--- title: "Connect Poptin to Pdforge - APIANT.ai" description: "When \"New Contact\" fires in Poptin, your agent runs \"Add template\" in Pdforge." canonical: "https://apiant.ai/connect/poptin-to-pdforge" --- # Connect Poptin to Pdforge When **New Contact** fires in [Poptin](https://apiant.ai/connections/poptin), 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. Poptin **2** triggers Poptin **31** 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 Poptin 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 Poptin can start in Pdforge - When **New Contact** in Poptin then **Add template** in Pdforge - When **New Lead** in Poptin 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 Poptin and Pdforge ## Triggers and actions 2 triggers · 44 actions - Trigger **New Contact** Triggers when a new contact is added to your Poptin contact list. - Trigger **New Lead** Triggers when a visitor submits a Poptin form, creating a new lead (conversion). - Action **Campaign Analytics** See how your email campaigns performed overall in a date range (sends, opens, clicks, bounces) - the same metrics as a single campaign, rolled up. - Action **Create preference** Add a new subscription preference topic (name and optional description) that contacts can be opted into. **423** if the account is locked for processing. - Action **Delete campaign** Permanently delete a campaign you no longer need. Campaigns that are `sending` or `queued` cannot be deleted (**422**). Allowed while under review. Returns **204** with no body. - Action **Delete contact** Permanently remove one contact by public id (`uid`). For many deletions, prefer **Bulk delete contacts (JSON)**. Returns **204** with no body. **423** if the account is locked for processing. - Action **Delete conversion** Remove lead personal details from a conversion while the row may be kept for aggregate stats. Returns **204**. **423** if the account is locked for processing. - Action **Delete poptin** Soft-delete a popup/form (recoverable by support for a limited time). A/B versions are reassigned as in the dashboard. Returns **204**. **423** if the account is locked for processing. - Action **Delete preference** Remove a subscription preference topic you no longer offer. Contacts lose this preference association. **423** if the account is locked for processing. - Action **Delete property** Remove a custom property you no longer need. Built-in/default properties cannot be deleted (**406**). **423** if the account is locked for processing. - Action **End campaign** Mark a `paused` campaign as `completed` so it will not continue sending - use this to close out a send early. Ending an already `completed` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review. - Action **List campaigns** Browse email campaigns on your account (with optional name/status filters) so you can find a campaign to inspect or control. Paginated (`per_page` default **10**, max **100**). - Action **List contacts** Browse and search people on your contact list so you can sync a CRM, audit who is subscribed, or find a contact before updating them. - Action **List conversions** Browse leads and actions captured from your popups/forms so you can sync them to another system or review recent activity. - Action **List poptins** Browse your popups and forms with per-Poptin aggregate metrics so you can rank performers or find a Poptin to inspect. - Action **List preferences** List subscription preference topics on your account so you can build a preference center or map topic ids when syncing contacts. Paginated (`per_page` default **50**, max **100**). - Action **List properties** List the contact fields available on your account so you can map forms or syncs to the right keys. Paginated (`per_page` default **50**, max **100**). - Action **Pause campaign** Temporarily stop a campaign that is currently `sending` or `queued` - for example while you fix content or list issues. Pausing an already `paused` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review. - Action **Pause poptin** Turn off an active popup/form so it stops showing on your site. Pausing an already `inactive` poptin is a no-op (**200**). **422** for statuses that cannot be paused (for example `draft`). - Action **Poptin Analytics** See account-wide popup and form results for a time period - visitors, views, conversions, growth, and rates - the same overview style numbers you would check in the dashboard. - Action **Refresh poptin stats** Ask Poptin to recompute popup/form aggregate stats when the cached overview looks stale. - Action **Rename poptin** Change the display name of a popup/form. Name must be 2–256 characters and unique on the account (**422** if taken). - Action **Resume campaign** Continue a `paused` campaign, or retry one that entered an `error` state. Resuming an already `sending`, `queued`, or `scheduled` campaign is a no-op (**200**), except when under review (**422**). **422** for other statuses or when the campaign is under review. - Action **Resume poptin** Turn an inactive popup/form back on. Resuming an already `active` poptin is a no-op (**200**). **422** for statuses that cannot be resumed (for example `draft`). - Action **Show bulk job status** Poll a background bulk job until `status` is `done` or `failed`. Requires `object_id` and `object_name` from the **202** response of a queuing operation. - Action **Show campaign** Get one campaign by public id (`uid`), including its delivery status and performance statistics (sends, opens, clicks, bounces, and rates). A/B campaigns also include `ab`, `ab_test_percentage`, and per-variant details (`type`, `has_body`, headers). During an active A/B test, top-level `subject` / ` - Action **Show contact** Get one contact by public id (`uid`), including field values, tags, preferences, and subscription status - useful before an update or to verify a sync. - Action **Show conversion** Get one conversion by public id (`uid`) - for example to fetch full lead details after a webhook or list sync. Pass `include=extra_fields` to resolve submitted input fields. - Action **Show poptin** Get one popup or form by public id (`uid`) with its aggregate metrics. A/B parents include nested versions; A/B versions include the parent’s identity and metrics. - Action **Show preference** Get one preference topic by public id (`uid`). Pass `include=contacts_count` when you need how many contacts currently have this preference. - Action **Show property** Get one contact property, including its type and options, so you can map forms or syncs to the right field. - Action **Update contact status** Change only a contact’s subscription status (for example subscribe, unsubscribe, or mark as bounced) without rewriting their other fields. - Action **Update preference** Update a preference topic without changing which contacts are opted in. **423** if the account is locked for processing. - 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 - [ **Poptin** Poptin is a free lead capture platform that lets you create engaging web and mobile popups and improve your...](https://apiant.ai/connections/poptin) - [ **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 Poptin - [ **Poptin to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/poptin-to-salesforce) - [ **Poptin to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/poptin-to-slack) - [ **Poptin to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/poptin-to-stripe) - [ **Poptin to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/poptin-to-shopify) - [ **Poptin to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/poptin-to-quickbooks-online) - [ **Poptin to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/poptin-to-trello) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Poptin and Pdforge, answered ### ### What can start an automation from Poptin? Any of Poptin's 2 triggers in the catalog, including New Contact and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pdforge when something happens in Poptin? 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 Poptin? Pdforge has no triggers in the catalog today, so automations start in Poptin. 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 Poptin 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 Poptin 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.