---
title: "Connect Doclift PDF and Gately - APIANT.ai"
description: "When \"New PDF Document Generated\" fires in Doclift PDF, your agent runs \"Add contact\" in Gately."
canonical: "https://apiant.ai/connect/doclift-pdf-to-gately"
---

# Connect Doclift PDF and Gately

When **New PDF Document Generated** fires in [Doclift PDF](https://apiant.ai/connections/doclift-pdf), your agent runs **Add contact** in [Gately](https://apiant.ai/connections/gately), or **New Member** in Gately 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 Gately **1** trigger Gately **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 Doclift PDF and Gately 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 Gately can do together

### From Doclift PDF to Gately

- When **New PDF Document Generated** in Doclift PDF then **Add contact** in Gately
- When **New PDF Document Generated** in Doclift PDF then **Send email** in Gately

### From Gately to Doclift PDF

- When **New Member** in Gately then **Get Document Request** in Doclift PDF
- When **New Member** in Gately 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 Gately

## Triggers and actions 2 triggers · 22 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

**New Member**

Triggers when a new member signs up to your project.

- Action

**Add contact**

Create a new CRM contact.

- Action

**Add member**

Create a new project member.

- Action

**Delete contact**

Permanently delete a contact and all associated data.

- Action

**Find contacts by criteria**

Search/filter contacts via list endpoint query params (email, tag, list, segment).

- Action

**Get contact**

Retrieve a single CRM contact by ID.

- Action

**Get member**

Retrieve a single member by ID.

- Action

**List contacts**

Retrieve contacts for a project with optional filtering and pagination.

- Action

**List members**

Retrieve a paginated list of members in the project.

- Action

**Send email**

Send a transactional email to one or more recipients.

- Action

**Update contact**

Partially update a contact — only sent fields change.

- Action

**Update member**

Update an existing member.

## 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)
- [ **Gately** Gately is a membership platform that helps creators and teams build courses, manage members, publish...](https://apiant.ai/connections/gately)

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 Gately

- [ **ActiveCampaign to Gately** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gately)
- [ **Airtable to Gately** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gately)
- [ **Asana to Gately** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-gately)
- [ **ClickUp to Gately** 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-gately)
- [ **Discord to Gately** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-gately)
- [ **Freshdesk to Gately** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-gately)

Questions

## Doclift PDF and Gately, 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 Gately when something happens in Doclift PDF?

Any of Gately's 11 actions, including Send email, Update contact, Update member and Add contact. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Gately to Doclift PDF?

Yes. When something happens in Gately, your agent can act in Doclift PDF too. This page covers both directions: Gately's triggers and Doclift PDF's actions are listed here as well.

###

### Do I have to build a connector for Doclift PDF or Gately?

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 Gately 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.