# Connect HelpSpace to PDFMonkey When **New Customer** fires in [HelpSpace](https://apiant.ai/connections/helpspace), 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. HelpSpace **1** trigger HelpSpace **15** 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 HelpSpace 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 HelpSpace can start in PDFMonkey - When **New Customer** in HelpSpace then **Update Document** in PDFMonkey - When **New Customer** in HelpSpace 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 HelpSpace and PDFMonkey ## Triggers and actions 1 trigger · 24 actions - Trigger **New Customer** Triggers when a new customer is created. - Action **Add organization** Create an organization. - Action **Add task** Create a task. - Action **Add task comment** Add a comment to a task. - Action **Customer Create** Creates a new Customer - Action **Customer Delete** Deletes a Customer - Action **Customer Update** Updates a Customer - Action **Delete organization** Delete an organization. - Action **Delete task** Delete a task. - Action **Get customer** Get a customer by id. - Action **Get organization** Get an organization by id. - Action **List customers** List all customers. - Action **List organizations** List all organizations. - Action **List tasks** List tasks. - Action **Update organization** Update an organization. - Action **Update task** Update a task. - 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 - [ **HelpSpace** HelpSpace is a well-rounded customer service tool including a team inbox, intuitive interface, self-service...](https://apiant.ai/connections/helpspace) - [ **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 HelpSpace - [ **HelpSpace to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/helpspace-to-hubspot) - [ **HelpSpace to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/helpspace-to-salesforce) - [ **HelpSpace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/helpspace-to-slack) - [ **HelpSpace to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/helpspace-to-mailchimp) - [ **HelpSpace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/helpspace-to-stripe) - [ **HelpSpace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/helpspace-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 ## HelpSpace and PDFMonkey, answered ### ### What can start an automation from HelpSpace? Any of HelpSpace's 1 trigger in the catalog, including New Customer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PDFMonkey when something happens in HelpSpace? 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 HelpSpace? PDFMonkey has no triggers in the catalog today, so automations start in HelpSpace. 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 HelpSpace 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 HelpSpace 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.