--- title: "Connect Azure File Storage and Docupilot - APIANT.ai" description: "When \"New File\" fires in Azure File Storage, your agent runs \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/azure-file-storage-to-docupilot" --- # Connect Azure File Storage and Docupilot When **New File** fires in [Azure File Storage](https://apiant.ai/connections/azure-file-storage), your agent runs **Create Envelope** in [Docupilot](https://apiant.ai/connections/docupilot), or **Envelope Completed** in Docupilot to **Upload File** in Azure File Storage. Describe the whole flow and it is built, tested on every scenario and kept running. Azure File Storage **1** trigger Azure File Storage **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 Azure File Storage 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 Azure File Storage and Docupilot can do together ### From Azure File Storage to Docupilot - When **New File** in Azure File Storage then **Create Envelope** in Docupilot - When **New File** in Azure File Storage then **Create Envelope Recipient** in Docupilot ### From Docupilot to Azure File Storage - When **Envelope Completed** in Docupilot then **Upload File** in Azure File Storage - When **New Envelope** in Docupilot then **Download File** in Azure File Storage 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 Azure File Storage and Docupilot ## Triggers and actions 3 triggers · 41 actions - Trigger **New File** Triggers when a new file is added to a folder in a file share. - Action **Create Directory** Creates a new folder in a file share. - Action **Delete Directory** Deletes an empty folder from a file share. - Action **Delete File** Deletes a file from a file share. - Action **Download File** Downloads a file from a file share so later steps can attach it or upload it elsewhere. - Action **Get File Properties** Returns a file's size, media type, hash and timestamps without downloading it. - Action **List Files and Directories** Returns the files and folders in a file share folder, optionally only those whose name starts with a prefix. - Action **Upload File** Uploads a file from a URL into a file share folder, replacing any file with the same name. - 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 - [ **Azure File Storage** Cloud file share service offering SMB/NFS mounting and a REST API for managed file storage.](https://apiant.ai/connections/azure-file-storage) - [ **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 Azure File Storage - [ **Azure File Storage to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/azure-file-storage-to-hubspot) - [ **Azure File Storage to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/azure-file-storage-to-salesforce) - [ **Azure File Storage to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/azure-file-storage-to-slack) - [ **Azure File Storage to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/azure-file-storage-to-google-sheets) - [ **Azure File Storage to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/azure-file-storage-to-gmail) - [ **Azure File Storage to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/azure-file-storage-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 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 ## Azure File Storage and Docupilot, answered ### ### What can start an automation from Azure File Storage? Any of Azure File Storage's 1 trigger in the catalog, including New File. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docupilot when something happens in Azure File Storage? 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 Azure File Storage? Yes. When something happens in Docupilot, your agent can act in Azure File Storage too. This page covers both directions: Docupilot's triggers and Azure File Storage's actions are listed here as well. ### ### Do I have to build a connector for Azure File Storage 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 Azure File Storage 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.