Integration
Connect OnePageCRM to PDF Generator API
When something happens in OnePageCRM, your agent does the next thing in PDF Generator API. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want OnePageCRM and PDF Generator API to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What OnePageCRM can start in PDF Generator API
When Completed Next Action in OnePageCRM
then Add form in PDF Generator API
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 OnePageCRM and PDF Generator API
Triggers and actions 9 triggers · 27 actions
- Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
- Add form
Create a new form.
- Add template
Creates a new template in the workspace of the connected account. Leave the layout and pages blank to create an empty template you can design later in the editor.
- Add workspace
Creates a regular workspace with the identifier you supply.
- Convert HTML to PDF
Converts HTML content to a PDF document and returns it base64-encoded.
- Convert URL to PDF
Convert a web page URL to a PDF.
- Delete document
Delete a stored document from PDF Generator API's Document Storage.
- Delete template
Deletes a template from the workspace.
- Generate document
Merges a template with your data and returns the generated document as base64 content or a temporary public URL.
- Generate QR code
Generate a QR code image asset.
- Get document
Returns a document stored in Document Storage: its public URL and file details.
- Get template
Returns the configuration of a template: name, tags, draft status, layout, pages and components, data settings and editor preferences.
- List documents
Lists documents generated and stored in PDF Generator API (only documents generated with the URL/storage output option). Optionally filter by template and date range.
- List forms
Returns the forms available for the organization.
- List templates
Retrieve all templates in the workspace.
- List workspaces
Returns the workspaces in your PDF Generator API organization.
- Update template
Replaces a template's configuration. Layout and pages are replaced as a whole, not merged.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
OnePageCRM and PDF Generator API, answered
What can start an automation from OnePageCRM?
Any of OnePageCRM's 9 triggers in the catalog, including Completed Next Action, New Call, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PDF Generator API when something happens in OnePageCRM?
Any of PDF Generator API's 16 actions, including Update template, Add form, Add template and Add workspace. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDF Generator API to OnePageCRM?
PDF Generator API has no triggers in the catalog today, so automations start in OnePageCRM. If you need the other direction, ask: your agent reads PDF Generator API's API documentation and adds it.
Do I have to build a connector for OnePageCRM or PDF Generator API?
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.
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.