10 available actions

What your AI agent can do in CloudPDF

CloudPDF provides APIs for creating, uploading, managing, and securely sharing PDF documents and webhooks. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get AccountReturn the connected CloudPDF organization's plan, allowances, and current upload, view, and storage usage.
Get DocumentRetrieve one CloudPDF document by ID, including metadata, default permissions, and current file processing status.
Create WebhookCreate a CloudPDF webhook subscription for selected document, collection, tracker, lead, or file-processing events.
Update DocumentUpdate selected metadata or default-permission fields on a known CloudPDF document without requiring unchanged values to be resent.
Update WebhookUpdate selected fields of a CloudPDF webhook subscription without requiring unchanged values to be resent.
Delete DocumentPermanently delete one known CloudPDF document by UUID.

Browse all 10 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 5 actionsHide actions

Get AccountReturn the connected CloudPDF organization's plan, allowances, and current upload, view, and storage usage.
Get DocumentRetrieve one CloudPDF document by ID, including metadata, default permissions, and current file processing status.
Get Document FileRetrieve one known CloudPDF file version and its processing status.
Get WebhookRetrieve one CloudPDF webhook subscription by its ID.
List WebhooksReturn all webhook subscriptions configured for the connected CloudPDF organization.

Create & communicateCreate records or send supported messagesView 1 actionHide actions

Create WebhookCreate a CloudPDF webhook subscription for selected document, collection, tracker, lead, or file-processing events.

Update & manageChange and manage existing recordsView 2 actionsHide actions

Update DocumentUpdate selected metadata or default-permission fields on a known CloudPDF document without requiring unchanged values to be resent.
Update WebhookUpdate selected fields of a CloudPDF webhook subscription without requiring unchanged values to be resent.

Remove & cancelRemove records or cancel supported workView 2 actionsHide actions

Delete DocumentPermanently delete one known CloudPDF document by UUID.
Delete WebhookDelete one CloudPDF webhook subscription by its decimal ID.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect CloudPDF

How does the agent connect to CloudPDF?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in CloudPDF?

The page above lists the 10 actions currently available through the CloudPDF connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is CloudPDF included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until CloudPDF is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put CloudPDF to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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