8 available actions

What your AI agent can do in PDFgen

PDFgen creates PDFs from reusable templates, HTML, Markdown, or natural-language prompts and manages account templates and usage logs. 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 PDFgen account, organization, plan, and current credit usage.
Get TemplateGet one saved PDFgen template, including its complete HTML content.
Create TemplateCreate a reusable HTML template for later PDF generation.
Generate PDFGenerate a PDF from exactly one saved template, HTML document, Markdown document, or AI prompt and return a temporary download URL.
Update TemplatePartially update a saved template's name, HTML content, or rendering engine without replacing omitted fields.
Delete TemplatePermanently delete one saved template owned by the connected account.

Browse all 8 actions by capability

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

Find & reviewLook up and review existing recordsView 4 actionsHide actions

Get AccountReturn the connected PDFgen account, organization, plan, and current credit usage.
Get TemplateGet one saved PDFgen template, including its complete HTML content.
List TemplatesList saved PDF templates owned by the connected account and return one page with a continuation cursor.
List Usage LogsList recent PDFgen API calls for auditing, billing inspection, and generation troubleshooting.

Create & communicateCreate records or send supported messagesView 2 actionsHide actions

Create TemplateCreate a reusable HTML template for later PDF generation.
Generate PDFGenerate a PDF from exactly one saved template, HTML document, Markdown document, or AI prompt and return a temporary download URL.

Update & manageChange and manage existing recordsView 1 actionHide actions

Update TemplatePartially update a saved template's name, HTML content, or rendering engine without replacing omitted fields.

Remove & cancelRemove records or cancel supported workView 1 actionHide actions

Delete TemplatePermanently delete one saved template owned by the connected account.

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 PDFgen

How does the agent connect to PDFgen?

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 PDFgen?

The page above lists the 8 actions currently available through the PDFgen connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is PDFgen 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 PDFgen 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 PDFgen 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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