Integration
Connect Ontraport to PDF Vector
When New Contact fires in Ontraport, your agent runs Ask About Invoice in PDF Vector. Describe the whole flow 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 Ontraport and PDF Vector to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Ontraport can start in PDF Vector
When New Contact in Ontraport
then Ask About Invoice in PDF Vector
When New or Updated Contact in Ontraport
then Extract Data From Invoice in PDF Vector
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 Ontraport and PDF Vector
Triggers and actions 5 triggers · 23 actions
Trigger
New ContactPolling trigger: fires for each newly created contact, newest first (sorted by creation date).
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or modified, sorted by date last modified.
Trigger
New TaskPolling trigger: fires for each newly created task (objectID 1), newest first.
Trigger
New TransactionPolling trigger: fires for each newly created transaction (objectID 46), newest first.
Trigger
Two-way sync new or updated contactA trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.
Action
Create ObjectCreate a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.
Action
Create or Update ContactCreate a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
Action
Create TaskCreate a Task object (objectID 1) in Ontraport.
Action
Delete ContactDelete a contact by its Ontraport ID.
Action
Delete ObjectDelete a record of any object type by objectID and id.
Action
Find Contact by EmailFind a contact by exact email match. Returns the first matching record.
Action
Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.
Action
Get ContactRetrieve a single contact by its Ontraport ID.
Action
Get ObjectRetrieve a single record of any object type by objectID and id.
Action
List ContactsList contacts with optional search, range, and sort.
Action
List ObjectsList records of any object type with optional search and range.
Action
Remove Tag from ContactRemove a tag from one or more contacts.
Action
Tag ContactAdd a tag to one or more contacts.
Action
Update ObjectUpdate a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
Action
Ask About DocumentAnswers a question about the content of a document (PDF, Office, image, text and more) using AI, given a public URL or base64 file content.
Action
Ask About Identity DocumentAnswers a question about an identity document (passport, driver's license, ID card) supplied by URL or base64 content, using AI.
Action
Ask About InvoiceAnswers a question about an invoice document (PDF, image, Word and more) using AI, provided by URL or base64 content.
Action
Extract Data From DocumentExtracts structured data from a document (PDF, Word, Excel, image and more) according to your instructions and JSON schema.
Action
Extract Data From Identity DocumentExtracts structured data from an identity document (passport, driver's license, ID card) according to a JSON Schema you provide.
Action
Extract Data From InvoiceExtracts structured data from an invoice (PDF, image or office file) into the shape you describe with a JSON Schema.
Action
Parse DocumentParses a document (PDF, Word, Excel, PowerPoint, images and more) and returns its content as markdown.
Action
Parse Identity DocumentParses an identity document (passport, driver's license, ID card) and returns its content as markdown.
Action
Parse InvoiceParses an invoice (PDF, image or office document) into markdown text.
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
More from Ontraport
Ontraport to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Ontraport to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Ontraport to StripeStripe is a payment processing platform for online businesses.
Ontraport to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Ontraport to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Ontraport to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into PDF Vector
HubSpot to PDF VectorHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to PDF VectorSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to PDF VectorSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to PDF VectorGoogle Sheets
Gmail to PDF VectorGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PDF VectorGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Ontraport and PDF Vector, answered
What can start an automation from Ontraport?
Any of Ontraport's 5 triggers in the catalog, including New Contact, New or Updated Contact, New Task and New Transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PDF Vector when something happens in Ontraport?
Any of PDF Vector's 9 actions, including Ask About Document, Ask About Identity Document, Ask About Invoice and Extract Data From Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDF Vector to Ontraport?
PDF Vector has no triggers in the catalog today, so automations start in Ontraport. If you need the other direction, ask: your agent reads PDF Vector's API documentation and adds it.
Do I have to build a connector for Ontraport or PDF Vector?
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 Ontraport and PDF Vector 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.