Integration
Connect AroFlo and Docupilot
When List New or Updated Clients fires in AroFlo, your agent runs Create Envelope in Docupilot, or Envelope Completed in Docupilot to Add task labour in AroFlo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want AroFlo and Docupilot to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What AroFlo and Docupilot can do together
From AroFlo to Docupilot
When List New or Updated Clients in AroFlo
then Create Envelope in Docupilot
From Docupilot to AroFlo
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 AroFlo and Docupilot
Triggers and actions 6 triggers · 56 actions
- List New or Updated Clients
Triggers when a client is created or updated in AroFlo; returns the client's ID and change time.
- List New or Updated Invoices
Triggers when an invoice is created or updated in AroFlo; returns the invoice's ID and change time.
- List New or Updated Tasks
Triggers when a task is created or updated in AroFlo; returns the task's ID and change time.
- List Timesheets
Triggers when a new timesheet entry is recorded in AroFlo.
- Add location
Creates a new site location for an AroFlo client, with its name and address.
- Add supplier
Creates a new supplier in AroFlo with its contact details, street address and mailing address.
- Add task labour
Adds a labour line (time worked by a user) to an existing AroFlo task.
- Add task material
Adds a material line (an ad-hoc item or an inventory item) to an AroFlo task's worksheet.
- Add Task Note
Adds a note to an AroFlo task.
- Create Client
Creates a new client in AroFlo.
- Create User
Creates a new user in AroFlo.
- Custom Payload
Sends a custom XML insert or update to any AroFlo zone and returns AroFlo's post results.
- Find Asset
Finds AroFlo assets matching a field value and returns their records.
- Find Business Unit
Finds an AroFlo business unit by name and returns its record, including its org ID.
- Find Client
Finds AroFlo clients by company/reference name and returns the matching client records.
- Find contact
Finds client and contractor contacts in AroFlo by email, name or ID.
- Find Invoice
Finds AroFlo invoices matching a field value and returns their records.
- Find project
Finds AroFlo projects by project name and returns the matching project records.
- Find quote
Finds AroFlo quotes where a chosen quote field (ID, name, job number, status, dates) equals a value, returning the matching quotes.
- Find Schedule
Finds AroFlo schedules matching a field value and returns their records.
- Find Task
Finds AroFlo tasks matching a field value and returns their records.
- Find Timesheet Group
Returns the timesheet entries for one task, user, work date or type, with their combined total hours.
- Find User
Finds AroFlo users matching a field value and returns their records.
- Update Client
Updates an existing AroFlo client; only the fields you supply are changed.
- Update Task Fields
Updates the name, description, due date or order number of an AroFlo task; only supplied fields change.
- Update Task Status
Sets the status and optional substatus of an AroFlo task.
- Envelope Completed
Triggers when all recipients finish signing an envelope.
- New Envelope
Triggers when a new e-signature envelope is created.
- Cancel Envelope
Cancel an in-progress e-signature envelope.
- Convert Document
Convert a document to another format.
- Copy Template
Duplicate a template including its preferences and deliveries.
- Create Envelope
Create a new e-signature envelope.
- Create Envelope Recipient
Add a recipient to an e-signature envelope.
- Create Folder
Create a new folder.
- Create Template
Create a new document template.
- Create Template Delivery
Configure a new delivery on a template.
- Create Template Merge Link
Create a shareable link that generates a document from a template.
- Delete Folder
Delete a folder.
- Delete Template
Move a template to the trash.
- Get Bulk Generation Task
Retrieve a single bulk document-generation task.
- Get Envelope Details
Retrieve the details of an e-signature envelope.
- Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
- Get Envelope Signing Link
Retrieve the signing link for an envelope.
- Get Template
Retrieve a single template by its id.
- Get Template Schema
Retrieve a template's merge-field schema.
- List Bulk Generation Tasks
List bulk document-generation tasks for a template.
- List Document History
List previously generated documents.
- List Envelope Recipients
List the recipients of an e-signature envelope.
- List Envelopes
List e-signature envelopes.
- List Folders
List the folders in the Docupilot account.
- List Template Deliveries
List the deliveries configured on a template.
- List Templates
List the templates in the Docupilot account.
- Merge Documents
Append and merge multiple documents into one.
- 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.
- Retry Document Delivery
Retry a failed document delivery.
- Send Envelope
Send an e-signature envelope to its recipients.
- Send Envelope Reminder
Send a signing reminder to an envelope's signers.
- Transform PDF
Apply a transformation to a PDF document.
- Trigger Bulk Generation
Start a prepared bulk document-generation task.
- Update Folder
Update a folder's details.
- Update Template
Update an existing template's settings.
- Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
AroFlo and Docupilot, answered
What can start an automation from AroFlo?
Any of AroFlo's 4 triggers in the catalog, including List New or Updated Clients, List New or Updated Invoices, List New or Updated Tasks and List Timesheets. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupilot when something happens in AroFlo?
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 AroFlo?
Yes. When something happens in Docupilot, your agent can act in AroFlo too. This page covers both directions: Docupilot's triggers and AroFlo's actions are listed here as well.
Do I have to build a connector for AroFlo 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 AroFlo 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.