Integration
Connect Action Network and Doclift PDF
When New person fires in Action Network, your agent runs Get Document Request in Doclift PDF, or New PDF Document Generated in Doclift PDF to Find people by email in Action Network. 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 Action Network and Doclift PDF 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)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 Action Network and Doclift PDF can do together
From Action Network to Doclift PDF
When New person in Action Network
then Get Document Request in Doclift PDF
When New person in Action Network
then List Document Requests in Doclift PDF
From Doclift PDF to Action Network
When New PDF Document Generated in Doclift PDF
then Find people by email in Action Network
When New PDF Document Generated in Doclift PDF
then RSVP for Event in Action Network
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 Action Network and Doclift PDF
Triggers and actions 2 triggers · 17 actions
Trigger
New personTriggers when a new person is added to the Action Network list tied to your API key.
Action
Donate to FundraiserRecords a donation made on an Action Network fundraising page, adding the donor as a person if they are new.
Action
Find people by emailFinds people on your Action Network list whose email address matches exactly.
Action
List peopleReturns the people on the email list connected to your Action Network account, optionally filtered by name, email, phone, location or date.
Action
RSVP for EventRecords a person's RSVP to an Action Network event, adding them as a person if they are new.
Action
Sign PetitionRecords a signature on an Action Network petition, adding the signer as a person if they are new.
Action
Subscribe PersonAdds a person to your Action Network email list, or updates them if they already exist, and subscribes them to email.
Trigger
New PDF Document GeneratedWebhook trigger for Doclift's async document-generation completion callback (POST .../webhooks/doclift, X-Doclift-Signature: sha256=hmac). Delivery URL is configured manually on the external application in the Doclift dashboard — no register/list/delete API exists. Fires once per document_request (all its documents_generations resolved to success/error), payload includes id, tag, type, timestamp, documents_generations[] (generation_status, file{filename,url,size}).
Action
Add Templatecreate a custom (HTML-body) template: title, description, content, orientation, margins, optional variables_attributes. Server forces category=custom.
Action
Add Variablecreate a variable on a custom template: title (unique, naming pattern), description, field_type (text/checkbox/radio/select/collection, default text), seed_value, allowed_values.
Action
Delete Templateremoves a custom template (scope restricted to category=custom, non-archived, same org).
Action
Get Document Requeststatus and documents_generations detail (signed file url, valid 2 hours) for one document request.
Action
Get Templatefull template detail including variables and content (custom templates); works for any published template of the three categories.
Action
List Document Requestslist document generation requests with id, tag, type, status, documents_generations (each with generation_status and file url).
Action
List Templatesreturns published, non-archived templates (custom/fillable_form/workflow) for the organization: id, title, description.
Action
List Variablesall variables of a custom, non-archived template: id, title, description, field_type, allowed_values (no pagination, no seed_value).
Action
Publish Templatemarks a custom template published (usable for document generation).
Action
Unpublish Templatemarks a custom template unpublished.
Action
Update Variableupdate description/field_type/allowed_values/title of a variable; allowed_values replaces the stored array.
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
Action Network and Doclift PDF, answered
What can start an automation from Action Network?
Any of Action Network's 1 trigger in the catalog, including New person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Doclift PDF when something happens in Action Network?
Any of Doclift PDF's 11 actions, including Update Variable, Add Template, Add Variable and Get Document Request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Doclift PDF to Action Network?
Yes. When something happens in Doclift PDF, your agent can act in Action Network too. This page covers both directions: Doclift PDF's triggers and Action Network's actions are listed here as well.
Do I have to build a connector for Action Network or Doclift PDF?
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 Action Network and Doclift PDF 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.