Integration
Connect Ploomes to PDF.co
When New contact fires in Ploomes, your agent runs AI Invoice Parser in PDF.co. 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 Ploomes and PDF.co 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 Ploomes can start in PDF.co
When New contact in Ploomes
then AI Invoice Parser in PDF.co
When New deal in Ploomes
then Add Barcode to PDF in PDF.co
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 Ploomes and PDF.co
Triggers and actions 3 triggers · 47 actions
Trigger
New contactTriggers when a new contact (person or company) is created in Ploomes.
Trigger
New dealTriggers when a new deal is created in Ploomes.
Trigger
New taskTriggers when a new task is created in Ploomes.
Action
Add contactCreates a contact (a person or a company) in Ploomes and returns the new contact record.
Action
Add dealCreates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
Action
Add interaction recordCreates an interaction record (a note, call or email log) on a Ploomes contact or deal.
Action
Add productCreates a product in your Ploomes account and returns the new product.
Action
Add quoteCreates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
Action
Add taskCreates a task in Ploomes, optionally linked to a contact or deal.
Action
Delete contactDeletes a contact (person or company) from your Ploomes account.
Action
Delete dealDeletes a deal from your Ploomes account.
Action
Find contacts by criteriaReturns the Ploomes contacts (people and companies) that match the criteria you give.
Action
Find deals by criteriaReturns the deals that match the criteria you give, such as a title, stage or customer.
Action
Find interaction records by criteriaReturns the interaction records (activity history entries) that match the criteria you give.
Action
Find tasks by criteriaReturns the tasks that match the criteria you specify, such as title, contact or deal.
Action
Finish taskMarks a Ploomes task as finished.
Action
Get quoteReturns a single quote (proposal) by its ID, including its custom field values.
Action
Lose dealMarks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
Action
Update contactUpdates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
Action
Update dealUpdates an existing deal in Ploomes. Only the fields you fill in are changed.
Action
Update taskUpdates an existing task in Ploomes. Only the fields you fill in are changed.
Action
Win dealMarks a Ploomes deal as won and returns the updated deal.
Action
Add Barcode to PDFDraws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.
Action
Add Form Field to PDFAdd a fillable form field (text field or checkbox) to a PDF at a specified position.
Action
Add Image to PDFAdd an image, logo, or signature to a PDF at a specified position.
Action
Add Text to PDFAdd Text to PDF
Action
Advanced Barcode ReaderDecode barcodes from images or PDF documents swiftly and accurately.
Action
AI Invoice ParserTransform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
Action
Anything to PDF ConverterSeamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.
Action
Barcode GeneratorGenerate a variety of barcodes , e.g. QRCode .
Action
Compress and Optimize PDFSignificantly reduce PDF file size by compressing and optimizing images and objects within the document.
Action
Convert Scanned PDF to Searchable PDFConverts a scanned PDF or image file into a text-searchable PDF.
Action
Custom API CallAllows the execution of a custom API call to the PDF.co API. This is intended for advanced users.
Action
Document ClassifierAnalyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.
Action
Document ParserExtract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.
Action
Get PDF InformationExtract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
Action
HTML to PDF ConverterConvert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
Action
PDF FillerAdd text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.
Action
PDF Find TableThis operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.
Action
PDF MergerCombine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
Action
PDF Page ToolsTools to rotate and delete pages from your PDF files effectively.
Action
PDF SecurityAdd/Remove Password and Security Features to/from PDF file
Action
PDF to Anything ConverterConvert PDF to JPG, PNG, CSV, XML, JSON and other formats
Action
Search and Delete Found Text in PDFIdentify and remove specified text from a PDF document using text search or fixed-position coordinates
Action
Search and Replace Text in PDFLocate and replace specified text within a PDF document
Action
Search and Replace With Image in PDFSearch text inside PDF and replace with Image
Action
Search in PDFAllows you to search for specific text within PDF documents or scanned images.
Action
Split PDF Based on Barcode SearchThis operation segments a PDF document based on barcode search, creating new PDF files for each segment.
Action
Split PDF Based on Text SearchThis operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.
Action
Split PDF Into Multiple FilesThis operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
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
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What our customers say
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Questions
Ploomes and PDF.co, answered
What can start an automation from Ploomes?
Any of Ploomes's 3 triggers in the catalog, including New contact, New deal and New task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PDF.co when something happens in Ploomes?
Any of PDF.co's 28 actions, including Add Barcode to PDF, Add Form Field to PDF, Add Image to PDF and Add Text to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDF.co to Ploomes?
PDF.co has no triggers in the catalog today, so automations start in Ploomes. If you need the other direction, ask: your agent reads PDF.co's API documentation and adds it.
Do I have to build a connector for Ploomes or PDF.co?
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 Ploomes and PDF.co 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.