--- title: "Connect timelink to Plumsail Documents - APIANT.ai" description: "When \"New Time Entry\" fires in timelink, your agent runs \"Convert CSV to Excel File (XLSX)\" in Plumsail Documents." canonical: "https://apiant.ai/connect/timelink-to-plumsail-documents" --- # Connect timelink to Plumsail Documents When **New Time Entry** fires in [timelink](https://apiant.ai/connections/timelink), 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. timelink **3** triggers timelink **24** 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 timelink 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 timelink can start in Plumsail Documents - When **New Time Entry** in timelink then **Convert CSV to Excel File (XLSX)** in Plumsail Documents - When **Updated Time Entry** in timelink 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 timelink and Plumsail Documents ## Triggers and actions 3 triggers · 46 actions - Trigger **Deleted Time Entry** Triggers when a time entry is deleted. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Create Client** Creates a new client in timelink. - Action **Create Project** Creates a new project in timelink, optionally assigned to a client. - Action **Create Service** Creates a new service (a type of work you track time against) in timelink. - Action **Create Time Entry** Creates a time entry for a user in timelink, optionally linked to a client, project and service. - Action **Delete client** Deletes a client in timelink. - Action **Delete project** Deletes a project in timelink. - Action **Delete service** Deletes a service in timelink. - Action **Delete time entry** Deletes a time entry from timelink. - Action **Find Client** Finds clients whose details match the search text, optionally filtered by active status or ids. - Action **Find Project** Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects. - Action **Find Service** Searches your timelink services by text, for example part of the service name, and returns the matching services. - Action **Find Time Entry** Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries. - Action **Get client** Returns a single client by its ID. - Action **Get project** Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags. - Action **Get service** Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status. - Action **Get time entry** Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times. - Action **Get user** Returns a single timelink user by ID, including name, email, active status, timezone and language. - Action **List clients** Returns the clients in your timelink account, optionally filtered by search text or active status. - Action **List services** Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids. - Action **List users** Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids. - Action **Update Client** Updates an existing client in timelink. Only the fields you fill in are changed. - Action **Update Project** Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed. - Action **Update Service** Updates an existing service in timelink, such as its name, color, billable or active status. - Action **Update Time Entry** Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service. - 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 - [ **timelink** timelink is a time recording tool that optionally uses a physical touch display as an input device.](https://apiant.ai/connections/timelink) - [ **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 timelink - [ **timelink to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/timelink-to-trello) - [ **timelink to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/timelink-to-zoom) - [ **timelink to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/timelink-to-twilio) - [ **timelink to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/timelink-to-typeform) - [ **timelink to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/timelink-to-webflow) - [ **timelink 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/timelink-to-wix) ## 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 ## timelink and Plumsail Documents, answered ### ### What can start an automation from timelink? Any of timelink's 3 triggers in the catalog, including New Time Entry, Updated Time Entry and Deleted Time Entry. 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 timelink? 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 timelink? Plumsail Documents has no triggers in the catalog today, so automations start in timelink. 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 timelink 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 timelink 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.