or TemplateDocs?
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 Syncro and TemplateDocs 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.