Integration
Connect CONSENSUS and DocuGenerate
When New Lead fires in CONSENSUS, your agent runs Update document in DocuGenerate, or New Document in DocuGenerate to Create Lead in CONSENSUS. 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 CONSENSUS and DocuGenerate 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 CONSENSUS and DocuGenerate can do together
From CONSENSUS to DocuGenerate
When New Lead in CONSENSUS
then Update document in DocuGenerate
When Demo Watched in CONSENSUS
then Generate Document in DocuGenerate
From DocuGenerate to CONSENSUS
When New Document in DocuGenerate
then Create Lead in CONSENSUS
When New Template in DocuGenerate
then Find Leads in CONSENSUS
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 CONSENSUS and DocuGenerate
Triggers and actions 4 triggers · 25 actions
Trigger
Demo WatchedTriggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).
Trigger
New LeadTriggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.
Action
Create Demo LinkCreates a marketing share link for a demo.
Action
Create LeadCreates a lead in Consensus from a contact's name, email and company.
Action
Create Mail Merge LinkCreates a mail merge link for a demo using your email platform's merge tags.
Action
Delete RecipientDeletes a demo recipient and their data by email address.
Action
Find LeadsReturns leads captured by your demos, optionally filtered by email address or date range.
Action
Find RecipientFinds a demo recipient by email address.
Action
Find Sent DemosReturns the demos your team has sent to prospects, with their view counts and recipients.
Action
Get Current UserReturns the Consensus user this connection acts as and their organization.
Action
Get Demo by Link HashReturns the demo that a Consensus share link points to.
Action
Get Mail Merge LinkReturns one mail merge link.
Action
List Mail Merge LinksReturns your mail merge links.
Action
List Mail Merge PlatformsReturns the email platforms you can build mail merge links for.
Action
Search DemosReturns the demos whose title matches your search text, with their preview links and owners.
Action
Send DemoSends a demo to a prospect contact and returns the personal share link.
Action
Update Sent DemoUpdates the company or opportunity on a demo you sent.
Trigger
New DocumentTriggered when a new document is generated from the selected template.
Trigger
New TemplateTriggers when a new template is created in your DocuGenerate account.
Action
Create TemplateCreates a DocuGenerate template from an uploaded .docx, .doc, .odt, .rtf, .txt or .sql file, returning the template and the tags found in it.
Action
Delete documentDeletes a generated document from DocuGenerate.
Action
Delete templateDeletes a DocuGenerate template by its ID.
Action
Generate DocumentGenerates a document from a DocuGenerate template by filling its tags with your data, and returns the stored document with its download link.
Action
Get documentReturns a generated document by its ID, including its name, format, source template and download link.
Action
Get templateReturns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links.
Action
List documentsReturns all documents generated from a template, newest first.
Action
List templatesReturns all document templates in the account, newest first, optionally limited to one folder.
Action
Update documentRenames a generated document and returns the updated document.
Action
Update templateUpdates a template's name, file, tag delimiters, folder, region or settings.
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
CONSENSUS and DocuGenerate, answered
What can start an automation from CONSENSUS?
Any of CONSENSUS's 2 triggers in the catalog, including New Lead and Demo Watched. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuGenerate when something happens in CONSENSUS?
Any of DocuGenerate's 10 actions, including Create Template, Update document, Update template and Generate Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuGenerate to CONSENSUS?
Yes. When something happens in DocuGenerate, your agent can act in CONSENSUS too. This page covers both directions: DocuGenerate's triggers and CONSENSUS's actions are listed here as well.
Do I have to build a connector for CONSENSUS or DocuGenerate?
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 CONSENSUS and DocuGenerate 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.