--- title: "Connect Syncro to PDFGate - APIANT.ai" description: "When \"New Customer\" fires in Syncro, your agent runs \"Get Document\" in PDFGate." canonical: "https://apiant.ai/connect/syncro-to-pdfgate" --- # Connect Syncro to PDFGate When **New Customer** fires in [Syncro](https://apiant.ai/connections/syncro), your agent runs **Get Document** in [PDFGate](https://apiant.ai/connections/pdfgate). Describe the whole flow and it is built, tested on every scenario and kept running. Syncro **4** triggers Syncro **11** actions PDFGate **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Syncro and PDFGate 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 Syncro can start in PDFGate - When **New Customer** in Syncro then **Get Document** in PDFGate - When **New Invoice** in Syncro then **Delete 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 Syncro and PDFGate ## Triggers and actions 4 triggers · 18 actions - Trigger **New Customer** Triggers when a new customer is created in Syncro. - Trigger **New Invoice** Triggers when a new invoice is created in Syncro. - Trigger **New RMM Alert** Triggers when a new RMM alert is raised on a monitored asset in Syncro. - Trigger **Ticket Status Changed** Triggers when a Syncro ticket moves to a different status. - Action **Create Appointment** Creates an appointment in Syncro, optionally linked to a customer, ticket and technicians. - Action **Create Contact** Creates a contact under an existing Syncro customer. - Action **Create Customer** Creates a new customer in Syncro with contact details, address, and notification preferences. - Action **Create Estimate** Creates an estimate for a customer in Syncro, optionally with line items. - Action **Create Lead** Creates a new lead in Syncro with the contact details and optional ticket information you provide. - Action **Create Ticket** Creates a ticket for a customer in Syncro. - Action **Create Ticket Timer Entry** Logs a time entry against a Syncro ticket, recording when work started and ended (or how long it took) and any notes. - Action **Find Customer** Finds customers by search text, email, name, business name or ID and returns the matching customers. - Action **Update Contact** Updates an existing contact in Syncro, changing its name, address, email, phone and other details. - Action **Update Customer** Updates an existing customer in Syncro. Only the fields you fill in are changed. - Action **Update Ticket** Updates an existing Syncro ticket's subject, status, assignment, dates and other details. Only the fields you fill in are changed. - Action **Compress PDF** Reduces the file size of a PDF without changing its visual appearance, optionally linearizing it for Fast Web View. - Action **Delete Document** Deletes a document from PDFGate by its ID. - Action **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. - Action **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. - Action **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. - Action **Get Document** Retrieve a PDFGate document by its ID. - Action **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. ## Each app on its own - [ **Syncro** Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing...](https://apiant.ai/connections/syncro) - [ **PDFGate** PDFGate is a fast, developer-friendly HTML-to-PDF API with support for forms, custom styling, and full...](https://apiant.ai/connections/pdfgate) Reviews ## What our customers say ## More from Syncro - [ **Syncro to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/syncro-to-trello) - [ **Syncro to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/syncro-to-zoom) - [ **Syncro to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/syncro-to-twilio) - [ **Syncro to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/syncro-to-typeform) - [ **Syncro to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/syncro-to-webflow) - [ **Syncro to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/syncro-to-wix) ## More into PDFGate - [ **HubSpot to PDFGate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdfgate) - [ **Salesforce to PDFGate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdfgate) - [ **Slack to PDFGate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdfgate) - [ **Google Sheets to PDFGate** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pdfgate) - [ **Gmail to PDFGate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdfgate) - [ **Google Calendar to PDFGate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdfgate) Questions ## Syncro and PDFGate, answered ### ### What can start an automation from Syncro? Any of Syncro's 4 triggers in the catalog, including New Customer, New Invoice, New RMM Alert and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PDFGate when something happens in Syncro? 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 Syncro? PDFGate has no triggers in the catalog today, so automations start in Syncro. 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 Syncro 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 Syncro 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.