--- title: "Connect Alegra and Docupilot - APIANT.ai" description: "When \"New Contact\" fires in Alegra, your agent runs \"Create Envelope\" in Docupilot, or \"Envelope Completed\" in Docupilot to \"Create Contact\" in Alegra." canonical: "https://apiant.ai/connect/alegra-to-docupilot" --- # Connect Alegra and Docupilot When **New Contact** fires in [Alegra](https://apiant.ai/connections/alegra), your agent runs **Create Envelope** in [Docupilot](https://apiant.ai/connections/docupilot), or **Envelope Completed** in Docupilot to **Create Contact** in Alegra. Describe the whole flow and it is built, tested on every scenario and kept running. Alegra **4** triggers Alegra **16** actions Docupilot **2** triggers Docupilot **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Alegra and Docupilot to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Alegra and Docupilot can do together ### From Alegra to Docupilot - When **New Contact** in Alegra then **Create Envelope** in Docupilot - When **New Estimate** in Alegra then **Create Envelope Recipient** in Docupilot ### From Docupilot to Alegra - When **Envelope Completed** in Docupilot then **Create Contact** in Alegra - When **New Envelope** in Docupilot then **Create Contact in Colombia** in Alegra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Alegra and Docupilot ## Triggers and actions 6 triggers ยท 50 actions - Trigger **New Contact** Triggers when a new contact is created in your Alegra account. - Trigger **New Estimate** Triggers when a new quote (estimate) is created in your Alegra account. - Trigger **New Invoice** Triggers when a new sales invoice is created in your Alegra account. - Trigger **New Item** Triggers when a new product or service is created in your Alegra account. - Action **Create Contact** Creates a contact (client or provider) in your Alegra account. Returns the created contact. - Action **Create Contact in Colombia** Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact. - Action **Create Tax** Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax. - Action **Find Contact** Searches the contacts in your Alegra account by name or identification. Returns the matching contacts. - Action **Find Contact in Argentina** Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts. - Action **Find Contact in Chile** Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts. - Action **Find Contact in Colombia** Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts. - Action **Find Contact in Costa Rica** Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts. - Action **Find Contact in Mexico** Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts. - Action **Find Contact in Panama** Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts. - Action **Find Contact in Peru** Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts. - Action **Find Invoice** Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices. - Action **Find Item** Searches the products and services in your Alegra account. Returns the matching items. - Action **Find Tax** Finds a tax in your Alegra account by name. Returns the matching tax and its id. - Action **Update Contact** Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact. - Action **Update Contact in Colombia** Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed. - Trigger **Envelope Completed** Triggers when all recipients finish signing an envelope. - Trigger **New Envelope** Triggers when a new e-signature envelope is created. - Action **Cancel Envelope** Cancel an in-progress e-signature envelope. - Action **Convert Document** Convert a document to another format. - Action **Copy Template** Duplicate a template including its preferences and deliveries. - Action **Create Envelope** Create a new e-signature envelope. - Action **Create Envelope Recipient** Add a recipient to an e-signature envelope. - Action **Create Folder** Create a new folder. - Action **Create Template** Create a new document template. - Action **Create Template Delivery** Configure a new delivery on a template. - Action **Create Template Merge Link** Create a shareable link that generates a document from a template. - Action **Delete Folder** Delete a folder. - Action **Delete Template** Move a template to the trash. - Action **Get Bulk Generation Task** Retrieve a single bulk document-generation task. - Action **Get Envelope Details** Retrieve the details of an e-signature envelope. - Action **Get Envelope Responses** Retrieve the consolidated field responses for an envelope. - Action **Get Envelope Signing Link** Retrieve the signing link for an envelope. - Action **Get Template** Retrieve a single template by its id. - Action **Get Template Schema** Retrieve a template's merge-field schema. - Action **List Bulk Generation Tasks** List bulk document-generation tasks for a template. - Action **List Document History** List previously generated documents. - Action **List Envelope Recipients** List the recipients of an e-signature envelope. - Action **List Envelopes** List e-signature envelopes. - Action **List Folders** List the folders in the Docupilot account. - Action **List Template Deliveries** List the deliveries configured on a template. - Action **List Templates** List the templates in the Docupilot account. - Action **Merge Documents** Append and merge multiple documents into one. - Action **Place Signature Fields** Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set. - Action **Retry Document Delivery** Retry a failed document delivery. - Action **Send Envelope** Send an e-signature envelope to its recipients. - Action **Send Envelope Reminder** Send a signing reminder to an envelope's signers. - Action **Transform PDF** Apply a transformation to a PDF document. - Action **Trigger Bulk Generation** Start a prepared bulk document-generation task. - Action **Update Folder** Update a folder's details. - Action **Update Template** Update an existing template's settings. - Action **Upload CSV for Bulk Generation** Upload a CSV to start a bulk document-generation task for a template. ## Each app on its own - [ **Alegra** Alegra is an accounting and billing app designed for Latin American managers.](https://apiant.ai/connections/alegra) - [ **Docupilot** Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data...](https://apiant.ai/connections/docupilot) Reviews ## What our customers say ## More from Alegra - [ **Alegra to Geckoboard** Geckoboard is a dashboard tool for displaying KPIs and live business metrics on TV dashboards.](https://apiant.ai/connect/alegra-to-geckoboard) - [ **Alegra to OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connect/alegra-to-oncehub) - [ **Alegra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/alegra-to-hubspot) - [ **Alegra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/alegra-to-salesforce) - [ **Alegra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/alegra-to-slack) - [ **Alegra to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/alegra-to-google-sheets) ## More into Docupilot - [ **Slack to Docupilot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docupilot) - [ **Google Sheets to Docupilot** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docupilot) - [ **Google Drive to Docupilot** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-docupilot) - [ **Mailchimp to Docupilot** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-docupilot) - [ **ActiveCampaign to Docupilot** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docupilot) - [ **Trello to Docupilot** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-docupilot) Questions ## Alegra and Docupilot, answered ### ### What can start an automation from Alegra? Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docupilot when something happens in Alegra? Any of Docupilot's 34 actions, including Create Envelope, Create Envelope Recipient, Create Folder and Create Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docupilot to Alegra? Yes. When something happens in Docupilot, your agent can act in Alegra too. This page covers both directions: Docupilot's triggers and Alegra's actions are listed here as well. ### ### Do I have to build a connector for Alegra or Docupilot? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Alegra and Docupilot without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.