--- title: "Connect Doclift PDF and DoorLoop - APIANT.ai" description: "When \"New PDF Document Generated\" fires in Doclift PDF, your agent runs \"Find User\" in DoorLoop." canonical: "https://apiant.ai/connect/doclift-pdf-to-doorloop" --- # Connect Doclift PDF and DoorLoop When **New PDF Document Generated** fires in [Doclift PDF](https://apiant.ai/connections/doclift-pdf), your agent runs **Find User** in [DoorLoop](https://apiant.ai/connections/doorloop), or **New Expense** in DoorLoop to **Get Document Request** in Doclift PDF. Describe the whole flow and it is built, tested on every scenario and kept running. Doclift PDF **1** trigger Doclift PDF **11** actions DoorLoop **13** triggers DoorLoop **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Doclift PDF and DoorLoop 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 Doclift PDF and DoorLoop can do together ### From Doclift PDF to DoorLoop - When **New PDF Document Generated** in Doclift PDF then **Find User** in DoorLoop - When **New PDF Document Generated** in Doclift PDF then **Find Account** in DoorLoop ### From DoorLoop to Doclift PDF - When **New Expense** in DoorLoop then **Get Document Request** in Doclift PDF - When **New Lease Charge** in DoorLoop then **List Document Requests** 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 Doclift PDF and DoorLoop ## Triggers and actions 14 triggers · 17 actions - 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. - Trigger **In Eviction** Triggers when a lease enters the eviction collections stage in DoorLoop. - Trigger **Lease Starting** Triggers when a lease's start date arrives (start dates within the last 7 days up to today). - Trigger **New Expense** Triggers when a new expense is recorded in DoorLoop. - Trigger **New Lease Charge** Triggers when a new charge is posted to a lease. - Trigger **New Owner** Triggers when a new owner is created in DoorLoop. - Trigger **New Property** Triggers when a new property is added in DoorLoop. - Trigger **New Prospect** Triggers when a new prospect is added in DoorLoop. - Trigger **New Returned Payment** Triggers when a lease payment is returned (reversed) in DoorLoop. - Trigger **New Task / Work Order** Triggers when a new task, work order, tenant request or owner request is created in DoorLoop. - Trigger **New Tenant or Prospect** Triggers when a new tenant or prospect is added in DoorLoop. - Trigger **New Vendor** Triggers when a new vendor is added in DoorLoop. - Trigger **New Vendor Bill** Triggers when a new vendor bill is created in DoorLoop. - Trigger **Tenant Moving Out** Triggers when a lease tenant is scheduled to move out within the next 7 days. - Action **Find Account** Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account. - Action **Find Lease** Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases. - Action **Find Lease Tenants** Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease. - Action **Find Tenant or Prospect** Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type. - Action **Find Unit** Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status. - Action **Find User** Finds DoorLoop users whose login email matches the email you supply. ## Each app on its own - [ **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) - [ **DoorLoop** DoorLoop is a powerful software for managing all your properties.](https://apiant.ai/connections/doorloop) Reviews ## What our customers say ## More from Doclift PDF - [ **Doclift PDF to Dungeons and Dragons** The D&D 5th Edition API (dnd5eapi.co) is a public reference database for the Dungeons and Dragons 5e System...](https://apiant.ai/connect/doclift-pdf-to-dungeons-and-dragons) - [ **Doclift PDF to FutureAGI** FutureAGI is a platform for evaluating and optimizing AI systems to ensure performance, safety, and...](https://apiant.ai/connect/doclift-pdf-to-futureagi) - [ **Doclift PDF to ItsThisForThat** ItsThisForThat generates random "X for Y" startup ideas — the classic mashup pitch format.](https://apiant.ai/connect/doclift-pdf-to-itsthisforthat) - [ **Doclift PDF to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/doclift-pdf-to-hubspot) - [ **Doclift PDF to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/doclift-pdf-to-salesforce) - [ **Doclift PDF to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/doclift-pdf-to-slack) ## More into DoorLoop - [ **ActiveCampaign to DoorLoop** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-doorloop) - [ **Airtable to DoorLoop** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-doorloop) - [ **Asana to DoorLoop** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-doorloop) - [ **ClickUp to DoorLoop** 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-doorloop) - [ **Discord to DoorLoop** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-doorloop) - [ **Brevo to DoorLoop** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-doorloop) Questions ## Doclift PDF and DoorLoop, answered ### ### What can start an automation from Doclift PDF? Any of Doclift PDF's 1 trigger in the catalog, including New PDF Document Generated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DoorLoop when something happens in Doclift PDF? Any of DoorLoop's 6 actions, including Find Account, Find Lease, Find Lease Tenants and Find Tenant or Prospect. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DoorLoop to Doclift PDF? Yes. When something happens in DoorLoop, your agent can act in Doclift PDF too. This page covers both directions: DoorLoop's triggers and Doclift PDF's actions are listed here as well. ### ### Do I have to build a connector for Doclift PDF or DoorLoop? 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 Doclift PDF and DoorLoop 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.