Integration
Connect Doclift PDF and Intervals
When something happens in Doclift PDF or Intervals, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Doclift PDF and Intervals to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Doclift PDF and Intervals can do together
From Doclift PDF to Intervals
When New PDF Document Generated in Doclift PDF
then Add client in Intervals
When New PDF Document Generated in Doclift PDF
then Add expense in Intervals
From Intervals to Doclift PDF
When New client in Intervals
then Add Template in Doclift PDF
When New invoice in Intervals
then Add Variable 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 Intervals
Triggers and actions 7 triggers · 49 actions
Trigger
New PDF Document GeneratedWebhook 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 Templatecreate a custom (HTML-body) template: title, description, content, orientation, margins, optional variables_attributes. Server forces category=custom.
Action
Add Variablecreate 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 Templateremoves a custom template (scope restricted to category=custom, non-archived, same org).
Action
Get Document Requeststatus and documents_generations detail (signed file url, valid 2 hours) for one document request.
Action
Get Templatefull template detail including variables and content (custom templates); works for any published template of the three categories.
Action
List Document Requestslist document generation requests with id, tag, type, status, documents_generations (each with generation_status and file url).
Action
List Templatesreturns published, non-archived templates (custom/fillable_form/workflow) for the organization: id, title, description.
Action
List Variablesall variables of a custom, non-archived template: id, title, description, field_type, allowed_values (no pagination, no seed_value).
Action
Publish Templatemarks a custom template published (usable for document generation).
Action
Unpublish Templatemarks a custom template unpublished.
Action
Update Variableupdate description/field_type/allowed_values/title of a variable; allowed_values replaces the stored array.
Trigger
New clientPolling trigger: fires when a new client is created in Intervals.
Trigger
New invoicePolling trigger: fires when a new invoice is created in Intervals.
Trigger
New milestonePolling trigger: fires when a new milestone is created in Intervals.
Trigger
New personPolling trigger: fires when a new person is added in Intervals.
Trigger
New projectPolling trigger: fires when a new project is created in Intervals.
Trigger
New taskPolling trigger: fires when a new task is created in Intervals.
Action
Add clientCreate a new client.
Action
Add expenseCreate a new expense.
Action
Add invoiceCreate a new invoice.
Action
Add milestoneCreate a new milestone.
Action
Add personCreate a new person (team member).
Action
Add projectCreate a new project.
Action
Add taskCreate a new task.
Action
Add time entryLog a new time entry against a task.
Action
Add timerStart a new timer for a task.
Action
Delete clientDelete a client.
Action
Delete expenseDelete an expense.
Action
Delete invoiceDelete an invoice.
Action
Delete milestoneDelete a milestone.
Action
Delete personDelete a person.
Action
Delete projectDelete a project.
Action
Delete taskDelete a task.
Action
Delete time entryDelete a logged time entry.
Action
Delete timerDelete a timer.
Action
Get clientRetrieve a single client by id.
Action
Get expenseRetrieve a single expense by id.
Action
Get invoiceRetrieve a single invoice by id.
Action
Get milestoneRetrieve a single milestone by id.
Action
Get personRetrieve a single person by id.
Action
Get projectRetrieve a single project by id.
Action
Get taskRetrieve a single task by id.
Action
Get time entryRetrieve a single logged time entry by id.
Action
Get timerRetrieve a single timer by id.
Action
List milestonesRetrieve all milestones in the Intervals account.
Action
List tasksRetrieve all tasks in the Intervals account.
Action
Update clientUpdate an existing client's details.
Action
Update expenseUpdate an existing expense.
Action
Update invoiceUpdate an existing invoice.
Action
Update milestoneUpdate an existing milestone.
Action
Update personUpdate an existing person's details.
Action
Update projectUpdate an existing project's details.
Action
Update taskUpdate an existing task's details.
Action
Update time entryUpdate an existing logged time entry.
Action
Update timerUpdate a timer (e.g. stop or adjust it).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Doclift PDF and Intervals, 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 Intervals when something happens in Doclift PDF?
Any of Intervals's 38 actions, including Update client, Update expense, Update invoice and Update milestone. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Intervals to Doclift PDF?
Yes. When something happens in Intervals, your agent can act in Doclift PDF too. This page covers both directions: Intervals's triggers and Doclift PDF's actions are listed here as well.
Do I have to build a connector for Doclift PDF or Intervals?
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.