--- title: "Connect Doclift PDF and RadiusOS - APIANT.ai" description: "When \"New PDF Document Generated\" fires in Doclift PDF, your agent runs \"Create Contact\" in RadiusOS." canonical: "https://apiant.ai/connect/doclift-pdf-to-radiusos" --- # Connect Doclift PDF and RadiusOS When **New PDF Document Generated** fires in [Doclift PDF](https://apiant.ai/connections/doclift-pdf), your agent runs **Create Contact** in [RadiusOS](https://apiant.ai/connections/radiusos), or **New Contact** in RadiusOS 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 RadiusOS **1** trigger RadiusOS **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 Doclift PDF and RadiusOS 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 RadiusOS can do together ### From Doclift PDF to RadiusOS - When **New PDF Document Generated** in Doclift PDF then **Create Contact** in RadiusOS - When **New PDF Document Generated** in Doclift PDF then **Create Task** in RadiusOS ### From RadiusOS to Doclift PDF - When **New Contact** in RadiusOS then **Get Document Request** in Doclift PDF - When **New Contact** in RadiusOS 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 RadiusOS ## Triggers and actions 2 triggers · 14 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 Contact** Triggers when a new contact is created in RadiusOS. - Action **Create Contact** Add a new contact to your RadiusOS workspace. - Action **Create Task** Creates a task in the connected RadiusOS workspace, optionally linked to a contact. - Action **Move Contact to Stage** Moves a contact to a different pipeline stage in the workspace. ## 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) - [ **RadiusOS** RadiusOS is an AI-powered CRM for solopreneurs, realtors, and trades.](https://apiant.ai/connections/radiusos) 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 RadiusOS - [ **Gallabox to RadiusOS** Gallabox is no-code conversation workspace for business to grow sales](https://apiant.ai/connect/gallabox-to-radiusos) - [ **HubSpot to RadiusOS** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-radiusos) - [ **Gmail to RadiusOS** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-radiusos) - [ **Google Calendar to RadiusOS** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-radiusos) - [ **Google Drive to RadiusOS** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-radiusos) - [ **Mailchimp to RadiusOS** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-radiusos) Questions ## Doclift PDF and RadiusOS, 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 RadiusOS when something happens in Doclift PDF? Any of RadiusOS's 3 actions, including Create Contact, Create Task and Move Contact to Stage. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RadiusOS to Doclift PDF? Yes. When something happens in RadiusOS, your agent can act in Doclift PDF too. This page covers both directions: RadiusOS's triggers and Doclift PDF's actions are listed here as well. ### ### Do I have to build a connector for Doclift PDF or RadiusOS? 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 RadiusOS 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.