--- title: "Connect ConvesioConvert and Doclift PDF - APIANT.ai" description: "When \"Contact Updated\" fires in ConvesioConvert, your agent runs \"Get Document Request\" in Doclift PDF." canonical: "https://apiant.ai/connect/convesioconvert-to-doclift-pdf" --- # Connect ConvesioConvert and Doclift PDF When **Contact Updated** fires in [ConvesioConvert](https://apiant.ai/connections/convesioconvert), 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 Contact** in ConvesioConvert. Describe the whole flow and it is built, tested on every scenario and kept running. ConvesioConvert **2** triggers ConvesioConvert **3** 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 ConvesioConvert 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 ConvesioConvert and Doclift PDF can do together ### From ConvesioConvert to Doclift PDF - When **Contact Updated** in ConvesioConvert then **Get Document Request** in Doclift PDF - When **Custom Attribute Added** in ConvesioConvert then **List Document Requests** in Doclift PDF ### From Doclift PDF to ConvesioConvert - When **New PDF Document Generated** in Doclift PDF then **Create Contact** in ConvesioConvert - When **New PDF Document Generated** in Doclift PDF then **Update Contact** in ConvesioConvert 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 ConvesioConvert and Doclift PDF ## Triggers and actions 3 triggers · 14 actions - Trigger **Contact Updated** Triggers when a contact in ConvesioConvert is added or any of its details change. - Trigger **Custom Attribute Added** Triggers when a new custom attribute is defined for your ConvesioConvert site. - Action **Create Contact** Creates a contact (site user) in ConvesioConvert, or updates the existing one with the same email or user id. - Action **Unsubscribe Contact** Unsubscribes a contact from marketing emails by setting their marketing email consent to denied. - Action **Update Contact** Updates an existing ConvesioConvert contact, matched by email address, with the details you provide. - 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 - [ **ConvesioConvert** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connections/convesioconvert) - [ **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 ConvesioConvert - [ **ConvesioConvert to Heartbeat** Heartbeat is a platform for online communities, where members can talk with each other, read content, and...](https://apiant.ai/connect/convesioconvert-to-heartbeat) - [ **ConvesioConvert to Invovate** Generate PDF, JSON & UBL invoices in 11 languages from one JSON POST](https://apiant.ai/connect/convesioconvert-to-invovate) - [ **ConvesioConvert to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/convesioconvert-to-hubspot) - [ **ConvesioConvert to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/convesioconvert-to-salesforce) - [ **ConvesioConvert to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/convesioconvert-to-slack) - [ **ConvesioConvert to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/convesioconvert-to-google-sheets) ## 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 ## ConvesioConvert and Doclift PDF, answered ### ### What can start an automation from ConvesioConvert? Any of ConvesioConvert's 2 triggers in the catalog, including Contact Updated and Custom Attribute Added. 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 ConvesioConvert? 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 ConvesioConvert? Yes. When something happens in Doclift PDF, your agent can act in ConvesioConvert too. This page covers both directions: Doclift PDF's triggers and ConvesioConvert's actions are listed here as well. ### ### Do I have to build a connector for ConvesioConvert 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 ConvesioConvert 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.