--- title: "Connect Workiom to Docmosis - APIANT.ai" description: "When \"New Record\" fires in Workiom, your agent runs \"Convert document\" in Docmosis." canonical: "https://apiant.ai/connect/workiom-to-docmosis" --- # Connect Workiom to Docmosis When **New Record** fires in [Workiom](https://apiant.ai/connections/workiom), your agent runs **Convert document** in [Docmosis](https://apiant.ai/connections/docmosis). Describe the whole flow and it is built, tested on every scenario and kept running. Workiom **1** trigger Docmosis **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Workiom and Docmosis 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 Workiom can start in Docmosis - When **New Record** in Workiom then **Convert document** in Docmosis - When **New Record** in Workiom then **Generate a Document** in Docmosis 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 Workiom and Docmosis ## Triggers and actions 1 trigger · 11 actions - Trigger **New Record** Triggered when a new record is created in the selected Workiom list. - Action **Add image** Upload an image for use in templates. - Action **Add template** Upload a template file. - Action **Convert document** Convert an uploaded document to another format (e.g. PDF). - Action **Delete image** Delete a stored image by name. - Action **Delete template** Delete a template by name. - Action **Generate a Document** Send data to the Docmosis Cloud service, that will be merged with a template, to generate a document. - Action **Get template** Download a template file by name. - Action **Get template details** Get metadata for a template. - Action **Get template sample data** Get sample data for a template's fields. - Action **List images** List images stored in the account. - Action **List templates** List templates stored in the account. ## Each app on its own - [ **Workiom** Workiom helps you create apps like CRM, Tasks Management, and Ticketing system all in one place by yourself](https://apiant.ai/connections/workiom) - [ **Docmosis** Docmosis is a template-based document generation service.](https://apiant.ai/connections/docmosis) Reviews ## What our customers say ## More from Workiom - [ **Workiom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/workiom-to-hubspot) - [ **Workiom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/workiom-to-salesforce) - [ **Workiom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/workiom-to-slack) - [ **Workiom to Google Sheets** Google Sheets](https://apiant.ai/connect/workiom-to-google-sheets) - [ **Workiom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/workiom-to-gmail) - [ **Workiom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/workiom-to-google-calendar) ## More into Docmosis - [ **HubSpot to Docmosis** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docmosis) - [ **Salesforce to Docmosis** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docmosis) - [ **Slack to Docmosis** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docmosis) - [ **Google Sheets to Docmosis** Google Sheets](https://apiant.ai/connect/google-sheets-to-docmosis) - [ **Gmail to Docmosis** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docmosis) - [ **Google Calendar to Docmosis** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docmosis) Questions ## Workiom and Docmosis, answered ### ### What can start an automation from Workiom? Any of Workiom's 1 trigger in the catalog, including New Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docmosis when something happens in Workiom? Any of Docmosis's 11 actions, including Add image, Add template, Convert document and Generate a Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docmosis to Workiom? Docmosis has no triggers in the catalog today, so automations start in Workiom. If you need the other direction, ask: your agent reads Docmosis's API documentation and adds it. ### ### Do I have to build a connector for Workiom or Docmosis? 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 Workiom and Docmosis without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Docmosis 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.