--- title: "Connect Zenlist to TemplateDocs - APIANT.ai" description: "When \"New and Updated Chat Messages\" fires in Zenlist, your agent runs \"Add template\" in TemplateDocs." canonical: "https://apiant.ai/connect/zenlist-to-templatedocs" --- # Connect Zenlist to TemplateDocs When **New and Updated Chat Messages** fires in [Zenlist](https://apiant.ai/connections/zenlist), 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. Zenlist **1** trigger Zenlist **13** 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 Zenlist 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 Zenlist can start in TemplateDocs - When **New and Updated Chat Messages** in Zenlist then **Add template** in TemplateDocs - When **New and Updated Chat Messages** in Zenlist 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 Zenlist and TemplateDocs ## Triggers and actions 1 trigger ยท 18 actions - Trigger **New and Updated Chat Messages** Triggers when a client chat message is created or changed in Zenlist. - Action **Create a Client Invitation** Sends a new client invitation from an agent to a client by email, and returns the created invitation. - Action **Get agent** Returns a Zenlist agent by ID, including name, MLS details, contact info and linked account. - Action **Get chat message** Returns a single client chat message by its Zenlist ID. - Action **Get client** Returns a Zenlist client by ID, including name, contact details and assigned agent. - Action **Get client invitation** Returns a client invitation by its Zenlist ID, including its state, invitee details and the inviting agent. - Action **Get event** Returns a single client activity event (listing view, save, tour request, note, saved search or new session) by its Zenlist ID. - Action **Get message counts** Returns the total number of unread chat messages across all conversations for an agent, identified by their MLS member ID. - Action **Get search** Returns a saved client search by its Zenlist ID. - Action **List agents** Returns the list of agents your Zenlist partner key has access to. - Action **List chat messages** Returns the client chat messages your Zenlist account has access to. - Action **List client invitations** Returns the client invitations your Zenlist key has access to, with their state, invitee contact details and agent. - Action **List events** Returns the client events your Zenlist key has access to, such as listing views, saved listings, tour requests, notes, saved searches and new sessions. - Action **List searches** Returns the saved searches this Zenlist API key has access to, with each search's id and creation time. - 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 - [ **Zenlist** Zenlist is an agent and client collaboration tool to find a home using the most powerful search available...](https://apiant.ai/connections/zenlist) - [ **TemplateDocs** TemplateDocs is a tool for creating documents from templates.](https://apiant.ai/connections/templatedocs) Reviews ## What our customers say ## More from Zenlist - [ **Zenlist to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zenlist-to-zoom) - [ **Zenlist to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zenlist-to-linkedin) - [ **Zenlist to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zenlist-to-facebook) - [ **Zenlist to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zenlist-to-anthropic) - [ **Zenlist to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zenlist-to-supabase) - [ **Zenlist to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zenlist-to-elevenlabs) ## 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 ## Zenlist and TemplateDocs, answered ### ### What can start an automation from Zenlist? Any of Zenlist's 1 trigger in the catalog, including New and Updated Chat Messages. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TemplateDocs when something happens in Zenlist? 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 Zenlist? TemplateDocs has no triggers in the catalog today, so automations start in Zenlist. 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 Zenlist 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 Zenlist 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.