# Connect eWay-CRM to PDF Export

When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Convert HTML to PDF** in [PDF Export](https://apiant.ai/connections/pdf-export). Describe the whole flow and it is built, tested on every scenario and kept running.

eWay-CRM **6** triggers eWay-CRM **10** actions PDF Export **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 eWay-CRM and PDF Export 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 eWay-CRM can start in PDF Export

- When **New or Updated Company** in eWay-CRM then **Convert HTML to PDF** in PDF Export
- When **New or Updated Contact** in eWay-CRM then **Export Shopify Data to PDF** in PDF Export

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 eWay-CRM and PDF Export

## Triggers and actions 6 triggers · 13 actions

- Trigger

**New or Updated Company**

Triggers when a company is created or changed in eWay-CRM.

- Trigger

**New or Updated Contact**

Triggers when a contact is created or updated in eWay-CRM.

- Trigger

**New or Updated Deal**

Triggers when a deal is created or updated in eWay-CRM.

- Trigger

**New or Updated Journal**

Triggers when a journal entry is created or updated in eWay-CRM.

- Trigger

**New or Updated Project**

Triggers when a project is created or updated in eWay-CRM.

- Trigger

**New or Updated Task**

Triggers when a task is created or changed in eWay-CRM.

- Action

**Find a Contact**

Finds contacts in eWay-CRM matching an email, name, company or phone number.

- Action

**Find a Deal**

Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.

- Action

**Find a Drop-Down Menu Value**

Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.

- Action

**Find a Task**

Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.

- Action

**Save a Company**

Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.

- Action

**Save a Contact**

Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.

- Action

**Save a Deal**

Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.

- Action

**Save a Journal**

Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.

- Action

**Save a Project**

Creates a new project in eWay-CRM, or updates an existing project when its ID is given.

- Action

**Save a Task**

Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.

- Action

**Convert HTML to PDF**

Create PDF invoices, reports, certificates, receipts, contracts, and other business documents from a web page URL or HTML template. Use data from previous Zap steps, then customize layout, page setup, headers, footers, watermarks, security, and advanced rendering options.

- Action

**Export Shopify Data to PDF**

Create branded Shopify invoices, receipts, quotes, refunds, cancellations, and order summaries as PDF files from Shopify order data. Use the generated PDF in later steps, such as email, cloud storage, or customer support.

- Action

**Raw Request Data to PDF**

Save webhook, form, API, JSON, XML, URL-encoded, or plain text data as a readable PDF. Useful for archiving submissions, keeping records of incoming requests, reviewing automation data, or troubleshooting Zaps.

## Each app on its own

- [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm)
- [ **PDF Export** PDF Export is a document conversion service that converts web pages and HTML to high-quality PDF documents.](https://apiant.ai/connections/pdf-export)

Reviews

## What our customers say

## More from eWay-CRM

- [ **eWay-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/eway-crm-to-hubspot)
- [ **eWay-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/eway-crm-to-salesforce)
- [ **eWay-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/eway-crm-to-slack)
- [ **eWay-CRM to Google Sheets** Google Sheets](https://apiant.ai/connect/eway-crm-to-google-sheets)
- [ **eWay-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/eway-crm-to-gmail)
- [ **eWay-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/eway-crm-to-google-calendar)

## More into PDF Export

- [ **HubSpot to PDF Export** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdf-export)
- [ **Salesforce to PDF Export** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdf-export)
- [ **Slack to PDF Export** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdf-export)
- [ **Google Sheets to PDF Export** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdf-export)
- [ **Gmail to PDF Export** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdf-export)
- [ **Google Calendar to PDF Export** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdf-export)

Questions

## eWay-CRM and PDF Export, answered

###

### What can start an automation from eWay-CRM?

Any of eWay-CRM's 6 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Deal and New or Updated Journal. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in PDF Export when something happens in eWay-CRM?

Any of PDF Export's 3 actions, including Convert HTML to PDF, Export Shopify Data to PDF and Raw Request Data to PDF. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from PDF Export to eWay-CRM?

PDF Export has no triggers in the catalog today, so automations start in eWay-CRM. If you need the other direction, ask: your agent reads PDF Export's API documentation and adds it.

###

### Do I have to build a connector for eWay-CRM or PDF Export?

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 eWay-CRM and PDF Export 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.