--- title: "Connect NetHunt CRM to Pdforge - APIANT.ai" description: "When \"New Call Log\" fires in NetHunt CRM, your agent runs \"Add template\" in Pdforge." canonical: "https://apiant.ai/connect/nethunt-crm-to-pdforge" --- # Connect NetHunt CRM to Pdforge When **New Call Log** fires in [NetHunt CRM](https://apiant.ai/connections/nethunt-crm), your agent runs **Add template** in [Pdforge](https://apiant.ai/connections/pdforge). Describe the whole flow and it is built, tested on every scenario and kept running. NetHunt CRM **8** triggers NetHunt CRM **8** actions Pdforge **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want NetHunt CRM and Pdforge 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 NetHunt CRM can start in Pdforge - When **New Call Log** in NetHunt CRM then **Add template** in Pdforge - When **New Comment** in NetHunt CRM then **Update PDF metadata** in Pdforge 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 NetHunt CRM and Pdforge ## Triggers and actions 8 triggers · 21 actions - Trigger **New Call Log** Triggered when a new call log is added to a record in the specified folder. - Trigger **New Comment** Triggered when a new comment is added to a record in the specified folder. - Trigger **New folder** Triggered when a new folder is added. - Trigger **New Google Drive File in Folder** Polls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments. - Trigger **New or Updated Record in Folder** Triggered when a record is created or updated in the specified folder. - Trigger **New Record in Folder** Triggered when a record is created in the specified folder. - Trigger **Two-way sync new or updated records in folder** A trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Updated Record in Folder** Triggered when a record is updated in the specified folder. - Action **Add Call Log** Add a call log to the specified record. - Action **Add Comment** Add a comment to the specified record. - Action **Delete Record** Delete a record by ID. - Action **Find Record** Search records in a folder by ID or text query. - Action **Find record by field value** Finds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at. - Action **List Folder Fields** List the fields of a folder. - Action **List Readable Folders** List all folders the user can read. - Action **List Writable Folders** List folders the user can create records in. - Action **Add template** Starts AI creation of a new PDF template from a text prompt (and optional reference file). Creation runs asynchronously and usually takes a couple of minutes; the returned template id can be used to check its status. - Action **Compress PDF** Compresses a PDF from a public URL to reduce its file size, returning a signed download URL for the compressed file. - Action **Convert HTML to PDF** Converts HTML into a PDF (or PNG) synchronously and returns a temporary signed URL to the generated file. If rendering takes longer than 30 seconds, the job is queued and a request id and status URL are returned instead. - Action **Convert Markdown to PDF** Convert Markdown text (headings, lists, tables, code blocks) into a styled PDF document. - Action **Generate PDF from template** Generates a PDF (or PNG) from one of your PDF Noodle templates and waits for it to finish, returning a temporary download link. - Action **Get PDF status** Retrieve the status of a single PDF generation request, and its download link once rendering succeeds. - Action **Get template** Retrieves a template's full details, or its creation status if it is still being created with AI. - Action **Get template variables** Retrieves the variable schema for a template: every data placeholder (including nested objects and arrays) that can be supplied when generating a PDF from it. - Action **Get tool status** Retrieve the status of a PDF tool operation (merge, split, compress, markdown to PDF, metadata update) using the request id returned by an async request or a synchronous request that timed out. - Action **List templates** Lists every template available in your pdf noodle account, with each template's id and display name. - Action **Merge PDFs** Combine two or more publicly accessible PDF files into a single PDF, merged in the order given. Returns a temporary download link to the merged file, or a request id to check later when the merge runs in the background. - Action **Split PDF** Split a single PDF into multiple smaller PDFs by page ranges or regular intervals. - Action **Update PDF metadata** Updates the embedded metadata (title, author, subject, keywords and more) of a PDF at a public URL and returns a link to the updated file. The original PDF content is preserved. ## Each app on its own - [ **NetHunt CRM** NetHunt CRM ties to Gmail and other Google Workspace apps you work in, automates data flow, and makes...](https://apiant.ai/connections/nethunt-crm) - [ **Pdforge** No-code builder and API for generating PDF documents/reports at scale for SaaS apps.](https://apiant.ai/connections/pdforge) Reviews ## What our customers say ## More from NetHunt CRM - [ **NetHunt CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nethunt-crm-to-salesforce) - [ **NetHunt CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nethunt-crm-to-slack) - [ **NetHunt CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nethunt-crm-to-stripe) - [ **NetHunt CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nethunt-crm-to-shopify) - [ **NetHunt CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nethunt-crm-to-quickbooks-online) - [ **NetHunt CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nethunt-crm-to-pipedrive) ## More into Pdforge - [ **Clockify to Pdforge** Clockify is a completely free time tracking software for teams.](https://apiant.ai/connect/clockify-to-pdforge) - [ **HubSpot to Pdforge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdforge) - [ **Salesforce to Pdforge** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdforge) - [ **Slack to Pdforge** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdforge) - [ **Google Sheets to Pdforge** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdforge) - [ **Gmail to Pdforge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdforge) Questions ## NetHunt CRM and Pdforge, answered ### ### What can start an automation from NetHunt CRM? Any of NetHunt CRM's 8 triggers in the catalog, including New Call Log, New Comment, New folder and New Google Drive File in Folder. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pdforge when something happens in NetHunt CRM? Any of Pdforge's 13 actions, including Update PDF metadata, Add template, Compress PDF and Convert HTML to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pdforge to NetHunt CRM? Pdforge has no triggers in the catalog today, so automations start in NetHunt CRM. If you need the other direction, ask: your agent reads Pdforge's API documentation and adds it. ### ### Do I have to build a connector for NetHunt CRM or Pdforge? 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 NetHunt CRM and Pdforge 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.