# Connect AskHandle and Docupilot When **New keyword notification** fires in [AskHandle](https://apiant.ai/connections/askhandle), your agent runs **Create Envelope** in [Docupilot](https://apiant.ai/connections/docupilot), or **Envelope Completed** in Docupilot to **Add message** in AskHandle. Describe the whole flow and it is built, tested on every scenario and kept running. AskHandle **3** triggers AskHandle **7** 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 AskHandle and Docupilot to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 AskHandle and Docupilot can do together ### From AskHandle to Docupilot - When **New keyword notification** in AskHandle then **Create Envelope** in Docupilot - When **New message** in AskHandle then **Create Envelope Recipient** in Docupilot ### From Docupilot to AskHandle - When **Envelope Completed** in Docupilot then **Add message** in AskHandle - When **New Envelope** in Docupilot then **Get message** in AskHandle 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 AskHandle and Docupilot ## Triggers and actions 5 triggers · 41 actions - Trigger **New keyword notification** Triggers when a customer's chat matches one of your AskHandle notification keywords. - Trigger **New message** Triggers when a new chat message is posted in any AskHandle room. - Trigger **New room** Triggers when a new chat room is created in AskHandle. - Action **Add message** Adds a new message to an existing AskHandle chat room. - Action **Add room** Creates a new chat room in AskHandle. - Action **Get message** Returns the details of a single AskHandle chat message, including its sender, body and send time. - Action **Get room** Returns the details of a specific chat room, including its messages. - Action **List messages** Returns all messages in your AskHandle account. - Action **List rooms** Returns all chat rooms in your AskHandle account. - Action **Update room** Updates a chat room's name, rating or bot setting, and returns the updated room. - 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 - [ **AskHandle** AskHandle is a cutting-edge AI platform that allows businesses to create their own personalized AI.](https://apiant.ai/connections/askhandle) - [ **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 AskHandle - [ **AskHandle to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/askhandle-to-hubspot) - [ **AskHandle to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/askhandle-to-salesforce) - [ **AskHandle to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/askhandle-to-slack) - [ **AskHandle to Google Sheets** Google Sheets](https://apiant.ai/connect/askhandle-to-google-sheets) - [ **AskHandle to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/askhandle-to-gmail) - [ **AskHandle to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/askhandle-to-google-calendar) ## 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](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 ## AskHandle and Docupilot, answered ### ### What can start an automation from AskHandle? Any of AskHandle's 3 triggers in the catalog, including New keyword notification, New message and New room. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docupilot when something happens in AskHandle? 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 AskHandle? Yes. When something happens in Docupilot, your agent can act in AskHandle too. This page covers both directions: Docupilot's triggers and AskHandle's actions are listed here as well. ### ### Do I have to build a connector for AskHandle 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. ### ### 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.