--- title: "Connect Pipeliner to Api2Pdf - APIANT.ai" description: "When \"New account\" fires in Pipeliner, your agent runs \"Convert office document to PDF\" in Api2Pdf." canonical: "https://apiant.ai/connect/pipeliner-to-api2pdf" --- # Connect Pipeliner to Api2Pdf When **New account** fires in [Pipeliner](https://apiant.ai/connections/pipeliner), your agent runs **Convert office document to PDF** in [Api2Pdf](https://apiant.ai/connections/api2pdf). Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner **5** triggers Pipeliner **18** actions Api2Pdf **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipeliner and Api2Pdf 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 Pipeliner can start in Api2Pdf - When **New account** in Pipeliner then **Convert office document to PDF** in Api2Pdf - When **New contact** in Pipeliner then **Add PDF password** in Api2Pdf 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 Pipeliner and Api2Pdf ## Triggers and actions 5 triggers · 34 actions - Trigger **New account** Fires when a new Account is created in Pipeliner. - Trigger **New contact** Fires when a new Contact is created in Pipeliner. - Trigger **New lead** Fires when a new Lead is created in Pipeliner. - Trigger **New opportunity** Fires when a new Opportunity is created in Pipeliner. - Trigger **Updated opportunity** Fires when an Opportunity is updated in Pipeliner. - Action **Add account** Adds a new account - Action **Add contact** Create a new Contact record. - Action **Add lead** Create a new Lead record. - Action **Add note** Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner. - Action **Add opportunity** Create a new Opportunity record. - Action **Add product** Create a new Product record. - Action **Delete account** Deletes a Pipeliner account by its id. - Action **Delete contact** Remove Contact with given id. - Action **Find accounts by name** Returns up to 30 accounts whose name matches the specified name. - Action **Find contacts by email** Returns up to 30 contacts whose primary email matches the specified email. - Action **Get account** Retrieves a single account by its id. - Action **Get contact** Return Contact with given id. - Action **Get lead** Return Lead with given id. - Action **Get opportunity** Return Opportunity with given id. - Action **Update account** Update an existing Account record. - Action **Update contact** Update an existing Contact record. - Action **Update lead** Update an existing Lead record. - Action **Update opportunity** Update an existing Opportunity record. - Action **Add PDF password** Adds a user password (and optionally an owner password) to an existing PDF and returns a link to the protected file. - Action **Convert HTML to Docx** Converts HTML or a URL to a Word document via LibreOffice. - Action **Convert HTML to image** Renders raw HTML in Headless Chrome and returns a link to the resulting PNG image. - Action **Convert HTML to PDF** Converts raw HTML to a PDF using Headless Chrome. - Action **Convert Markdown to PDF** Converts raw Markdown into a PDF with Headless Chrome and returns a download link. - Action **Convert office document to PDF** Converts a file URL (Word, Excel, PowerPoint, image, etc.) to PDF using LibreOffice. - Action **Convert PDF to text/markdown** Extracts the text of a PDF as Markdown and returns a link to the generated Markdown file. - Action **Convert URL to image** Renders a web page URL to an image (PNG/JPEG) using Headless Chrome. - Action **Convert URL to PDF** Converts a web page at a URL into a PDF using Headless Chrome and returns a link to download it. - Action **Delete generated file** Deletes a generated file right away instead of waiting for its automatic 24-hour removal. - Action **Extract PDF pages** Extracts a page range from a PDF into a new PDF via PdfSharp. - Action **Generate barcode** Generates a barcode or QR code image (Zebra/ZXing) for given text/format. - Action **Generate file thumbnail** Generates an image of the first page of a PDF or Office document (Word, Excel, PowerPoint) and returns a link to the image. - Action **Generate zip file** Bundles multiple file URLs into a single zip archive. - Action **Get account balance** Checks the remaining credit balance on your Api2Pdf account. - Action **Merge PDFs** Combines two or more PDFs, given by their public URLs, into a single PDF in the order listed. ## Each app on its own - [ **Pipeliner** CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting...](https://apiant.ai/connections/pipeliner) - [ **Api2Pdf** REST API for converting HTML, URLs, and Office documents to PDF, plus PDF merging and barcode generation.](https://apiant.ai/connections/api2pdf) Reviews ## What our customers say ## More from Pipeliner - [ **Pipeliner to Tomorrow.io** Weather API providing real-time conditions, 14-day forecasts, and up to 20 years of historical weather data.](https://apiant.ai/connect/pipeliner-to-tomorrow-io) - [ **Pipeliner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipeliner-to-salesforce) - [ **Pipeliner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipeliner-to-slack) - [ **Pipeliner to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/pipeliner-to-google-sheets) - [ **Pipeliner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipeliner-to-stripe) - [ **Pipeliner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipeliner-to-shopify) ## More into Api2Pdf - [ **HubSpot to Api2Pdf** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-api2pdf) - [ **Salesforce to Api2Pdf** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-api2pdf) - [ **Slack to Api2Pdf** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-api2pdf) - [ **Google Sheets to Api2Pdf** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-api2pdf) - [ **Gmail to Api2Pdf** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-api2pdf) - [ **Google Calendar to Api2Pdf** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-api2pdf) Questions ## Pipeliner and Api2Pdf, answered ### ### What can start an automation from Pipeliner? Any of Pipeliner's 5 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Api2Pdf when something happens in Pipeliner? Any of Api2Pdf's 16 actions, including Add PDF password, Convert HTML to Docx, Convert HTML to image and Convert HTML to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Api2Pdf to Pipeliner? Api2Pdf has no triggers in the catalog today, so automations start in Pipeliner. If you need the other direction, ask: your agent reads Api2Pdf's API documentation and adds it. ### ### Do I have to build a connector for Pipeliner or Api2Pdf? 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 Pipeliner and Api2Pdf 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.