Integration
Connect Sure Send to Pdforge
When New Appointment fires in Sure Send, your agent runs Add template in Pdforge. 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 Sure Send and Pdforge 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 Sure Send can start in Pdforge
When New Appointment in Sure Send
then Add template in Pdforge
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 Sure Send and Pdforge
Triggers and actions 11 triggers · 28 actions
- New Appointment
Triggers when a new appointment is created in Sure Send.
- New Call
Triggers when a new call is logged in Sure Send.
- New Company
Triggers when a new company is created in Sure Send.
- New Email
Triggers when an email is sent or received in Sure Send.
- New Lead Assigned
Triggers when a person is assigned to the chosen user in Sure Send.
- New Note
Triggers when a new note is added in Sure Send.
- New Person
Triggers when a new person is created in Sure Send.
- New Task
Triggers when a new task is created in Sure Send.
- Person Stage Updated
Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
- Tag Added to Contact
Triggers once when the chosen tag is added to a person in Sure Send.
- Updated Person
Triggers when a person is created or updated in Sure Send.
- Add Tags to Person
Adds one or more tags to an existing person in Sure Send.
- Create Appointment
Creates an appointment for a person in Sure Send.
- Create Call
Logs a phone call with a person in Sure Send.
- Create Company
Creates a company in Sure Send.
- Create Note
Adds a note to a person in Sure Send.
- Create Person
Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.
- Create Task
Creates a follow-up task for a person in Sure Send.
- Find Company
Finds the first company in Sure Send matching a name, email or phone.
- Find or Create Company
Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
- Find or Create Person
Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
- Find Person
Finds the first person in Sure Send matching an email, phone or name.
- Find Stage
Finds a pipeline stage in Sure Send by its name.
- Find Task
Finds the most recent task for a person in Sure Send.
- Update Company
Updates an existing company in Sure Send; only the fields you supply change.
- Update Person
Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
- Add template
Starts AI creation of a new PDF template from a text prompt (and optional reference file). Creation runs asynchronously and usually takes a couple of minutes; the returned template id can be used to check its status.
- Compress PDF
Compresses a PDF from a public URL to reduce its file size, returning a signed download URL for the compressed file.
- Convert HTML to PDF
Converts HTML into a PDF (or PNG) synchronously and returns a temporary signed URL to the generated file. If rendering takes longer than 30 seconds, the job is queued and a request id and status URL are returned instead.
- Convert Markdown to PDF
Convert Markdown text (headings, lists, tables, code blocks) into a styled PDF document.
- Generate PDF from template
Generates a PDF (or PNG) from one of your PDF Noodle templates and waits for it to finish, returning a temporary download link.
- Get PDF status
Retrieve the status of a single PDF generation request, and its download link once rendering succeeds.
- Get template
Retrieves a template's full details, or its creation status if it is still being created with AI.
- Get template variables
Retrieves the variable schema for a template: every data placeholder (including nested objects and arrays) that can be supplied when generating a PDF from it.
- Get tool status
Retrieve the status of a PDF tool operation (merge, split, compress, markdown to PDF, metadata update) using the request id returned by an async request or a synchronous request that timed out.
- List templates
Lists every template available in your pdf noodle account, with each template's id and display name.
- Merge PDFs
Combine two or more publicly accessible PDF files into a single PDF, merged in the order given. Returns a temporary download link to the merged file, or a request id to check later when the merge runs in the background.
- Split PDF
Split a single PDF into multiple smaller PDFs by page ranges or regular intervals.
- Update PDF metadata
Updates the embedded metadata (title, author, subject, keywords and more) of a PDF at a public URL and returns a link to the updated file. The original PDF content is preserved.
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
More from Sure Send
Sure Send to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sure Send to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Sure Send to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Sure Send to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Sure Send to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Sure Send to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
More into Pdforge
Clockify to PdforgeClockify is a completely free time tracking software for teams.
HubSpot to PdforgeHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to PdforgeSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to PdforgeSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to PdforgeGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PdforgeGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Sure Send and Pdforge, answered
What can start an automation from Sure Send?
Any of Sure Send's 11 triggers in the catalog, including New Appointment, New Call, New Company and New Email. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pdforge when something happens in Sure Send?
Any of Pdforge's 13 actions, including Update PDF metadata, Add template, Compress PDF and Convert HTML to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pdforge to Sure Send?
Pdforge has no triggers in the catalog today, so automations start in Sure Send. If you need the other direction, ask: your agent reads Pdforge's API documentation and adds it.
Do I have to build a connector for Sure Send or Pdforge?
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 Sure Send and Pdforge 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.