Documents & Forms integrations for Claude and Codex

Documents & Forms connectors handle form submissions, contracts and e-signature, PDF generation and parsing, and proposal tools. Operations Spaces connect them so a new form response can start a thread, Claude can draft the document, and the finished file is produced and shared without manual copying.

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Connectors

Documents & Forms apps and data sources

Connect once and share access with agents, automations, apps, and teammates, with granular permissions.

DocuSign

Connect DocuSign to Claude in type.com to add contacts, adjust envelope settings, and attach files from a shared thread.

Text to PDF

Connect Text to PDF to Claude in type.com to turn Markdown or plain text into a downloadable PDF from any shared thread.

SharePoint

Connect SharePoint to Claude in type.com to manage list items, attachments, and permissions from a shared team thread.

Formcarry

Connect Formcarry to Claude in type.com to create forms, pull recent submissions, and verify your API key from a shared team thread.

Docmosis

Connect Docmosis to Claude in type.com to check environment status, manage templates and images, and render documents in a thread.

SurveyMonkey

Connect SurveyMonkey to Claude in type.com to create surveys, manage contacts and lists, and organize surveys into folders.

Dropbox Sign

Connect Dropbox Sign to Claude in type.com to send bulk signature requests, manage templates, and cancel requests in a thread.

PandaDoc

Connect PandaDoc to Claude in type.com to create documents from files, attach materials, organize folders, and build templates.

Formsite

Connect Formsite to Claude in type.com to pull form results, check questions, and review webhook setups from a shared team thread.

Boldsign

Connect Boldsign to Claude in type.com to check brands, create custom fields, and review documents sent on your behalf from a thread.

Zoho Invoice

Connect Zoho Invoice to Claude in type.com to apply credits, add comments, and clone invoicing projects without switching away from your team thread.

Echtpost

Connect Echtpost to Claude in type.com to browse available postcard templates for your physical mail campaigns in a thread.

Algodocs

Connect Algodocs to Claude in type.com to confirm your account, list document extractors, and browse folders before processing a document batch.

API2PDF

Connect API2PDF to Claude in type.com to turn HTML into branded PDFs, extract specific pages, or convert PDFs to HTML from a shared thread.

Aryn

Connect Aryn to Claude in type.com to organize DocSets, pull parsed documents, and plan queries from a shared thread.

Basin

Connect Basin to Claude in type.com to create forms, add webhooks, and organize projects for form data in a thread.

Better Proposals

Connect Better Proposals to Claude in type.com to create companies, design proposal covers, and check currencies from a shared thread.

Bidsketch

Connect Bidsketch to Claude in type.com to create clients, draft proposals, and clean up old records from a shared team thread.

Boloforms

Connect BoloForms to Claude in type.com to list workspace documents, check signing status, and track pending signatures from a shared thread.

Byteforms

Connect ByteForms to Claude in type.com to build forms, check configurations, and pull collected responses from a shared team thread.

Cabinpanda

Connect Cabinpanda to Claude in type.com to create forms, check integration settings, and pull submission details from a shared thread.

Carbone

Connect Carbone to Claude in type.com to generate documents from templates, browse categories, and remove outdated templates as a team.

Certifier

Connect Certifier to Claude in type.com to issue and send certificates, check credential interactions, and list designs from a shared thread.

Cloudlayer

Connect cloudlayer to Claude in type.com to convert URLs and HTML into PDFs and images, and manage storage configurations as a team.

Cloudpress

Connect Cloudpress to Claude in type.com to check account status, list CMS connections, and review export history from a shared thread.

CommCare

Connect CommCare to Claude in type.com to create lookup tables, invite web users, and check available reports as a team.

Conversion Tools

Connect Conversion Tools to Claude in type.com to convert Excel or Word files, run broader conversions, and download results from a thread.

Convertapi

Connect ConvertAPI to Claude in type.com to check format support, run async conversions, and clean up files as a team.

Craftmypdf

Connect Craftmypdf to Claude in type.com to generate PDFs from templates and JSON data, add watermarks, and manage document creation in a thread.

Datascope

Connect Datascope to Claude in type.com to update form answers, manage locations, and assign field tasks from a shared thread.

