--- title: "Connect Gridfox to PDFMonkey - APIANT.ai" description: "When \"Record Created\" fires in Gridfox, your agent runs \"Update Document\" in PDFMonkey." canonical: "https://apiant.ai/connect/gridfox-to-pdfmonkey" --- # Connect Gridfox to PDFMonkey When **Record Created** fires in [Gridfox](https://apiant.ai/connections/gridfox), your agent runs **Update Document** in [PDFMonkey](https://apiant.ai/connections/pdfmonkey). Describe the whole flow and it is built, tested on every scenario and kept running. Gridfox **2** triggers Gridfox **9** actions PDFMonkey **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gridfox and PDFMonkey 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 Gridfox can start in PDFMonkey - When **Record Created** in Gridfox then **Update Document** in PDFMonkey - When **Record Created or Updated** in Gridfox then **Generate Document** in PDFMonkey 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 Gridfox and PDFMonkey ## Triggers and actions 2 triggers · 18 actions - Trigger **Record Created** Triggers when a new record is created. - Trigger **Record Created or Updated** Fires when a record in the chosen Gridfox table is created or updated. - Action **Add record** Create a record in a table. - Action **Add user** Add a user to the project. - Action **Delete record** Delete a record. - Action **Find records** Search records in a table by search parameters. - Action **Get record** Get a record by reference field value. - Action **Get record audit** Get audit history for a record. - Action **List tables** List tables in the project. - Action **List User Groups** lists the project's user groups with their member users (id, email). - Action **Update record** Update a record by reference field value. - Action **Add Template** Create a new document template (HTML/CSS/Liquid or Builder). - Action **Delete Document** Permanently deletes a PDFMonkey document and its generated file. - Action **Delete Template** Delete a document template. - Action **Find Document** Returns up to 24 documents whose ID or filename matches the search text, optionally narrowed by template, status, workspace or last-update time. - Action **Generate Document** Generates a document from a PDFMonkey template and waits for generation to finish, returning the finished document with its download link. - Action **Get Template** Retrieves a PDFMonkey template, including its HTML body, styles, test data and print settings. - Action **List Templates** Return a paginated list of document templates for the workspace. - Action **Update Document** Updates an existing PDFMonkey document: change its template, data or metadata, or set its status to pending to (re)generate it. - Action **Update Template** Update an existing document template's content or settings. ## Each app on its own - [ **Gridfox** Manage your work, your way with Gridfox. The tool for team collaboration that helps you build custom...](https://apiant.ai/connections/gridfox) - [ **PDFMonkey** PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a...](https://apiant.ai/connections/pdfmonkey) Reviews ## What our customers say ## More from Gridfox - [ **Gridfox to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gridfox-to-hubspot) - [ **Gridfox to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gridfox-to-salesforce) - [ **Gridfox to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gridfox-to-slack) - [ **Gridfox to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/gridfox-to-mailchimp) - [ **Gridfox to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/gridfox-to-stripe) - [ **Gridfox to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/gridfox-to-shopify) ## More into PDFMonkey - [ **HubSpot to PDFMonkey** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdfmonkey) - [ **Salesforce to PDFMonkey** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdfmonkey) - [ **Slack to PDFMonkey** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdfmonkey) - [ **Google Sheets to PDFMonkey** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdfmonkey) - [ **Gmail to PDFMonkey** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdfmonkey) - [ **Google Calendar to PDFMonkey** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdfmonkey) Questions ## Gridfox and PDFMonkey, answered ### ### What can start an automation from Gridfox? Any of Gridfox's 2 triggers in the catalog, including Record Created and Record Created or Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PDFMonkey when something happens in Gridfox? Any of PDFMonkey's 9 actions, including Update Document, Update Template, Add Template and Find Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PDFMonkey to Gridfox? PDFMonkey has no triggers in the catalog today, so automations start in Gridfox. If you need the other direction, ask: your agent reads PDFMonkey's API documentation and adds it. ### ### Do I have to build a connector for Gridfox or PDFMonkey? 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 Gridfox and PDFMonkey 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.