# Connect Datalyse to pdfEndpoint When **Lead Updated** fires in [Datalyse](https://apiant.ai/connections/datalyse), your agent runs **Generate PDF** in [pdfEndpoint](https://apiant.ai/connections/pdfendpoint). Describe the whole flow and it is built, tested on every scenario and kept running. Datalyse **2** triggers Datalyse **6** actions pdfEndpoint **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Datalyse and pdfEndpoint to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Datalyse can start in pdfEndpoint - When **Lead Updated** in Datalyse then **Generate PDF** in pdfEndpoint - When **New Lead** in Datalyse then **Get usage** in pdfEndpoint 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 Datalyse and pdfEndpoint ## Triggers and actions 2 triggers · 9 actions - Trigger **Lead Updated** Fires when a lead (contact) in Datalyse is created or updated, newest updates first. - Trigger **New Lead** Trigger when a new lead is created - Action **Add Note to an Existing Lead** Add note to lead. - Action **Create New Lead** Create a new lead - Action **Delete Lead** Delete a lead_id - Action **Edit Lead** Edit lead details - Action **Get Lead** Returns one lead by id. - Action **Get Lead Activity** Returns the paginated activity/history feed (notes, deliveries, changes) of one lead. - Action **Generate PDF** Converts a URL or raw HTML into a PDF document. - Action **Get usage** Returns current API usage for the account's billing cycle. - Action **List PDFs** Lists previously created PDFs, newest first. ## Each app on its own - [ **Datalyse** Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact...](https://apiant.ai/connections/datalyse) - [ **pdfEndpoint** HTML or URL to PDF](https://apiant.ai/connections/pdfendpoint) Reviews ## What our customers say ## More from Datalyse - [ **Datalyse to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/datalyse-to-hubspot) - [ **Datalyse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/datalyse-to-salesforce) - [ **Datalyse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/datalyse-to-slack) - [ **Datalyse to Google Sheets** Google Sheets](https://apiant.ai/connect/datalyse-to-google-sheets) - [ **Datalyse to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/datalyse-to-gmail) - [ **Datalyse to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/datalyse-to-google-calendar) ## More into pdfEndpoint - [ **HubSpot to pdfEndpoint** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdfendpoint) - [ **Salesforce to pdfEndpoint** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdfendpoint) - [ **Slack to pdfEndpoint** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdfendpoint) - [ **Google Sheets to pdfEndpoint** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdfendpoint) - [ **Gmail to pdfEndpoint** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdfendpoint) - [ **Google Calendar to pdfEndpoint** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdfendpoint) Questions ## Datalyse and pdfEndpoint, answered ### ### What can start an automation from Datalyse? Any of Datalyse's 2 triggers in the catalog, including Lead Updated and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in pdfEndpoint when something happens in Datalyse? Any of pdfEndpoint's 3 actions, including Generate PDF, Get usage and List PDFs. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from pdfEndpoint to Datalyse? pdfEndpoint has no triggers in the catalog today, so automations start in Datalyse. If you need the other direction, ask: your agent reads pdfEndpoint's API documentation and adds it. ### ### Do I have to build a connector for Datalyse or pdfEndpoint? 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.