Integration
Connect Salesloft to PDFGate
When Call Created or Updated fires in Salesloft, your agent runs Get Document in PDFGate. 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 Salesloft and PDFGate 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 Salesloft can start in PDFGate
When Call Created or Updated in Salesloft
then Get Document in PDFGate
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 Salesloft and PDFGate
Triggers and actions 9 triggers · 18 actions
- Account Created, Updated or Deleted
Triggers when an account (company) is created or updated in Salesloft.
- Cadence Created, Updated or Deleted
Triggers when a cadence is created or updated in Salesloft.
- Call Created or Updated
Triggers when a call is created or updated in Salesloft.
- Meeting Created or Updated
Triggers when a meeting is created or updated in Salesloft.
- Note Created, Updated or Deleted
Triggers when a note is created or updated in Salesloft.
- Person Created, Updated or Deleted
Triggers when a person is created or updated in Salesloft.
- Step Created, Created/Updated or Deleted
Triggers when a cadence step is created or updated in Salesloft.
- Task Created, Completed or Deleted
Triggers when a task is created or updated in Salesloft.
- User Created or Updated
Triggers when a user is created or updated in Salesloft.
- Add note
Creates a note on a Salesloft person or account, optionally linked to a call.
- Add person to cadence
Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
- Add task
Creates a call, email or general task in Salesloft for a person, assigned to a user.
- Create Person
Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
- Delete person
Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
- Find accounts by criteria
Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
- Find Person
Finds people in Salesloft by email address. Returns the first match and the list of all matches.
- Find User
Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
- Get person
Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
- List cadences
Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
- Remove person from cadence
Removes a person from a cadence by deleting their cadence membership.
- Compress PDF
Reduces the file size of a PDF without changing its visual appearance, optionally linearizing it for Fast Web View.
- Delete Document
Deletes a document from PDFGate by its ID.
- Extract PDF Form Data
Reads every form field in a fillable PDF and returns each field's current value, from an uploaded PDF or a document already stored in PDFGate.
- Flatten PDF
Converts an interactive PDF (fillable form fields or annotations) into a static, non-editable PDF — either the whole document or only the named form fields. Creates a new flattened document in PDFGate and returns it.
- Generate PDF
Converts HTML content or a public web page URL into a PDF document and returns the stored document record, including a temporary download link.
- Get Document
Retrieve a PDFGate document by its ID.
- Watermark PDF
Adds a text or image watermark to a PDF, supplied either as a file or as the id of a document already stored in PDFGate, and returns the new watermarked document.
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
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Questions
Salesloft and PDFGate, answered
What can start an automation from Salesloft?
Any of Salesloft's 9 triggers in the catalog, including Account Created, Updated or Deleted, Cadence Created, Updated or Deleted, Call Created or Updated and Meeting Created or Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PDFGate when something happens in Salesloft?
Any of PDFGate's 7 actions, including Compress PDF, Extract PDF Form Data, Flatten PDF and Generate PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDFGate to Salesloft?
PDFGate has no triggers in the catalog today, so automations start in Salesloft. If you need the other direction, ask: your agent reads PDFGate's API documentation and adds it.
Do I have to build a connector for Salesloft or PDFGate?
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 Salesloft and PDFGate 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.