Integration
Connect CallRail to Doclift PDF
When something happens in CallRail, your agent does the next thing in Doclift PDF. 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 CallRail and Doclift PDF 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 CallRail can start in Doclift PDF
When Outbound Call Completed in CallRail
then Add Template in Doclift PDF
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 CallRail and Doclift PDF
Triggers and actions 6 triggers · 11 actions
- Form Captured
Triggers when a form is captured.
- Outbound Call Completed
Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- Phone Call Started
Triggers when an inbound phone call is started.
- SMS Received
Triggers when an SMS message is received.
- SMS Sent
Triggers when an SMS message is sent.
- New PDF Document Generated
Webhook 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}).
- Add Template
create a custom (HTML-body) template: title, description, content, orientation, margins, optional variables_attributes. Server forces category=custom.
- Add Variable
create a variable on a custom template: title (unique, naming pattern), description, field_type (text/checkbox/radio/select/collection, default text), seed_value, allowed_values.
- Delete Template
removes a custom template (scope restricted to category=custom, non-archived, same org).
- Get Document Request
status and documents_generations detail (signed file url, valid 2 hours) for one document request.
- Get Template
full template detail including variables and content (custom templates); works for any published template of the three categories.
- List Document Requests
list document generation requests with id, tag, type, status, documents_generations (each with generation_status and file url).
- List Templates
returns published, non-archived templates (custom/fillable_form/workflow) for the organization: id, title, description.
- List Variables
all variables of a custom, non-archived template: id, title, description, field_type, allowed_values (no pagination, no seed_value).
- Publish Template
marks a custom template published (usable for document generation).
- Unpublish Template
marks a custom template unpublished.
- Update Variable
update 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
CallRail and Doclift PDF, answered
What can start an automation from CallRail?
Any of CallRail's 5 triggers in the catalog, including Outbound Call Completed, SMS Received, Form Captured and Phone Call Started. 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 CallRail?
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 CallRail?
Doclift PDF has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Doclift PDF's API documentation and adds it.
Do I have to build a connector for CallRail 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.
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.