--- title: "Connect Doclift PDF to Zixflow - APIANT.ai" description: "When \"New PDF Document Generated\" fires in Doclift PDF, your agent runs \"Add collection record\" in Zixflow." canonical: "https://apiant.ai/connect/doclift-pdf-to-zixflow" --- # Connect Doclift PDF to Zixflow When **New PDF Document Generated** fires in [Doclift PDF](https://apiant.ai/connections/doclift-pdf), your agent runs **Add collection record** in [Zixflow](https://apiant.ai/connections/zixflow). Describe the whole flow and it is built, tested on every scenario and kept running. Doclift PDF **1** trigger Doclift PDF **11** actions Zixflow **20** 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 Zixflow 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 Zixflow - When **New PDF Document Generated** in Doclift PDF then **Add collection record** in Zixflow - When **New PDF Document Generated** in Doclift PDF then **Update Collection Record** in Zixflow 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 Zixflow ## Triggers and actions 1 trigger · 31 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 collection record** Create a record in a collection. Docs: docs.zixflow.com/api-reference/records/create - Action **Create Activity** Create activity/task in the system. - Action **Create List Entry** Create list entry in the system - Action **Delete Activity** Delete activity/task in the system. - Action **Delete Collection Record** Delete specific collection record within the system. - Action **Delete List Entry** Delete specific list entry within the system. It will not delete collection record. - Action **Find activities** List/query activities and tasks. - Action **Find collection records** List/query records of a collection with filters and sorting. - Action **Find list entries** List/query entries of a list. Docs: docs.zixflow.com/api-reference/list-entries/get - Action **Find or Create Collection Record** Create collection record or locate existing record within the system, eliminating duplicates if present. - Action **Get activity** Get an activity by ID. Docs: docs.zixflow.com/api-reference/activity-list/get-by-id - Action **Get collection** Get a collection by ID. - Action **Get collection record** Get one collection record by ID. Docs: docs.zixflow.com/api-reference/records/get-by-id - Action **Get list entry** Get one list entry by ID. Docs: docs.zixflow.com/api-reference/list-entries/get-by-id - Action **List attributes** List attributes of a collection or list. Docs: docs.zixflow.com/api-reference/attributes/get-list-of-attributes - Action **List collections** List system and custom collections. - Action **List lists** List all lists. Docs: docs.zixflow.com/api-reference/list/get-list-of-lists - Action **List workspace members** List workspace members. - Action **Update Activity** Update activity/task in the system. - Action **Update Collection Record** Designed to seamlessly update individual collection record data within the system. ## 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) - [ **Zixflow** Zixflow is your all-in-one workspace to help you drive success.](https://apiant.ai/connections/zixflow) 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 Zixflow - [ **Digital Practice to Zixflow** Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR...](https://apiant.ai/connect/digital-practice-to-zixflow) - [ **HubSpot to Zixflow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zixflow) - [ **Salesforce to Zixflow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zixflow) - [ **Slack to Zixflow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zixflow) - [ **Google Sheets to Zixflow** Google Sheets](https://apiant.ai/connect/google-sheets-to-zixflow) - [ **Gmail to Zixflow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zixflow) Questions ## Doclift PDF and Zixflow, 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 Zixflow when something happens in Doclift PDF? Any of Zixflow's 20 actions, including Create Activity, Create List Entry, Update Activity and Update Collection Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zixflow to Doclift PDF? Zixflow has no triggers in the catalog today, so automations start in Doclift PDF. If you need the other direction, ask: your agent reads Zixflow's API documentation and adds it. ### ### Do I have to build a connector for Doclift PDF or Zixflow? 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 Zixflow 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.