18 available actions

What your AI agent can do in PDFMonkey

PDFMonkey is a service that automates the generation of PDF documents from templates, allowing users to create professional PDFs programmatically. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get Current UserTool to retrieve details about the currently authenticated user.
Get DocumentTool to fetch a Document by its ID.
Create DocumentTool to create a Document.
Create Document SyncTool to create a document and wait for generation to finish.
Update DocumentUpdates an existing PDFMonkey document's payload, metadata, template, or status.
Update Document TemplateTool to update a document template’s properties.

Browse all 18 actions by capability

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

Find & reviewLook up and review existing recordsView 10 actionsHide actions

Download Document FileTool to download a generated PDF file via a presigned URL.
Get Current UserTool to retrieve details about the currently authenticated user.
Get DocumentTool to fetch a Document by its ID.
Get DocumentCardTool to fetch a DocumentCard by ID.
Get Template by IDTool to fetch a Document Template by ID.
List DocumentCardsTool to list DocumentCards.
List PDF EnginesLists all available PDF rendering engines in PDFMonkey.
List Template CardsList all document template cards for a workspace.
List WorkspacesTool to list workspaces (applications).
View Public Share LinkTool to download a publicly shared PDF via its permanent share link.

Create & communicateCreate records or send supported messagesView 3 actionsHide actions

Create DocumentTool to create a Document.
Create Document SyncTool to create a document and wait for generation to finish.
Create TemplateCreates a new PDF document template in PDFMonkey.

Update & manageChange and manage existing recordsView 2 actionsHide actions

Update DocumentUpdates an existing PDFMonkey document's payload, metadata, template, or status.
Update Document TemplateTool to update a document template’s properties.

Remove & cancelRemove records or cancel supported workView 2 actionsHide actions

Delete DocumentTool to delete a Document by its ID.
Delete PDFMonkey Document TemplateTool to delete a document template by ID.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Preview TemplateFetches the template preview viewer page from PDFMonkey's preview_url.

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 PDFMonkey

How does the agent connect to PDFMonkey?

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 PDFMonkey?

The page above lists the 18 actions currently available through the PDFMonkey connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is PDFMonkey 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 PDFMonkey 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 PDFMonkey 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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