Documents &amp; Forms integrations for AI agents

ActiveMerge fills document templates with your data and returns a finished PDF, Word, or EPUB file. Agents generate contracts and letters from records, merge several files into one, render images from templates, and send the result straight out for signature.

23 actions

Adobe Acrobat Sign

Send documents for e-signature with Adobe Acrobat Sign. Agents upload files, send and track agreements, chase signers with reminders, pull completed form data, and download signed PDFs and audit trails.

21 actions

APITemplate.io

Generate PDFs and images from reusable templates or raw HTML with APITemplate.io, returning hosted download URLs. Agents render invoices, receipts, certificates, and marketing assets from record data as a step in a workflow.

7 actions

Autentique

Autentique is a Brazilian electronic signature platform that reaches signers by email, SMS, or WhatsApp. Agents upload a PDF, name who signs and how they prove identity, organize documents into folders, and track every signature to completion.

27 actions

BoloForms

BoloForms, through its BoloSign product, sends templates out for signature and collects the responses. Agents fill a template's placeholders from a record, send it to the right signers with roles assigned, and read back who has responded.

Canva

Automate Canva design workflows end to end. Agents create and list designs, export finished work to PDF, PNG, or PPTX with variants that wait for completion, upload assets to the media library, organize folders, and autofill brand templates with structured data.

26 actions

Carbone

Generate documents from templates with Carbone. Agents upload DOCX, XLSX, or HTML templates tagged with placeholders, merge JSON data into them, convert the result to PDF and other formats, and save finished files to FlowRunner file storage.

6 actions

Certifier

Connect AI agents to Certifier, a digital certificate and badge platform. Agents create credentials from templates, issue and send them to recipients, and revoke them when needed so credential delivery follows course completions automatically.

Click and Sign

Click&Sign is the electronic signature product of Lleida.net, a Spanish certified-communications provider. Agents start signature processes under a stored configuration, attach documents and signers, run bulk sends, and download the signed evidence.

19 actions

Clicksign

Clicksign is a Brazilian electronic signature platform built around the envelope. Agents assemble documents, signers, and identity requirements in a draft, activate it to send everything at once, and manage templates, folders, and webhook subscriptions.

41 actions

Contractbook

Manage contract lifecycle in Contractbook, covering documents, templates, spaces and automations. Agents draft from templates and move contracts through their stages, and stop for a person before anything is sent for signature.

16 actions

DigiSign

DigiSign is a Czech electronic signature platform with qualified signatures, Bank iD, and SMS authentication. Agents build envelopes from documents and recipients, check they are sendable, send them in one step, and react to envelope events as they happen.

1 trigger 28 actions

Doc Crafter

Doc Crafter is a stateless document toolbox. Agents turn web pages and spreadsheets into PDFs, read text out of PDFs and photos, generate and decode QR codes and barcodes, and merge or split PDF files in single calls.

DocuGenerate

Connect AI agents to DocuGenerate, which merges structured data into Word and OpenDocument templates to produce finished documents. Agents manage templates, generate Word or PDF output from JSON or spreadsheet data, and download the results so paperwork gets produced and filed automatically.

12 actions

Documentero

Documentero fills Word and Excel templates with your data and returns a finished DOCX or PDF. Agents generate contracts, quotes, and certificates from records and file the result straight into storage.

2 actions

DocuSeal

Run document e-signing on DocuSeal. Agents create reusable templates from PDF or HTML, send documents out for signature, pre-fill submitter fields, and track every submitter's progress on DocuSeal Cloud or your self-hosted instance.

DocuSign

Automate the complete document signing lifecycle. Agents send envelopes from templates, track signing status, handle declines, and trigger downstream workflows the moment a document is fully executed.

4 triggers 9 actions

Dropbox Sign

Send documents for legally binding e-signature with Dropbox Sign. Agents kick off signature requests from file URLs or reusable templates, track signing progress, remind slow signers, cancel in-flight requests, and retrieve the fully signed PDF.

10 actions

Eledo

Eledo renders a designed template plus your data into a PDF. Agents generate invoices, contracts, and certificates on demand and either receive the file or hand out a download link.

