--- title: "Connect Salesmate to PDF.co - APIANT.ai" description: "When \"New De-Activated User\" fires in Salesmate, your agent runs \"AI Invoice Parser\" in PDF.co." canonical: "https://apiant.ai/connect/salesmate-to-pdf-co" --- # Connect Salesmate to PDF.co When **New De-Activated User** fires in [Salesmate](https://apiant.ai/connections/salesmate), your agent runs **AI Invoice Parser** in [PDF.co](https://apiant.ai/connections/pdf-co). Describe the whole flow and it is built, tested on every scenario and kept running. Salesmate **2** triggers Salesmate **10** actions PDF.co **28** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesmate and PDF.co 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 Salesmate can start in PDF.co - When **New De-Activated User** in Salesmate then **AI Invoice Parser** in PDF.co - When **New User** in Salesmate 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 Salesmate and PDF.co ## Triggers and actions 2 triggers · 38 actions - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. - Action **Add Barcode to PDF** Draws 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 PDF** Add a fillable form field (text field or checkbox) to a PDF at a specified position. - Action **Add Image to PDF** Add an image, logo, or signature to a PDF at a specified position. - Action **Add Text to PDF** Add Text to PDF - Action **Advanced Barcode Reader** Decode barcodes from images or PDF documents swiftly and accurately. - Action **AI Invoice Parser** Transform 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 Converter** Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF. - Action **Barcode Generator** Generate a variety of barcodes, e.g. QRCode. - Action **Compress and Optimize PDF** Significantly reduce PDF file size by compressing and optimizing images and objects within the document. - Action **Convert Scanned PDF to Searchable PDF** Converts a scanned PDF or image file into a text-searchable PDF. - Action **Custom API Call** Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users. - Action **Document Classifier** Analyze 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 Parser** Extract 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 Information** Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information. - Action **HTML to PDF Converter** Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache). - Action **PDF Filler** Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates. - Action **PDF Find Table** This 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 Merger** Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more. - Action **PDF Page Tools** Tools to rotate and delete pages from your PDF files effectively. - Action **PDF Security** Add/Remove Password and Security Features to/from PDF file - Action **PDF to Anything Converter** Convert PDF to JPG, PNG, CSV, XML, JSON and other formats - Action **Search and Delete Found Text in PDF** Identify and remove specified text from a PDF document using text search or fixed-position coordinates - Action **Search and Replace Text in PDF** Locate and replace specified text within a PDF document - Action **Search and Replace With Image in PDF** Search text inside PDF and replace with Image - Action **Search in PDF** Allows you to search for specific text within PDF documents or scanned images. - Action **Split PDF Based on Barcode Search** This operation segments a PDF document based on barcode search, creating new PDF files for each segment. - Action **Split PDF Based on Text Search** This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment. - Action **Split PDF Into Multiple Files** This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges. ## Each app on its own - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) - [ **PDF.co** PDF.co is a set of tools for PDF file and data extraction.](https://apiant.ai/connections/pdf-co) Reviews ## What our customers say ## More from Salesmate - [ **Salesmate to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/salesmate-to-gohighlevel) - [ **Salesmate to Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connect/salesmate-to-persona) - [ **Salesmate to Vincario** Vincario is a global VIN Decoder and Vehicle Evaluation company that uses AI/ML smart algorithms and data to...](https://apiant.ai/connect/salesmate-to-vincario) - [ **Salesmate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmate-to-slack) - [ **Salesmate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmate-to-stripe) - [ **Salesmate to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmate-to-shopify) ## More into PDF.co - [ **Facebook Lead Ads to PDF.co** Facebook lead ads make signing up for business information easy for people and more valuable for businesses.](https://apiant.ai/connect/facebook-lead-ads-to-pdf-co) - [ **HubSpot to PDF.co** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdf-co) - [ **Salesforce to PDF.co** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdf-co) - [ **Slack to PDF.co** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdf-co) - [ **Google Sheets to PDF.co** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pdf-co) - [ **Gmail to PDF.co** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdf-co) Questions ## Salesmate and PDF.co, answered ### ### What can start an automation from Salesmate? Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. 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 Salesmate? 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 Salesmate? PDF.co has no triggers in the catalog today, so automations start in Salesmate. 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 Salesmate 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 Salesmate 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.