--- title: "Connect Doclift PDF and Gridfox - APIANT.ai" description: "When \"New PDF Document Generated\" fires in Doclift PDF, your agent runs \"Add record\" in Gridfox." canonical: "https://apiant.ai/connect/doclift-pdf-to-gridfox" --- # Connect Doclift PDF and Gridfox When **New PDF Document Generated** fires in [Doclift PDF](https://apiant.ai/connections/doclift-pdf), your agent runs **Add record** in [Gridfox](https://apiant.ai/connections/gridfox), or **Record Created** in Gridfox 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 Gridfox **2** triggers Gridfox **9** 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 Gridfox 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 Gridfox can do together ### From Doclift PDF to Gridfox - When **New PDF Document Generated** in Doclift PDF then **Add record** in Gridfox - When **New PDF Document Generated** in Doclift PDF then **Update record** in Gridfox ### From Gridfox to Doclift PDF - When **Record Created** in Gridfox then **Get Document Request** in Doclift PDF - When **Record Created or Updated** in Gridfox 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 Gridfox ## Triggers and actions 3 triggers · 20 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 **Record Created** Triggers when a new record is created. - Trigger **Record Created or Updated** Fires when a record in the chosen Gridfox table is created or updated. - Action **Add record** Create a record in a table. - Action **Add user** Add a user to the project. - Action **Delete record** Delete a record. - Action **Find records** Search records in a table by search parameters. - Action **Get record** Get a record by reference field value. - Action **Get record audit** Get audit history for a record. - Action **List tables** List tables in the project. - Action **List User Groups** lists the project's user groups with their member users (id, email). - Action **Update record** Update a record by reference field value. ## 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) - [ **Gridfox** Manage your work, your way with Gridfox. The tool for team collaboration that helps you build custom...](https://apiant.ai/connections/gridfox) 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 Gridfox - [ **Google Sheets to Gridfox** Google Sheets](https://apiant.ai/connect/google-sheets-to-gridfox) - [ **Gmail to Gridfox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gridfox) - [ **Google Calendar to Gridfox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-gridfox) - [ **Google Drive to Gridfox** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gridfox) - [ **ActiveCampaign to Gridfox** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gridfox) - [ **Airtable to Gridfox** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gridfox) Questions ## Doclift PDF and Gridfox, 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 Gridfox when something happens in Doclift PDF? Any of Gridfox's 9 actions, including Update record, Add record, Add user and Find records. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gridfox to Doclift PDF? Yes. When something happens in Gridfox, your agent can act in Doclift PDF too. This page covers both directions: Gridfox's triggers and Doclift PDF's actions are listed here as well. ### ### Do I have to build a connector for Doclift PDF or Gridfox? 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 Gridfox 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.