6 actions

eSignatures.com

eSignatures.com turns a Markdown template into a contract, fills its placeholders, and collects signatures in a single call. Agents create and send contracts, save drafts for human approval, manage signers and templates, and embed signing in your own product.

25 actions

Feishu Docs

Feishu Docs is the block-based document editor in Feishu, ByteDance's workplace suite. Agents create documents, read them as plain text or blocks, write generated reports with headings and lists intact, and convert Markdown or HTML into native Feishu documents.

FillFaster

FillFaster turns a PDF into a fillable, signable web form. Agents create prefilled links per recipient, track what happens to them, fetch the signed PDF, fill a PDF outright with no signing step, and react to form events.

1 trigger 13 actions

Formify

Formify is a Swedish electronic signature and digital contract platform. Agents upload or merge PDFs, send them for signature with digital ink, BankID or ID verification, pre-fill and harvest form field values, chase unsigned parties, revoke documents, download the sealed PDF, and react to every document event.

1 trigger 35 actions

Formstack Documents

Formstack Documents, formerly WebMerge, generates PDF, Word, Excel, and PowerPoint files from templates and delivers them where the template says. Agents merge data into documents, fan one payload across a bundle with data routes, and combine, convert, encrypt, or split files.

26 actions

ForSign

ForSign is a Brazilian electronic signature platform. Agents upload a PDF, create a signing operation with members and signing order, request identity documents or a selfie before signature, collect form answers, and download the signed files.

16 actions

Gamma

Let AI agents turn a prompt or source content into polished Gamma decks, documents, webpages, and social posts. Agents create generations, poll them to completion, and return a shareable Gamma link plus optional PPTX, PDF, or PNG exports.

GetAccept

Connect AI agents to GetAccept, the digital sales room and e-signature platform. Agents create documents from files or templates, attach recipients, send them for signing, track status through the deal lifecycle, and keep contacts in sync with your CRM.

Google Docs

Create, read, edit, export, and generate Google Docs documents from templates through the Google Docs and Drive APIs. Agents fill placeholder tokens with workflow data to produce contracts, invoices, and reports, then export to PDF.

Google Slides

Create and manage Google Slides presentations, fill slides, run template-based deck generation, and export to PDF, PPTX, or thumbnail images through the Google Slides and Drive APIs. Agents generate customer-ready decks from workflow data.

12 actions

HTML 2 PDF

Convert web pages and raw HTML into PDF documents with html2pdf.app, rendered in headless Chromium with full modern CSS support. Agents produce invoices, statements, and reports that look the way the browser shows them.

IssueBadge

Connect AI agents to IssueBadge, the digital badge and certificate platform. Agents create badge templates and issue badges with public verification URLs so recipients get credentials the moment they earn them.

Lark Docs

Lark Docs is the block-based document editor in Lark, ByteDance's workplace suite. Agents create documents, read them as plain text or blocks, write generated reports with headings and lists intact, and convert Markdown or HTML into native Lark documents.

Legito

Connect AI agents to Legito, a no-code document automation and contract lifecycle platform. Agents generate documents from templates, manage records through their lifecycle, control sharing, and react to workspace events.

1 trigger 64 actions

Lumin

Lumin is a New Zealand document workflow platform combining PDF editing, Lumin Sign eSignatures, and AgreementGen template generation. Agents send documents for signature in order, chase signers, require verified identity, render templates into PDFs, and file documents into a workspace.

19 actions

MemoMeister

Connect AI agents to MemoMeister, a construction and trades documentation platform from Freiraum GmbH. Agents file field memos into project folders, label them, control folder permissions, and search across active memos with autocomplete.

54 actions

Nusii

Nusii is proposal software for agencies and freelancers. Agents raise proposals from CRM deals using templates, create clients, build sections and priced line items, follow the activity trail, and react when a client views or accepts.

1 trigger 30 actions

OkaySend

OkaySend collects documents from clients through a checklist delivered as a secure portal, then chases them until every item is in. Agents send onboarding requests the moment a deal closes, hold them as drafts for review, track progress, and manage the client records behind them.