Delighted

Connect Delighted to Claude in type.com to enroll people in Autopilot surveys, update their details, and clean up records from a thread.

Docnify

Connect Docnify to Claude in type.com to add signing recipients, set document fields, and clean up old documents from a shared thread.

Docparser

Connect Docparser to Claude in type.com to pull parsed document data, check parser layouts, and confirm the connection from a thread.

Docsautomator

Connect Docsautomator to Claude in type.com to create automations, duplicate templates, and check queue status from a shared thread.

Docsumo

Connect Docsumo to Claude in type.com to organize folders, check document types, and manage database tables from a shared thread.

Docugenerate

Connect Docugenerate to Claude in type.com to generate PDFs from templates and JSON data and manage documents in a thread.

Documenso

Connect Documenso to Claude in type.com to create documents, add signature fields, and manage recipients from a shared contracts thread.

Documint

Connect Documint to Claude in type.com to merge data into templates, list existing documents, and manage templates in a thread.

Docupilot

Connect Docupilot to Claude in type.com to organize folders and check account details for your document automation workflows.

Docupost

Connect Docupost to Claude in type.com to check account balance and send letters or postcards through the US Postal Service.

DocuSeal

Connect DocuSeal to Claude in type.com to send signature requests, clone templates, and archive submissions in a shared thread.

Draftable

Connect Draftable to Claude in type.com to browse document comparisons across PDFs, Word, and PowerPoint files in a shared thread.

Eagle doc

Connect Eagle doc to Claude in type.com to extract data from invoices, receipts, and documents with OCR in a shared thread.

Elorus

Connect Elorus to Claude in type.com to draft invoices, add catalog items, email invoices to clients, and pull bills from a shared thread.

Encodian

Connect Encodian to Claude in type.com to watermark PDFs, bundle files into a ZIP, and edit JSON arrays from a shared document thread.

eSignatures.io

Connect eSignatures.io to Claude in type.com to create contracts, copy templates, and add signers from a shared thread.

Eversign

Connect Eversign to Claude in type.com to create documents and templates, and review the full signing audit trail in a thread.

Extracta.ai

Connect Extracta.ai to Claude in type.com to classify documents, extract structured fields, and check batch results in a thread.

Feathery

Connect Feathery to Claude in type.com to check account info, fill document templates, and track document envelopes from a shared thread.

Fillout Forms

Connect Fillout Forms to Claude in type.com to build databases, add fields, and set up webhooks for form responses in a shared thread.

Flexisign

Connect Flexisign to Claude in type.com to list saved e-signature templates before sending a document, right from a team thread.

Formbricks

Connect Formbricks to Claude in type.com to pull survey responses, manage contacts, and set up feedback workflows from a shared team thread.

Formdesk

Connect Formdesk to Claude in type.com to validate the connection, submit entries, add form fields, and manage visitors from a thread.

Getform

Connect Getform to Claude in type.com to look up a form submission's details or post new form data from a shared team thread.

Google Slides

Connect Google Slides to Claude in type.com to build decks from markdown, copy templates, and update slides from a thread.

Heyzine

Connect Heyzine to Claude in type.com to convert documents into flipbooks, check large conversions, and manage API limits from a thread.

Ignisign

Connect Ignisign to Claude in type.com to initialize documents, create signers, and cancel signature requests from a team thread.

Intelliprint

Connect Intelliprint to Claude in type.com to create print jobs, manage mailing lists, and send letters from a shared thread.

Jotform

Connect Jotform to Claude in type.com to clone forms, organize them with labels, and check label resources from a thread.

Kontent.ai

Connect Kontent.ai to Claude in type.com to pull content items, languages, and type details into a shared thread.

LLMWhisperer

Connect LLMWhisperer to Claude in type.com to convert PDFs to text and track usage from a shared document thread.

Nanonets

Connect Nanonets to Claude in type.com to list trained models, review extracted document data, and retire models you no longer need.

Nusii proposals

Connect Nusii proposals to Claude in type.com to draft client proposals, add line items, and track proposal status from a shared thread.

OCR Web Service

Connect OCR Web Service to Claude in type.com to run text recognition, check account quota, and review processing logs.

