Integration
Connect Better Proposals to PDFMonkey
When something happens in Better Proposals, your agent does the next thing in PDFMonkey. Describe it 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 Better Proposals and PDFMonkey to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Better Proposals can start in PDFMonkey
When Proposal Opened in Better Proposals
then Add Template in PDFMonkey
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 Better Proposals and PDFMonkey
Triggers and actions 3 triggers · 10 actions
- Proposal Opened
Triggers when a proposal is opened.
- Proposal Paid
Triggers when a proposal is paid.
- Proposal Signed
Triggers when a proposal is signed.
- Create a Proposal
Creates a new proposal.
- Add Template
Create a new document template (HTML/CSS/Liquid or Builder).
- Delete Document
Permanently deletes a PDFMonkey document and its generated file.
- Delete Template
Delete a document template.
- Find Document
Returns up to 24 documents whose ID or filename matches the search text, optionally narrowed by template, status, workspace or last-update time.
- Generate Document
Generates a document from a PDFMonkey template and waits for generation to finish, returning the finished document with its download link.
- Get Template
Retrieves a PDFMonkey template, including its HTML body, styles, test data and print settings.
- List Templates
Return a paginated list of document templates for the workspace.
- Update Document
Updates an existing PDFMonkey document: change its template, data or metadata, or set its status to pending to (re)generate it.
- Update Template
Update an existing document template's content 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
Better Proposals and PDFMonkey, answered
What can start an automation from Better Proposals?
Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PDFMonkey when something happens in Better Proposals?
Any of PDFMonkey's 9 actions, including Update Document, Update Template, Add Template and Find Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDFMonkey to Better Proposals?
PDFMonkey has no triggers in the catalog today, so automations start in Better Proposals. If you need the other direction, ask: your agent reads PDFMonkey's API documentation and adds it.
Do I have to build a connector for Better Proposals or PDFMonkey?
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.
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.