--- title: "Connect Birdeye to PDFMonkey - APIANT.ai" description: "When \"New Contact\" fires in Birdeye, your agent runs \"Update Document\" in PDFMonkey." canonical: "https://apiant.ai/connect/birdeye-to-pdfmonkey" --- # Connect Birdeye to PDFMonkey When **New Contact** fires in [Birdeye](https://apiant.ai/connections/birdeye), your agent runs **Update Document** in [PDFMonkey](https://apiant.ai/connections/pdfmonkey). Describe the whole flow and it is built, tested on every scenario and kept running. Birdeye **4** triggers Birdeye **18** actions PDFMonkey **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Birdeye and PDFMonkey 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 Birdeye can start in PDFMonkey - When **New Contact** in Birdeye then **Update Document** in PDFMonkey - When **New Lead** in Birdeye then **Generate Document** 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 Birdeye and PDFMonkey ## Triggers and actions 4 triggers · 27 actions - Trigger **New Contact** Triggers when a new customer contact is added in Birdeye. - Trigger **New Lead** Triggers when a new lead is added in Birdeye. - Trigger **New Ticket** Triggers when a new ticket is created in Birdeye. - Trigger **Survey Completed** Triggers when a customer submits a response to a survey. - Action **Add Ticket Comment** Adds a comment to a ticket. - Action **Delete Tag** Deletes a review tag from the account. - Action **Get Business** Returns the profile of a business or location. - Action **Get Contact Activity Log** Returns a contact's activity history, such as review requests sent and reviews written. - Action **Get Dashboard Data** Returns review count, average rating, sentiment and benchmark figures for a business. - Action **Get Listing** Returns the listing details of a location. - Action **Get Review Summary** Returns review counts by source and by rating for a business. - Action **Get Survey** Returns a survey with its pages and questions. - Action **Get User** Returns the details of a Birdeye user. - Action **List Competitors** Returns the competitors tracked for a business. - Action **List Contacts** Returns the contacts of a business, most recently active first. - Action **List Employees** Returns the employees of a business. - Action **List Locations** Returns the locations (child businesses) under an enterprise account. - Action **List Survey Responses** Returns the responses submitted to a survey. - Action **List Surveys** Returns the surveys of a business. - Action **List Tags** Returns the review tags in the account. - Action **Search Businesses** Searches the businesses under an account by name or number. - Action **Update Ticket** Updates a ticket's status or assignee. - Action **Add Template** Create a new document template (HTML/CSS/Liquid or Builder). - Action **Delete Document** Permanently deletes a PDFMonkey document and its generated file. - Action **Delete Template** Delete a document template. - Action **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. - Action **Generate Document** Generates a document from a PDFMonkey template and waits for generation to finish, returning the finished document with its download link. - Action **Get Template** Retrieves a PDFMonkey template, including its HTML body, styles, test data and print settings. - Action **List Templates** Return a paginated list of document templates for the workspace. - Action **Update Document** Updates an existing PDFMonkey document: change its template, data or metadata, or set its status to pending to (re)generate it. - Action **Update Template** Update an existing document template's content or settings. ## Each app on its own - [ **Birdeye** Birdeye is an all-in-one customer experience platform.](https://apiant.ai/connections/birdeye) - [ **PDFMonkey** PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a...](https://apiant.ai/connections/pdfmonkey) Reviews ## What our customers say ## More from Birdeye - [ **Birdeye to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/birdeye-to-hubspot) - [ **Birdeye to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/birdeye-to-salesforce) - [ **Birdeye to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/birdeye-to-slack) - [ **Birdeye to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/birdeye-to-google-sheets) - [ **Birdeye to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/birdeye-to-gmail) - [ **Birdeye to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/birdeye-to-google-calendar) ## More into PDFMonkey - [ **HubSpot to PDFMonkey** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdfmonkey) - [ **Salesforce to PDFMonkey** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdfmonkey) - [ **Slack to PDFMonkey** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdfmonkey) - [ **Google Sheets to PDFMonkey** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pdfmonkey) - [ **Gmail to PDFMonkey** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdfmonkey) - [ **Google Calendar to PDFMonkey** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdfmonkey) Questions ## Birdeye and PDFMonkey, answered ### ### What can start an automation from Birdeye? Any of Birdeye's 4 triggers in the catalog, including New Contact, New Lead, New Ticket and Survey Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PDFMonkey when something happens in Birdeye? 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 Birdeye? PDFMonkey has no triggers in the catalog today, so automations start in Birdeye. 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 Birdeye 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. ### ### Can my AI client use Birdeye and PDFMonkey 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.