PandaDoc

Connect AI agents to PandaDoc. Agents generate documents from templates or uploaded files, send them for eSignature, create embedded signing links, download completed PDFs, and manage templates, contacts, folders, and webhook subscriptions.

27 actions

PDF Export by PDFCrowd

Convert documents between formats with the PDFCrowd HTTP API, rendering web pages and HTML into PDFs or images and extracting text from existing files. Agents generate and read documents in the same connector.

PDF Generator API

Generate transactional PDF and HTML documents by merging JSON data into browser-editable templates with PDF Generator API, covering the full template lifecycle. Agents produce per-record documents that non-developers can restyle.

32 actions

PDF Munk

Convert HTML, CSS, and live web pages into pixel-accurate PDFs and images with PDF Munk, plus a full set of PDF utilities. Agents produce finished documents without maintaining a headless browser.

pdf noodle (pdforge)

Generate pixel-perfect PDFs from reusable pdforge templates or raw HTML, and post-process existing documents. Agents merge record data into Handlebars variables and produce a finished file.

18 actions

PDF Snake

Impose PDF, JPEG, and PNG documents for print production with the PDF Snake Web API, driven by a steps document you design visually. Agents prepare print-ready files without a prepress operator in the loop.

1 trigger 2 actions

PDF-app.net

Use PDF-app.net for document automation covering PDF generation, conversion between PDF, Word, HTML, and image formats, and document security. Agents produce and protect finished documents inside a workflow.

PDF4me

Run document automation on the PDF4me v2 REST API, converting, merging, splitting, compressing, securing, watermarking, and OCRing PDF and Office files. Agents handle whatever shape a document arrives in.

37 actions

pdfFiller

pdfFiller, from airSlate, turns a PDF into something people can complete and sign online. Agents publish fillable links, read submissions back as data, send signature requests, pull the signed copy with its certificate, and organize documents into folders.

49 actions

Pdfless

Generate PDF documents from HTML and CSS templates designed in Pdfless, merging JSON data into template variables with optional password encryption. Agents produce per-record documents that stay on brand.

5 actions

PDFMonkey

Generate polished PDFs from reusable PDFMonkey templates by sending a JSON payload and tracking the asynchronous render. Agents produce invoices, contracts, and reports without a design pass per document.

Peedief

Turn HTML or a saved dashboard template into a finished PDF through Peedief's managed rendering service. Agents produce documents without operating a Chromium instance inside the flow.

2 actions

Plumsail Documents

Generate finished documents with Plumsail Documents. Agents merge CRM or spreadsheet data into a prebuilt Process template to produce DOCX or PDF output, running synchronously for fast templates or start-then-fetch for long jobs.

Qwilr

Automate proposals and quotes in Qwilr. Agents create branded pages from templates with merge-field substitutions, publish and update page settings, and read acceptance and analytics data to trigger downstream steps when a buyer views or accepts.

6 actions

Scrive

Run the full e-signature lifecycle in Scrive. Agents create documents from PDFs or reusable templates, start the signing process, remind signatories who have not signed, cancel or trash documents, and download the signed PDF with its audit trail.

Signable

Signable is a UK electronic signature service. Agents send envelopes built from one or more templates, chase and track signers, add copy recipients, maintain the contact book and users, register webhooks, and manage partner sub accounts.

36 actions

Signaturit

Signaturit is a Spanish electronic signature and certified delivery provider. Agents send a document for signature in a single call by email, SMS, or signing URL, require ID scans or SMS validation, download the evidence, manage templates and branding, and react to signature events.

1 trigger 27 actions

Signi

Signi is a Czech electronic signature platform built around the contract. Agents upload a PDF with who signs, in what capacity and order, place signatures by coordinates or anchor text, hold drafts for a person to release, and read the audit trail.

18 actions

SignNow

Automate e-signature workflows with SignNow. Agents upload documents, auto-detect signature fields, send role-based or free-form signing invites, download the flattened signed PDF, and create documents from reusable templates.

