--- title: "Connect Vitally to PDF Vector - APIANT.ai" description: "When \"Customer Created\" fires in Vitally, your agent runs \"Ask About Invoice\" in PDF Vector." canonical: "https://apiant.ai/connect/vitally-to-pdf-vector" --- # Connect Vitally to PDF Vector When **Customer Created** fires in [Vitally](https://apiant.ai/connections/vitally), your agent runs **Ask About Invoice** in [PDF Vector](https://apiant.ai/connections/pdf-vector). Describe the whole flow and it is built, tested on every scenario and kept running. Vitally **8** triggers Vitally **19** actions PDF Vector **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Vitally and PDF Vector 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 Vitally can start in PDF Vector - When **Customer Created** in Vitally then **Ask About Invoice** in PDF Vector - When **Custom Object Instance Created** in Vitally then **Extract Data From Invoice** in PDF Vector 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 Vitally and PDF Vector ## Triggers and actions 8 triggers · 28 actions - Trigger **Customer Created** Triggers when a new account (customer) is created in Vitally. - Trigger **Custom Object Instance Created** Triggers when a new instance of a custom object is created. - Trigger **Custom Object Instance Updated** Triggers when an instance of a custom object is created or updated. - Trigger **Note Created** Triggers when a new note is created in Vitally. - Trigger **NPS Response Created** Triggers when a new NPS response is recorded in Vitally. - Trigger **Organization Created** Triggers when a new organization is created in Vitally. - Trigger **Project Created** Triggers when a new project is created in Vitally. - Trigger **Task Created** Triggers when a new task is created in Vitally. - Action **Create Account** Creates an account (customer) in Vitally, identified by your own external ID. - Action **Create Note** Creates a note on an account or organization in Vitally. - Action **Create NPS Response** Records an NPS survey response from a user in Vitally. - Action **Create Organization** Creates an organization in Vitally, identified by your own external ID. - Action **Create Project From Template** Creates a project for an account or organization from a project template. - Action **Create Task** Creates a task on an account or organization in Vitally. - Action **Find a Customer** Returns a account by its Vitally ID or external ID. - Action **Find a Custom Object Instance** Finds a custom object instance by ID, external ID, linked account or a custom field value. - Action **Find a Note** Returns a note by its Vitally ID or external ID. - Action **Find a Organization** Returns a organization by its Vitally ID or external ID. - Action **Find a Task** Returns a task by its Vitally ID or external ID. - Action **Find a Teammate** Finds a Vitally team member by email address. - Action **Find a User** Finds a user by email address, external ID or email domain. - Action **Get Account Health Scores** Returns an account's health score and its breakdown. - Action **Update Customer Traits** Updates the name or traits of a account in Vitally; traits are merged with existing ones. - Action **Update Organization Traits** Updates the name or traits of a organization in Vitally; traits are merged with existing ones. - Action **Update Project Status** Changes a project's status in Vitally. - Action **Update Task** Updates a task in Vitally, for example to reassign or complete it. - Action **Update User Traits** Updates the name or traits of a user in Vitally; traits are merged with existing ones. - Action **Ask About Document** Answers a question about the content of a document (PDF, Office, image, text and more) using AI, given a public URL or base64 file content. - Action **Ask About Identity Document** Answers a question about an identity document (passport, driver's license, ID card) supplied by URL or base64 content, using AI. - Action **Ask About Invoice** Answers a question about an invoice document (PDF, image, Word and more) using AI, provided by URL or base64 content. - Action **Extract Data From Document** Extracts structured data from a document (PDF, Word, Excel, image and more) according to your instructions and JSON schema. - Action **Extract Data From Identity Document** Extracts structured data from an identity document (passport, driver's license, ID card) according to a JSON Schema you provide. - Action **Extract Data From Invoice** Extracts structured data from an invoice (PDF, image or office file) into the shape you describe with a JSON Schema. - Action **Parse Document** Parses a document (PDF, Word, Excel, PowerPoint, images and more) and returns its content as markdown. - Action **Parse Identity Document** Parses an identity document (passport, driver's license, ID card) and returns its content as markdown. - Action **Parse Invoice** Parses an invoice (PDF, image or office document) into markdown text. ## Each app on its own - [ **Vitally** Vitally is a customer success platform for high-growth B2B SaaS teams.](https://apiant.ai/connections/vitally) - [ **PDF Vector** PDF Vector is a tool that extracts content from PDF/Word/Image/Excel to Markdown or Structure Data and...](https://apiant.ai/connections/pdf-vector) Reviews ## What our customers say ## More from Vitally - [ **Vitally to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vitally-to-zoom) - [ **Vitally to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vitally-to-webflow) - [ **Vitally 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/vitally-to-wix) - [ **Vitally to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vitally-to-linkedin) - [ **Vitally to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vitally-to-facebook) - [ **Vitally to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vitally-to-anthropic) ## More into PDF Vector - [ **HubSpot to PDF Vector** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdf-vector) - [ **Salesforce to PDF Vector** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdf-vector) - [ **Slack to PDF Vector** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdf-vector) - [ **Google Sheets to PDF Vector** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pdf-vector) - [ **Gmail to PDF Vector** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdf-vector) - [ **Google Calendar to PDF Vector** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdf-vector) Questions ## Vitally and PDF Vector, answered ### ### What can start an automation from Vitally? Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PDF Vector when something happens in Vitally? Any of PDF Vector's 9 actions, including Ask About Document, Ask About Identity Document, Ask About Invoice and Extract Data From Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PDF Vector to Vitally? PDF Vector has no triggers in the catalog today, so automations start in Vitally. If you need the other direction, ask: your agent reads PDF Vector's API documentation and adds it. ### ### Do I have to build a connector for Vitally or PDF Vector? 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 Vitally and PDF Vector 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.