--- title: "Connect Beehiiv and Docupilot - APIANT.ai" description: "When \"New subscriber to publication\" fires in Beehiiv, your agent runs \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/beehiiv-to-docupilot" --- # Connect Beehiiv and Docupilot When **New subscriber to publication** fires in [Beehiiv](https://apiant.ai/connections/beehiiv), your agent runs **Create Envelope** in [Docupilot](https://apiant.ai/connections/docupilot), or **Envelope Completed** in Docupilot to **Update subscription by email** in Beehiiv. Describe the whole flow and it is built, tested on every scenario and kept running. Beehiiv **8** triggers Beehiiv **42** 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 Beehiiv 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 Beehiiv and Docupilot can do together ### From Beehiiv to Docupilot - When **New subscriber to publication** in Beehiiv then **Create Envelope** in Docupilot - When **New unsubscriber to publication** in Beehiiv then **Create Envelope Recipient** in Docupilot ### From Docupilot to Beehiiv - When **Envelope Completed** in Docupilot then **Update subscription by email** in Beehiiv - When **New Envelope** in Docupilot then **Add subscription tag** in Beehiiv 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 Beehiiv and Docupilot ## Triggers and actions 10 triggers · 76 actions - Trigger **List automations** poll for automations; new automations surface over time (trigger). - Trigger **List newsletter lists** poll newsletter lists; new lists surface over time (trigger). - Trigger **List polls** poll for polls; new polls surface over time (trigger). - Trigger **List segment subscriber IDs** poll subscriber IDs in a segment; new IDs surface over time (trigger). - Trigger **List segment subscribers** poll subscribers in a segment; new members surface over time (trigger). - Trigger **List tiers** poll subscription tiers; new tiers surface over time (trigger). - Trigger **New subscriber to publication** Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id. - Trigger **New unsubscriber to publication** Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id. - Action **Add subscription tag** add a tag to a subscription. - Action **Bulk create subscription** create multiple subscriptions in a single bulk request. - Action **Create custom field** create a new custom field. - Action **Create newsletter list** create a new newsletter list. - Action **Create segment** create a new segment. - Action **Delete custom field** delete a custom field. - Action **Delete newsletter list** delete a newsletter list. - Action **Delete segment** delete a segment. - Action **Delete subscription** Remove a subscriber from a publication. - Action **Get aggregate stats** get aggregate statistics across posts. - Action **Get author** get details for a specific author. - Action **Get custom field** get details for a specific custom field. - Action **Get newsletter list** get details for a specific newsletter list. - Action **Get newsletter list subscription** get details for a newsletter list subscription. - Action **Get post** Retrieve a single post by ID. Returns content, stats, and publish status. - Action **Get post templates** get available post templates for a publication. - Action **Get publication** get details for a specific publication. - Action **Get publication engagements** get aggregate engagement stats for a publication. - Action **Get publications by subscription email** get publications associated with a subscriber email. - Action **Get referral program** get referral program details for a publication. - Action **Get segment** get details for a specific segment. - Action **Get subscription by email** Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields. - Action **Get subscription by ID** get details for a subscription by its ID. - Action **Get subscription update** get a specific bulk subscription update record. - Action **Identify user** get current OAuth user info. - Action **Identify workspace** get current workspace info. - Action **List authors** list all authors for a publication. - Action **List complimentary access** list free access grants for a publication. - Action **List condition sets** list all condition sets for a publication. - Action **List custom fields** List a publication's subscriber custom fields. Returns field names and types for mapping. - Action **List posts** List posts for a publication. Returns posts with status, audience, and publish metadata. - Action **List publications** List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id. - Action **List segments** List segments for a publication. Returns segment ids, names, and types for audience targeting. - Action **List subscriptions** List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination. - Action **List subscription updates** list bulk subscription update records. - Action **Recalculate segment** recalculate segment membership. - Action **Update a tier** update an existing tier. - Action **Update custom field** update an existing custom field. - Action **Update subscription by email** Update an existing subscriber identified by email. Changes tier, status, or custom fields. - Action **Update subscription by ID** update a subscription by its ID. - Action **Update subscriptions** update multiple subscriptions at once. - Action **Update subscriptions' status** bulk update subscription status. - 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 - [ **Beehiiv** Beehiiv is a newsletter publishing and audience growth platform.](https://apiant.ai/connections/beehiiv) - [ **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 Beehiiv - [ **Beehiiv to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/beehiiv-to-salesforce) - [ **Beehiiv to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/beehiiv-to-slack) - [ **Beehiiv to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/beehiiv-to-shopify) - [ **Beehiiv to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/beehiiv-to-quickbooks-online) - [ **Beehiiv to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/beehiiv-to-zoom) - [ **Beehiiv to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/beehiiv-to-twilio) ## 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 ## Beehiiv and Docupilot, answered ### ### What can start an automation from Beehiiv? Any of Beehiiv's 8 triggers in the catalog, including New subscriber to publication, New unsubscriber to publication, List automations and List newsletter lists. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docupilot when something happens in Beehiiv? 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 Beehiiv? Yes. When something happens in Docupilot, your agent can act in Beehiiv too. This page covers both directions: Docupilot's triggers and Beehiiv's actions are listed here as well. ### ### Do I have to build a connector for Beehiiv 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 Beehiiv 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.