Integration
Connect SalesScreen to PDF Generator API
When New Activity Type fires in SalesScreen, your agent runs Generate document in PDF Generator API. 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 SalesScreen and PDF Generator API 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 SalesScreen can start in PDF Generator API
When New Activity Type in SalesScreen
then Generate document in PDF Generator API
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 SalesScreen and PDF Generator API
Triggers and actions 1 trigger ยท 20 actions
- New Activity Type
Starts when a new activity type appears in your SalesScreen account (checks on a schedule). Returns the type's name, active flag, system mappings and input fields.
- Add User
Adds a user to SalesScreen, optionally placing them on a team.
- Disable User
Disables the SalesScreen user with the given email address.
- List Activity Types
Lists the activity types in your SalesScreen account, with each type's name, whether it is active, its system mappings and its input fields.
- List Users
Lists the users in your SalesScreen account, each with their email and the user IDs mapped to them.
- Add form
Create a new form.
- Add template
Creates a new template in the workspace of the connected account. Leave the layout and pages blank to create an empty template you can design later in the editor.
- Add workspace
Creates a regular workspace with the identifier you supply.
- Convert HTML to PDF
Converts HTML content to a PDF document and returns it base64-encoded.
- Convert URL to PDF
Convert a web page URL to a PDF.
- Delete document
Delete a stored document from PDF Generator API's Document Storage.
- Delete template
Deletes a template from the workspace.
- Generate document
Merges a template with your data and returns the generated document as base64 content or a temporary public URL.
- Generate QR code
Generate a QR code image asset.
- Get document
Returns a document stored in Document Storage: its public URL and file details.
- Get template
Returns the configuration of a template: name, tags, draft status, layout, pages and components, data settings and editor preferences.
- List documents
Lists documents generated and stored in PDF Generator API (only documents generated with the URL/storage output option). Optionally filter by template and date range.
- List forms
Returns the forms available for the organization.
- List templates
Retrieve all templates in the workspace.
- List workspaces
Returns the workspaces in your PDF Generator API organization.
- Update template
Replaces a template's configuration. Layout and pages are replaced as a whole, not merged.
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
SalesScreen and PDF Generator API, answered
What can start an automation from SalesScreen?
Any of SalesScreen's 1 trigger in the catalog, including New Activity Type. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PDF Generator API when something happens in SalesScreen?
Any of PDF Generator API's 16 actions, including Update template, Add form, Add template and Add workspace. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDF Generator API to SalesScreen?
PDF Generator API has no triggers in the catalog today, so automations start in SalesScreen. If you need the other direction, ask: your agent reads PDF Generator API's API documentation and adds it.
Do I have to build a connector for SalesScreen or PDF Generator API?
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 SalesScreen and PDF Generator API 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.