--- title: "Connect CompanyHub and Doclift PDF - APIANT.ai" description: "When \"New Company\" fires in CompanyHub, your agent runs \"Get Document Request\" in Doclift PDF." canonical: "https://apiant.ai/connect/companyhub-to-doclift-pdf" --- # Connect CompanyHub and Doclift PDF When **New Company** fires in [CompanyHub](https://apiant.ai/connections/companyhub), your agent runs **Get Document Request** in [Doclift PDF](https://apiant.ai/connections/doclift-pdf), or **New PDF Document Generated** in Doclift PDF to **Create a Record (Custom Table)** in CompanyHub. Describe the whole flow and it is built, tested on every scenario and kept running. CompanyHub **6** triggers CompanyHub **7** actions Doclift PDF **1** trigger Doclift PDF **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CompanyHub and Doclift PDF 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 CompanyHub and Doclift PDF can do together ### From CompanyHub to Doclift PDF - When **New Company** in CompanyHub then **Get Document Request** in Doclift PDF - When **New Contact** in CompanyHub then **List Document Requests** in Doclift PDF ### From Doclift PDF to CompanyHub - When **New PDF Document Generated** in Doclift PDF then **Create a Record (Custom Table)** in CompanyHub - When **New PDF Document Generated** in Doclift PDF then **Create Contact** in CompanyHub 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 CompanyHub and Doclift PDF ## Triggers and actions 7 triggers · 18 actions - Trigger **New Company** Triggers when a new company is added in CompanyHub. - Trigger **New Contact** Triggers when a new contact is created in CompanyHub. - Trigger **New Deal** Triggers when a new deal is created in CompanyHub. - Trigger **New Record (Custom Table)** Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables. - Trigger **New Task** Triggers when a new task is created in CompanyHub. - Trigger **Record Updated** Triggers when a record in the chosen CompanyHub table is created or changed. - Action **Create a Record (Custom Table)** Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID. - Action **Create Company** Creates a new company record in CompanyHub and returns its ID. - Action **Create Contact** Creates a contact in CompanyHub and returns the new contact's ID. - Action **Create Deal** Creates a deal in CompanyHub and returns the new deal's ID. - Action **Create Task** Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set. - Action **Find Record** Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply. - Action **Update Record** Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply. - Trigger **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}). - Action **Add Template** create a custom (HTML-body) template: title, description, content, orientation, margins, optional variables_attributes. Server forces category=custom. - Action **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. - Action **Delete Template** removes a custom template (scope restricted to category=custom, non-archived, same org). - Action **Get Document Request** status and documents_generations detail (signed file url, valid 2 hours) for one document request. - Action **Get Template** full template detail including variables and content (custom templates); works for any published template of the three categories. - Action **List Document Requests** list document generation requests with id, tag, type, status, documents_generations (each with generation_status and file url). - Action **List Templates** returns published, non-archived templates (custom/fillable_form/workflow) for the organization: id, title, description. - Action **List Variables** all variables of a custom, non-archived template: id, title, description, field_type, allowed_values (no pagination, no seed_value). - Action **Publish Template** marks a custom template published (usable for document generation). - Action **Unpublish Template** marks a custom template unpublished. - Action **Update Variable** update description/field_type/allowed_values/title of a variable; allowed_values replaces the stored array. ## Each app on its own - [ **CompanyHub** CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated...](https://apiant.ai/connections/companyhub) - [ **Doclift PDF** Doclift PDF is PDF-as-a-service for your platform to create dynamic PDFs with the online editor or generate...](https://apiant.ai/connections/doclift-pdf) Reviews ## What our customers say ## More from CompanyHub - [ **CompanyHub to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/companyhub-to-hubspot) - [ **CompanyHub to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/companyhub-to-salesforce) - [ **CompanyHub to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/companyhub-to-slack) - [ **CompanyHub to Google Sheets** Google Sheets](https://apiant.ai/connect/companyhub-to-google-sheets) - [ **CompanyHub to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/companyhub-to-gmail) - [ **CompanyHub to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/companyhub-to-google-calendar) ## More into Doclift PDF - [ **Adafruit IO to Doclift PDF** Adafruit IO is a cloud service used primarily for storing and retrieving data but does much more.](https://apiant.ai/connect/adafruit-io-to-doclift-pdf) - [ **ActiveCampaign to Doclift PDF** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-doclift-pdf) - [ **Airtable to Doclift PDF** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-doclift-pdf) - [ **Asana to Doclift PDF** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-doclift-pdf) - [ **ClickUp to Doclift PDF** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-doclift-pdf) - [ **Discord to Doclift PDF** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-doclift-pdf) Questions ## CompanyHub and Doclift PDF, answered ### ### What can start an automation from CompanyHub? Any of CompanyHub's 6 triggers in the catalog, including New Company, New Contact, New Deal and New Record (Custom Table). 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 CompanyHub? 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 CompanyHub? Yes. When something happens in Doclift PDF, your agent can act in CompanyHub too. This page covers both directions: Doclift PDF's triggers and CompanyHub's actions are listed here as well. ### ### Do I have to build a connector for CompanyHub 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 CompanyHub 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.