Signority

Signority is a Canadian electronic signature platform, now part of FileCloud. Agents build documents as envelopes with roles for signers, viewers, and reviewers, hold them as drafts for release, send from templates, and organize them into folders.

20 actions

SlideSpeak

Generate, edit, translate, and narrate PowerPoint decks with the SlideSpeak API. Agents turn source material into a presentation and localize it without a design pass per market.

19 actions

Storydoc

Storydoc makes interactive decks, proposals, and one-pagers that live at a URL. Agents create a personalized version of a story template per recipient, generate a first-draft deck from a prompt, and pull engagement analytics back out.

7 actions

TemplateDocs

TemplateDocs generates documents from Microsoft Word templates. Agents fill a DOCX template with data, receive a Word file or PDF, email it to the recipient in the same step, and version templates by uploading new files.

8 actions

Trados

Connect AI agents to RWS Trados Cloud, the platform behind Trados Enterprise and Trados Team. Agents create localization projects, upload source files, run analysis and quotes, assign tasks, and query translation memories and termbases.

74 actions

TurboDocx

Automate document generation and e-signature with TurboDocx. FlowRunner agents generate documents from templates, route signing and review, download signed files, and track audit trails.

17 actions

Xodo Sign

Xodo Sign, formerly eversign, is Apryse's electronic signature platform. Agents send documents for signature, reuse templates, drive bulk sends from a CSV, download completed PDFs, and read the audit trail behind every document.

24 actions

ZapSign

ZapSign is a Brazilian electronic signature platform used across Latin America. Agents send documents for signature from a file, a Word template, or Markdown, set signing order, manage signers and templates, read the activity log, and register webhooks.

29 actions

Zoho Sign

Automate e-signature workflows in Zoho Sign. Agents send documents for signing, launch requests from reusable templates, remind stalled signers, recall documents sent in error, and download the completed signed PDF into FlowRunner storage.

10 actions

Zoho Writer

Zoho Writer is the word processor of the Zoho suite, and its API centers on mail merge. Agents merge a template with records to produce documents one by one or in batch, store them in WorkDrive, send them for signature through Zoho Sign, or generate fill-in links.

Document Processing

Airparser

Extract structured data from emails, PDFs, scans, and spreadsheets using Airparser's large language model parsers. Agents send a document to an inbox, receive typed fields back, and act on parsed results as soon as they land.

1 trigger 10 actions

Aspose Cloud

Convert Word documents, PDFs, spreadsheets, and presentations between formats and merge Word files through the Aspose Cloud document APIs. Agents drop format conversion into any flow, turning inbound DOCX into PDF or XLSX into CSV without a desktop app.

5 actions

Base64.ai

Extract structured data from documents with Base64.ai. Agents scan IDs, invoices, receipts, and forms into labeled fields with confidence scores, detect and match faces and signatures for identity verification, and redact sensitive fields before storage.

Bitskout

Extract data from documents and text with Bitskout, using your own configured plugins or prebuilt extractors for invoices, purchase orders, and bills. Agents turn inbound paperwork into typed fields ready for an accounting system.

Cambrion

Run a pipeline over media or text with Cambrion, the German AI document data platform, to produce a structured observation. Agents describe the extraction they want in plain English and receive typed results back.

30 actions

ChatPDF

Ask questions about PDF documents and get answers grounded in their contents, with optional page-level citations. Agents add a PDF once and query it as many times as the workflow needs.

CloudConvert

Convert files between 200+ formats through CloudConvert. Agents convert documents, merge files to PDF, capture websites, optimize and archive files, extract metadata, and manage multi-step conversion jobs end to end.

15 actions

ComPDF AI

ComPDF AI is the document-understanding side of ComPDF's Cloud API. Agents extract named values and table columns from invoices and forms, run OCR over scans, detect tables and stamps, and straighten photographed pages before filing them.

ComPDFKit PDF Converter

ComPDFKit PDF Converter turns PDFs into Word, Excel, PowerPoint, HTML, CSV, JSON, Markdown, or images and converts those formats back. Agents make scans searchable with OCR, pull PDF data into structured output, and hand editable files to the people who need them.

