Integration
Connect Salesmate to PDF Export
When New De-Activated User fires in Salesmate, your agent runs Convert HTML to PDF in PDF Export. 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 Salesmate and PDF Export to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Salesmate can start in PDF Export
When New De-Activated User in Salesmate
then Convert HTML to PDF in PDF Export
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 Export
Triggers and actions 2 triggers · 13 actions
- New De-Activated User
Triggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- 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.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
- Convert HTML to PDF
Create PDF invoices, reports, certificates, receipts, contracts, and other business documents from a web page URL or HTML template. Use data from previous Zap steps, then customize layout, page setup, headers, footers, watermarks, security, and advanced rendering options.
- Export Shopify Data to PDF
Create branded Shopify invoices, receipts, quotes, refunds, cancellations, and order summaries as PDF files from Shopify order data. Use the generated PDF in later steps, such as email, cloud storage, or customer support.
- Raw Request Data to PDF
Save webhook, form, API, JSON, XML, URL-encoded, or plain text data as a readable PDF. Useful for archiving submissions, keeping records of incoming requests, reviewing automation data, or troubleshooting Zaps.
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
Salesmate and PDF Export, 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 Export when something happens in Salesmate?
Any of PDF Export's 3 actions, including Convert HTML to PDF, Export Shopify Data to PDF and Raw Request Data to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDF Export to Salesmate?
PDF Export has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads PDF Export's API documentation and adds it.
Do I have to build a connector for Salesmate or PDF Export?
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.