--- title: "Connect Vouchery.io to TemplateDocs - APIANT.ai" description: "When \"New Voucher\" fires in Vouchery.io, your agent runs \"Add template\" in TemplateDocs." canonical: "https://apiant.ai/connect/vouchery-io-to-templatedocs" --- # Connect Vouchery.io to TemplateDocs When **New Voucher** fires in [Vouchery.io](https://apiant.ai/connections/vouchery-io), your agent runs **Add template** in [TemplateDocs](https://apiant.ai/connections/templatedocs). Describe the whole flow and it is built, tested on every scenario and kept running. Vouchery.io **1** trigger Vouchery.io **14** actions TemplateDocs **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Vouchery.io and TemplateDocs 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 Vouchery.io can start in TemplateDocs - When **New Voucher** in Vouchery.io then **Add template** in TemplateDocs - When **New Voucher** in Vouchery.io then **Update 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 Vouchery.io and TemplateDocs ## Triggers and actions 1 trigger · 19 actions - Trigger **New Voucher** Triggers when a new voucher is created in the selected Vouchery campaign. - Action **Add campaign** Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign. - Action **Assign vouchers to customer** Assigns one or more voucher codes to a customer and returns the customer's updated record. - Action **Cancel redemption** Cancels a redemption by its redemption ID, marking it as cancelled. - Action **Confirm redemption** Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption. - Action **Create Customer** Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata. - Action **Create Redemption** Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted. - Action **Delete customer** Deletes a customer from your Vouchery project by their identifier. - Action **Find Voucher** Finds a voucher by its code and returns its status, campaign, customer and redemption details. - Action **Get campaign** Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics. - Action **Get customer** Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics. - Action **Get redemption** Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards. - Action **List campaigns** Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program. - Action **List customers** Returns the customers in your Vouchery project, optionally filtered by identifier or email. - Action **Update customer** Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide are changed. - Action **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. - Action **Delete template** Removes a template from your TemplateDocs account. - Action **Get template** Returns the details of one template, including its name, size, checksum and the placeholder tags it contains. - Action **List templates** Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags. - Action **Update template** Renames a template or changes its settings. Returns the id of the template that was updated. ## Each app on its own - [ **Vouchery.io** Vouchery is an all-in-one promotional suite to help you orchestrate & deliver the right incentive at every...](https://apiant.ai/connections/vouchery-io) - [ **TemplateDocs** TemplateDocs is a tool for creating documents from templates.](https://apiant.ai/connections/templatedocs) Reviews ## What our customers say ## More from Vouchery.io - [ **Vouchery.io to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vouchery-io-to-zoom) - [ **Vouchery.io to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vouchery-io-to-webflow) - [ **Vouchery.io 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/vouchery-io-to-wix) - [ **Vouchery.io to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vouchery-io-to-linkedin) - [ **Vouchery.io to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vouchery-io-to-facebook) - [ **Vouchery.io to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vouchery-io-to-anthropic) ## More into TemplateDocs - [ **Goaffpro to TemplateDocs** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-templatedocs) - [ **Mailjet to TemplateDocs** Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails.](https://apiant.ai/connect/mailjet-to-templatedocs) - [ **Perigon to TemplateDocs** REST API for real-time news search, monitoring, and enriched data on companies, people, and topics.](https://apiant.ai/connect/perigon-to-templatedocs) - [ **HubSpot to TemplateDocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templatedocs) - [ **Salesforce to TemplateDocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templatedocs) - [ **Slack to TemplateDocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templatedocs) Questions ## Vouchery.io and TemplateDocs, answered ### ### What can start an automation from Vouchery.io? Any of Vouchery.io's 1 trigger in the catalog, including New Voucher. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TemplateDocs when something happens in Vouchery.io? 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 Vouchery.io? TemplateDocs has no triggers in the catalog today, so automations start in Vouchery.io. 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 Vouchery.io 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 Vouchery.io 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.