ComPDFKit PDF Editor

ComPDFKit PDF Editor edits PDFs through the ComPDF Cloud API without opening a file. Agents merge, split, rotate, compress, and watermark documents, add or remove pages, compare two versions, and convert to PDF/A for archiving.

15 actions

ConvertAPI

Convert files between hundreds of format pairs with ConvertAPI. Agents turn documents into PDF and Office formats, render live web pages to PDF, and check remaining conversion quota before large batches.

Docparser

Extract structured fields from PDFs with Docparser. Agents upload documents to a parser by URL, poll processing status, and retrieve parsed invoice, receipt, and purchase order data as JSON to route into accounting or CRM systems.

7 actions

DocuPanda

DocuPanda turns documents into structured data. Agents parse files, classify them, extract fields against a JSON schema you define, route results to a human reviewer when needed, and react when a job finishes.

1 trigger 41 actions

iLovePDF

Process PDFs end to end with iLovePDF. Agents compress, merge, and split documents, convert Office files to PDF, turn pages into JPGs, password-protect or unlock files, and stamp watermarks, with every result stored as a FlowRunner file URL.

8 actions

Klippa

Turn receipts and invoices into structured data with Klippa OCR. Agents extract totals, VAT lines, merchant names, and line items, classify documents by type before routing, and anonymize sensitive fields ahead of sharing or archiving.

Klippa DocHorizon

Klippa DocHorizon, now presented as Doxis AI.dp, extracts structured data from invoices, receipts, identity documents, and bank statements. Agents capture documents with pretrained or custom models, prompt for their own fields, manipulate files, and route results to a human reviewer before release.

27 actions

Koncile

Turn invoices, delivery notes, and other documents into structured data with Koncile, an AI OCR platform. Define folders, templates, and fields once, and agents extract typed data from every document that follows.

1 trigger 26 actions

Mailparser

Consume the structured data Mailparser extracts from inbound emails. Agents list mailboxes and their inbound addresses, retrieve parsed results over a date range, and look up individual parsed emails to route extracted fields downstream.

5 actions

Nanonets

Extract structured data from invoices, receipts, and other documents with trained Nanonets OCR models. Agents run synchronous or asynchronous extraction on files and URLs, poll prediction results, and upload labeled training data to improve custom OCR and classification models.

natif.ai

Submit documents to natif.ai workflows for invoice extraction, receipt extraction, and OCR on the German intelligent document processing platform. Agents turn inbound paperwork into typed fields ready for approval.

Parseur

Turn unstructured documents into structured agent inputs. Parseur extracts data from invoices, emails, and PDFs. Two trigger modes let agents act instantly or poll on a schedule.

1 trigger 4 actions

Parsio

Import PDFs, scanned documents, and emails into Parsio, an AI-powered parser, and pull structured fields back. Agents turn inbound paperwork into typed data the moment it arrives.

1 trigger 11 actions

PDF Vector

Parse documents, answer questions about them, and extract structured data with PDF Vector, converting PDFs, Office files, and images into clean Markdown. Agents read a document and act on what it says.

20 actions

PDF.co

Give agents full PDF processing power. Convert, merge, split, extract, classify, compress, secure, and parse invoices with AI. 17 actions for every document operation agents need.

17 actions

Rossum

Connect AI agents to Rossum intelligent document processing. Agents upload documents, wait for extraction, confirm or reject annotations, export queues, and manage schemas, workspaces, and hooks across 41 actions.

41 actions

Smartcat

Automate localization through Smartcat's Integration API. Agents create and cancel translation projects, track document status across workflow stages, and pull word-count statistics to estimate translation volume and cost.

8 actions

Taggun

Read receipts and invoices with Taggun OCR and get back structured totals, tax, dates, merchant details, and line items, each with a confidence score. Agents post the confident ones and route the rest to a person.

10 actions

WiseOCR

Turn receipt and invoice images, PDFs, or raw text into structured JSON with the WiseOCR API, with confidence returned on every extraction. Agents post the confident results and route the rest to a person.

Zamzar