OCR.space

Connect OCR.space to Claude in type.com to extract text from scanned documents and image URLs from a shared team thread.

Oksign

Connect Oksign to Claude in type.com to check what's in a briefcase, upload signer contacts in bulk, and remove outdated contacts.

Paperform

Connect Paperform to Claude in type.com to list forms, spaces, and translations, and pull details on a specific space.

Parseur

Connect Parseur to Claude in type.com to duplicate mailboxes, set up custom exports, and clean up download configurations in a thread.

Parsio.io

Connect Parsio.io to Claude in type.com to set up mailboxes, parse documents, and manage webhooks from a shared thread.

PDF-API.io

Connect PDF-API.io to Claude in type.com to list your document templates and confirm the right one before generating a PDF.

PDF.co

Connect PDF.co to Claude in type.com to convert files, generate barcodes, and check account usage from a shared thread.

Pdf4me

Connect Pdf4me to Claude in type.com to convert files to PDF, extract text, fill forms, and read barcodes inside a thread.

Pdfless

Connect Pdfless to Claude in type.com to confirm the workspace is active and list document templates before generating files.

PDFMonkey

Connect PDFMonkey to Claude in type.com to generate documents instantly, build new templates, and remove outdated ones from a thread.

Refiner

Connect Refiner to Claude in type.com to pull contacts, forms, and survey responses, or check account usage, from a shared thread.

Retently

Connect Retently to Claude in type.com to tag feedback, update customer records, and review campaigns from a shared customer experience thread.

SafetyCulture

Connect SafetyCulture to Claude in type.com to manage incident collaborators, archive assets, and assign permissions from a thread.

Satismeter

Connect Satismeter to Claude in type.com to list surveys, manage unsubscribed emails, and embed new feedback widgets.

Signaturely

Connect Signaturely to Claude in type.com to organize signing folders, check recent documents, and list pending signatures in a thread.

Signwell

Connect Signwell to Claude in type.com to send documents for signature, generate them from templates, and manage webhooks in a thread.

Slite

Connect Slite to Claude in type.com to ask questions against your notes, create documentation, and flag outdated content in a shared thread.

Spondyr

Connect Spondyr to Claude in type.com to set up template conditions, register transaction types, and trigger correspondence from a shared thread.

Taggun

Connect Taggun to Claude in type.com to read receipts, export known merchants, and keep expense data consistent across your finance team.

Tally

Connect Tally to Claude in type.com to create forms from a description, review form details, delete old forms, and manage webhooks for submissions.

Typeform

Connect Typeform to Claude in type.com to create forms with logic, upload images, set custom themes, add workspaces, and configure webhooks.

Typless

Connect Typless to Claude in type.com to check document types, review your profile, and keep account details current from a thread.

KnoCommerce

Connect KnoCommerce to Claude in type.com to pull post-purchase survey responses, benchmark questions, and manage webhooks in a thread.

Google Drive & Docs

Connect Google Drive & Docs to Claude in type.com to search for files, read Doc contents, and update Sheets from a shared thread.

Google Docs & Drive (full access)

Connect Google Docs & Drive to Claude in type.com to search files, read a doc's structure, draft new docs, and apply formatting from a shared thread.

Microsoft OneDrive

Connect Microsoft OneDrive to Claude in type.com to search files, read content, upload documents, and share links from a thread.

Notion

Connect Notion to Claude in type.com to write formatted notes, code snippets, and page layouts into your Notion workspace straight from a team thread.

FAQ

Questions people ask about Documents & Forms integrations

Can type.com start work when a form is submitted?

Yes. type.com automations can start from a webhook, and form tools such as Typeform, Tally, Jotform, and Fillout can send one on every submission. The new response opens a thread where Claude or Codex handles the next step.

Can Claude generate PDFs or send documents for signature?

Yes, through connectors for document generation and e-signature tools such as PandaDoc, DocuSign, Documenso, and PDF generation APIs, provided the connector exposes those actions.

How are document and form connections authenticated?

An admin creates the connection once with OAuth, an API key, a service account, or custom API settings, then chooses which Spaces can use it. Nobody pastes credentials into a prompt or thread.