Full list

Supported Triggers & Actions

Everything you can automate between Reclaim AI and PDFGate.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new task is created

When a new task is created

Runs the workflow automatically whenever a new task is created in the connected Reclaim AI account.

Envelope Sent

Envelope Sent

Runs when envelope is sent

Envelope Completed

Envelope Completed

Envelope is Created

Envelope Document Completed

Envelope Document Completed

Runs when envelope document completed

Request a new Trigger for Reclaim AI

Do thisActions

Action is the task that follows automatically within your Reclaim AI integrations.

Create Task

Create Task

Create a task with title, due date, priority, notes, duration, and scheduling options (snooze, min/max work duration, on‑deck, event color).

Get Tasks

Get Tasks

Find or search tasks and filter results by status, title, priority, or event category.

Upload PDF

Upload PDF

Upload or convert files to PDF

Create PDF from URL/HTML

Create PDF from URL/HTML

Convert URL or HTML into a PDF

Get Document Details

Get Document Details

Get document details and link

Delete Document

Delete Document

Permanently remove a document

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Integrations Reclaim AI
Reclaim AI + PDFGate
Reclaim AI logo

About Reclaim AI

Reclaim AI is an AI-powered calendar assistant that automatically schedules focus time, tasks, habits, meetings, and breaks to help individuals and teams protect time, reduce meeting overload, and improve productivity across Google Calendar and Outlook Calendar.

Learn more
Integrations PDFGate
PDFGate + Reclaim AI
PDFGate logo

About PDFGate

Tool to gate access to PDF documents and manage permissions.

Learn more

Frequently Asked Questions

How do I connect Reclaim AI and PDFGate?

Sign up for a free viaSocket account, then authorize both your Reclaim AI and PDFGate accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Reclaim AI and PDFGate as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Reclaim AI to PDFGate?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach PDFGate. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Reclaim AI triggers actions in PDFGate, and a separate workflow where PDFGate triggers actions in Reclaim AI. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Reclaim AI and PDFGate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Reclaim AI and PDFGate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.