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SimplePDF integration

PDF editing and generation tool. Use SimplePDF from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withNew Submission
  2. ZoftAgent or workflow decides what happens next
Illustrative flow built from SimplePDF’s real triggers and actions.

Zoft + SimplePDF

What Zoft can do with SimplePDF.

  • 01Voice agentsA phone agent can use SimplePDF actions during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update SimplePDF while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Submission” happens in SimplePDF, or use SimplePDF as any step on the canvas.
  • 04AI employeesAn AI employee can find and use SimplePDF actions on its own, and ask for your approval before it sends or changes anything important.

Triggers 1

Events in SimplePDF that can start a workflow.

  • New SubmissionTriggers when a form receives a new submission

Setup

Connect SimplePDF in three steps.

  1. 01ConnectSimplePDF is built in. There is nothing to connect, so you can use it in a workflow straight away.
  2. 02Put it to workAdd SimplePDF as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
See all in Content and files

FAQ

SimplePDF on Zoft, answered.

What can Zoft do with SimplePDF?

Zoft supports 1 trigger for SimplePDF. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect SimplePDF to Zoft?

SimplePDF is built in. There is nothing to connect, so you can use it in a workflow straight away.

Can a voice agent or chat agent use SimplePDF?

Yes. Once SimplePDF is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in SimplePDF without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put SimplePDF to work in your operation.