Integration
Connect ConnectWise Manage to Selectpdf
When New Territory fires in ConnectWise Manage, your agent runs Convert HTML to PDF in Selectpdf. 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 ConnectWise Manage and Selectpdf 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ConnectWise Manage can start in Selectpdf
When New Territory in ConnectWise Manage
then Convert HTML to PDF in Selectpdf
When New Ticket Note in ConnectWise Manage
then Extract text from PDF in Selectpdf
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 ConnectWise Manage and Selectpdf
Triggers and actions 5 triggers · 12 actions
Trigger
New TerritoryTriggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.
Trigger
New Ticket NoteTriggers when a new note is added to a ConnectWise Manage service ticket.
Trigger
New/Updated ContactTriggers when a contact is created or updated in ConnectWise Manage.
Trigger
New/Updated ProjectTriggers when a project is created or updated in ConnectWise Manage.
Trigger
New/Updated TicketTriggers when a service ticket is created or updated in ConnectWise Manage.
Action
Attach a File to a RecordAttaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.
Action
Create CompanyCreates a new company in ConnectWise Manage.
Action
Create Ticket NoteAdds a note to a ConnectWise Manage service ticket.
Action
Find CompanyFinds a company in ConnectWise Manage by name and returns the first match.
Action
Find ContactFinds a contact in ConnectWise Manage by email address.
Action
Find FileFinds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.
Action
Find TicketFinds a service ticket in ConnectWise Manage by summary, returning the newest match.
Action
Update CompanyUpdates an existing company in ConnectWise Manage; only the fields you fill in are changed.
Action
Update TicketUpdates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.
Action
Convert HTML to PDFConverts an HTML string into a PDF document and returns the PDF file, with options for page size, margins, headers, footers, page numbers, document info and security.
Action
Extract text from PDFExtracts the text (plain text or HTML) from a PDF document given by URL or as an uploaded file. Works on PDFs with selectable text; it does not OCR scanned images.
Action
Merge PDFsCombines several PDF files, given by their URLs, into one PDF in the order listed, with optional source passwords, output password protection, document information and viewer preferences. Returns the merged PDF file.
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
More from ConnectWise Manage
ConnectWise Manage to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ConnectWise Manage to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ConnectWise Manage to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ConnectWise Manage to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
ConnectWise Manage to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
ConnectWise Manage to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Selectpdf
HubSpot to SelectpdfHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SelectpdfSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SelectpdfSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SelectpdfGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SelectpdfGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SelectpdfGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
ConnectWise Manage and Selectpdf, answered
What can start an automation from ConnectWise Manage?
Any of ConnectWise Manage's 5 triggers in the catalog, including New Territory, New Ticket Note, New/Updated Contact and New/Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Selectpdf when something happens in ConnectWise Manage?
Any of Selectpdf's 3 actions, including Convert HTML to PDF, Extract text from PDF and Merge PDFs. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Selectpdf to ConnectWise Manage?
Selectpdf has no triggers in the catalog today, so automations start in ConnectWise Manage. If you need the other direction, ask: your agent reads Selectpdf's API documentation and adds it.
Do I have to build a connector for ConnectWise Manage or Selectpdf?
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 ConnectWise Manage and Selectpdf 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.