# Connect Productive.io to ConvertAPI PDF Tools

When **New time entry** fires in [Productive.io](https://apiant.ai/connections/productive-io), your agent runs **Email to PDF** in [ConvertAPI PDF Tools](https://apiant.ai/connections/convertapi-pdf-tools). Describe the whole flow and it is built, tested on every scenario and kept running.

Productive.io **1** trigger Productive.io **34** actions ConvertAPI PDF Tools **17** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Productive.io and ConvertAPI PDF Tools to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Productive.io can start in ConvertAPI PDF Tools

- When **New time entry** in Productive.io then **Email to PDF** in ConvertAPI PDF Tools
- When **New time entry** in Productive.io then **Advanced: Convert File** in ConvertAPI PDF Tools

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 Productive.io and ConvertAPI PDF Tools

## Triggers and actions 1 trigger · 51 actions

- Trigger

**New time entry**

Triggers when a new time entry is tracked in Productive.

- Action

**Add Comment to Deal**

Adds a comment to a deal in Productive.

- Action

**Add comment to task**

Adds a comment to a task in Productive.

- Action

**Add expense**

Creates a new expense in Productive, optionally allocated to a budget service.

- Action

**Add invoice**

Creates a new invoice for a client company in Productive.

- Action

**Add time entry**

Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.

- Action

**Create Booking**

Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive.

- Action

**Create Company**

Creates a new company (client) in Productive with its billing, invoicing and contact details.

- Action

**Create Contact**

Creates a contact (person) in Productive, linked to a client company.

- Action

**Create Deal**

Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.

- Action

**Create Project**

Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.

- Action

**Create Service**

Creates a service (a billable line of work) on a Productive deal or budget.

- Action

**Create Task**

Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.

- Action

**Create Task List**

Creates a task list inside a project folder in Productive.

- Action

**Delete task**

Permanently deletes a task in Productive.

- Action

**Find Company**

Finds companies in Productive by name or company code and returns the matches.

- Action

**Find Contact**

Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.

- Action

**Find Deal**

Finds deals in Productive by name, number or company and returns the matches.

- Action

**Find invoices by criteria**

Returns invoices matching an invoice number and/or company, with the first match and a count.

- Action

**Find projects by criteria**

Finds projects matching a name, client company, project manager or status, returning the matches and the first one.

- Action

**Find Task**

Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.

- Action

**Find time entries by criteria**

Returns time entries matching the criteria you give, such as person, service, task or date range.

- Action

**Find User**

Finds users (team members) in your Productive organization by name or email and returns the matches.

- Action

**Get Booking**

Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.

- Action

**Get Comment**

Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.

- Action

**Get Expense**

Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.

- Action

**Get Service**

Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.

- Action

**Get Task List**

Returns a single task list by its ID, including its name, position, archive status and its project, board and folder.

- Action

**Update booking**

Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.

- Action

**Update company**

Updates an existing company in Productive. Only the fields you fill in are changed.

- Action

**Update Contact**

Updates an existing contact (person) in Productive. Only the fields you fill in are changed.

- Action

**Update Deal**

Updates an existing deal or budget in Productive, changing only the fields you fill in.

- Action

**Update project**

Updates an existing project in Productive. Only the values you fill in are changed.

- Action

**Update Task**

Updates an existing task in Productive. Only the values you fill in are changed.

- Action

**Update time entry**

Updates an existing time entry in Productive, changing only the fields you fill in.

- Action

**Advanced: Convert File**

Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.

- Action

**Combine or Merge PDF Files**

Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.

- Action

**Compress PDF**

Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.

- Action

**Email to PDF**

Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.

- Action

**Images to PDF**

Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.

- Action

**Office to PDF**

Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.

- Action

**PDF to DOCX**

Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.

- Action

**PDF to PDF/A**

Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.

- Action

**PDF to PNG**

The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.

- Action

**PDF to PPTX**

Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.

- Action

**PDF to XLSX**

Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.

- Action

**Protect PDF**

Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.

- Action

**Redact PDF**

Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.

- Action

**Repair PDF**

Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.

- Action

**WEB to JPG**

Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.

- Action

**WEB to PDF**

Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.

- Action

**WEB to PNG**

Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

## Each app on its own

- [ **Productive.io** Productive is a project management tool that includes everything you need to run a profitable agency.](https://apiant.ai/connections/productive-io)
- [ **ConvertAPI PDF Tools** ConvertAPI PDF Tools is a file automation service to convert PDFs, images and Office files, plus merge...](https://apiant.ai/connections/convertapi-pdf-tools)

Reviews

## What our customers say

## More from Productive.io

- [ **Productive.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/productive-io-to-salesforce)
- [ **Productive.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/productive-io-to-slack)
- [ **Productive.io to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/productive-io-to-stripe)
- [ **Productive.io to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/productive-io-to-shopify)
- [ **Productive.io to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/productive-io-to-quickbooks-online)
- [ **Productive.io to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/productive-io-to-trello)

## More into ConvertAPI PDF Tools

- [ **HubSpot to ConvertAPI PDF Tools** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-convertapi-pdf-tools)
- [ **Salesforce to ConvertAPI PDF Tools** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-convertapi-pdf-tools)
- [ **Slack to ConvertAPI PDF Tools** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-convertapi-pdf-tools)
- [ **Google Sheets to ConvertAPI PDF Tools** Google Sheets](https://apiant.ai/connect/google-sheets-to-convertapi-pdf-tools)
- [ **Gmail to ConvertAPI PDF Tools** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-convertapi-pdf-tools)
- [ **Google Calendar to ConvertAPI PDF Tools** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-convertapi-pdf-tools)

Questions

## Productive.io and ConvertAPI PDF Tools, answered

###

### What can start an automation from Productive.io?

Any of Productive.io's 1 trigger in the catalog, including New time entry. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in ConvertAPI PDF Tools when something happens in Productive.io?

Any of ConvertAPI PDF Tools's 17 actions, including Advanced: Convert File, Combine or Merge PDF Files, Compress PDF and Email to PDF. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from ConvertAPI PDF Tools to Productive.io?

ConvertAPI PDF Tools has no triggers in the catalog today, so automations start in Productive.io. If you need the other direction, ask: your agent reads ConvertAPI PDF Tools's API documentation and adds it.

###

### Do I have to build a connector for Productive.io or ConvertAPI PDF Tools?

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.
