Integration
Connect ProcessPlan to PDF Generator API
When Field Updated fires in ProcessPlan, 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 ProcessPlan 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 ProcessPlan can start in PDF Generator API
When Field Updated in ProcessPlan
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 ProcessPlan and PDF Generator API
Triggers and actions 10 triggers · 23 actions
- Field Updated
Triggers when a field value on a running process is changed.
- Process Instance Completed
Triggers when a process is completed.
- Process Instance Started
Triggers when a new process is started.
- Task Assigned
Triggers when a task is assigned to someone.
- Task Canceled
Triggers when a task is canceled.
- Task Completed
Triggers when a task is completed.
- Task Due Date Changed
Triggers when a pending task's due date is set or changed.
- Task Notes Updated
Triggers when the notes on a pending task are updated.
- Task Past Due
Triggers when a pending task becomes past due.
- Task Start Date Changed
Triggers when a pending task's start date is set or changed.
- Cancel a Process
Cancels a running process.
- Cancel a Process Task
Cancels a pending task in a running process.
- Complete a Task
Completes a pending task by submitting one of its responses.
- Find a Process Instance
Finds process instances whose properties match a filter, such as the instance description.
- Start a New Process
Starts a new process from a process template and fills in its starting fields.
- Start a Process Task
Starts a task in a running process out of its normal order. Use with caution.
- Update Process Fields
Saves new values into one or more fields of a running process.
- 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
More from ProcessPlan
ProcessPlan to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ProcessPlan to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ProcessPlan to StripeStripe is a payment processing platform for online businesses.
ProcessPlan to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ProcessPlan to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
ProcessPlan to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into PDF Generator API
Wix to PDF Generator APIThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
PostgreSQL to PDF Generator APIConnect directly to a PostgreSQL database and run SQL statements from your automations.
HubSpot to PDF Generator APIHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PDF Generator APIGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Questions
ProcessPlan and PDF Generator API, answered
What can start an automation from ProcessPlan?
Any of ProcessPlan's 10 triggers in the catalog, including Field Updated, Process Instance Completed, Task Completed and Task Due Date Changed. 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 ProcessPlan?
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 ProcessPlan?
PDF Generator API has no triggers in the catalog today, so automations start in ProcessPlan. 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 ProcessPlan 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 ProcessPlan 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.