Integration
Connect Common Room and Docupilot
When Custom Fields List fires in Common Room, your agent runs Create Envelope in Docupilot, or Envelope Completed in Docupilot to Add Common Room Contact to Segment in Common Room. 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 Common Room and Docupilot to do together?
Ask the assistant
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 Common Room and Docupilot can do together
From Common Room to Docupilot
When Custom Fields List in Common Room
then Create Envelope in Docupilot
From Docupilot to Common Room
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 Common Room and Docupilot
Triggers and actions 4 triggers · 45 actions
- Custom Fields List
Triggers when a new contact custom field is added to the Common Room community.
- Segment Status List
Triggers when a new status is added to the selected Common Room segment.
- Add Activity From Third Party Source
Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type.
- Add Common Room Contact to Segment
Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status.
- Add Organization From Third Party Source
Adds an organization to a Common Room API source, or updates the organization previously added with the same domain.
- Add or Update a Contact Custom Field
Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source.
- Add tag
Creates a tag in Common Room, or returns the existing tag if one with the same name already exists.
- Delete tag
Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted.
- Get tag
Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to.
- List activity types
Returns every activity type defined in your Common Room community, with its id and display name.
- List segments
Returns all segments in the Common Room community, with each segment's id and name.
- List tags
Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to.
- Update tag
Renames a tag or changes its description. A deleted tag is restored when it is updated.
- 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
Reviews
What our customers say
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Questions
Common Room and Docupilot, answered
What can start an automation from Common Room?
Any of Common Room's 2 triggers in the catalog, including Custom Fields List and Segment Status List. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupilot when something happens in Common Room?
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 Common Room?
Yes. When something happens in Docupilot, your agent can act in Common Room too. This page covers both directions: Docupilot's triggers and Common Room's actions are listed here as well.
Do I have to build a connector for Common Room 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 Common Room 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.