--- title: "Connect Doclift PDF to WhautoMail - APIANT.ai" description: "When \"New PDF Document Generated\" fires in Doclift PDF, your agent runs \"Add contact tag\" in WhautoMail." canonical: "https://apiant.ai/connect/doclift-pdf-to-whautomail" --- # Connect Doclift PDF to WhautoMail When **New PDF Document Generated** fires in [Doclift PDF](https://apiant.ai/connections/doclift-pdf), your agent runs **Add contact tag** in [WhautoMail](https://apiant.ai/connections/whautomail). Describe the whole flow and it is built, tested on every scenario and kept running. Doclift PDF **1** trigger Doclift PDF **11** actions WhautoMail **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 WhautoMail 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 can start in WhautoMail - When **New PDF Document Generated** in Doclift PDF then **Add contact tag** in WhautoMail - When **New PDF Document Generated** in Doclift PDF then **Create Contact** in WhautoMail 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 WhautoMail ## Triggers and actions 1 trigger · 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. - Action **Add contact tag** Creates a new contact tag in your WhautoMail account. - Action **Assign Tag(s) to Contact** Assigns Tag(s) to an existing contact in the System. - Action **Create Contact** Creates a New Contact in the system - Action **Delete contact** Delete a contact. - Action **Delete contact tag** Delete a contact tag. - Action **Get contact** Get a single contact by id. - Action **Get Contact Tag** Returns a single contact tag by id. - Action **List contact tags** List contact tags (searchText, page, limit max 100). - Action **Remove Tag(s) From Contact** Removes Tag(s) to an existing contact in the System. - Action **Search Contact** Searches Contact based on Name or Email in your account. - Action **Update contact** Update a contact (name, email, workspace.id, stage, tags, notes, customFields, status). ## 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) - [ **WhautoMail** WhautoMail is an email marketing automation platform for SaaS to run campaigns, manage segments, and send...](https://apiant.ai/connections/whautomail) 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 WhautoMail - [ **HubSpot to WhautoMail** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-whautomail) - [ **Salesforce to WhautoMail** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-whautomail) - [ **Slack to WhautoMail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-whautomail) - [ **Google Sheets to WhautoMail** Google Sheets](https://apiant.ai/connect/google-sheets-to-whautomail) - [ **Gmail to WhautoMail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-whautomail) - [ **Google Calendar to WhautoMail** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-whautomail) Questions ## Doclift PDF and WhautoMail, 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 WhautoMail when something happens in Doclift PDF? Any of WhautoMail's 11 actions, including Create Contact, Update contact, Add contact tag and Assign Tag(s) to Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WhautoMail to Doclift PDF? WhautoMail has no triggers in the catalog today, so automations start in Doclift PDF. If you need the other direction, ask: your agent reads WhautoMail's API documentation and adds it. ### ### Do I have to build a connector for Doclift PDF or WhautoMail? 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 WhautoMail 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.