--- title: "Connect CS-Cart and Docupilot - APIANT.ai" description: "When \"New Customer\" fires in CS-Cart, your agent runs \"Create Envelope\" in Docupilot, or \"Envelope Completed\" in Docupilot to \"Add customer\" in CS-Cart." canonical: "https://apiant.ai/connect/cs-cart-to-docupilot" --- # Connect CS-Cart and Docupilot When **New Customer** fires in [CS-Cart](https://apiant.ai/connections/cs-cart), your agent runs **Create Envelope** in [Docupilot](https://apiant.ai/connections/docupilot), or **Envelope Completed** in Docupilot to **Add customer** in CS-Cart. Describe the whole flow and it is built, tested on every scenario and kept running. CS-Cart **2** triggers CS-Cart **16** 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 CS-Cart 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 CS-Cart and Docupilot can do together ### From CS-Cart to Docupilot - When **New Customer** in CS-Cart then **Create Envelope** in Docupilot - When **New Order** in CS-Cart then **Create Envelope Recipient** in Docupilot ### From Docupilot to CS-Cart - When **Envelope Completed** in Docupilot then **Add customer** in CS-Cart - When **New Envelope** in Docupilot then **Create Order (For CS-Cart)** in CS-Cart 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 CS-Cart and Docupilot ## Triggers and actions 4 triggers · 50 actions - Trigger **New Customer** Triggers when a new customer account is created in the CS-Cart store. - Trigger **New Order** Triggers when a new order is placed in the CS-Cart store. - Action **Add category** Creates a new product category in your CS-Cart store. - Action **Add customer** Creates a new customer account in your CS-Cart store. - Action **Add shipment** Creates a shipment for products in an order, with optional carrier and tracking number. - Action **Create Order (For CS-Cart)** Creates an order in a CS-Cart storefront, for an existing customer or a guest. New orders always start with the Open status. - Action **Create Product** Creates a product in your CS-Cart store with its name, price, categories, stock and other product details. - Action **Delete product** Deletes a product from your CS-Cart store. - Action **Find Category by Name** Finds a category in your CS-Cart store by its name and returns its details. - Action **Get customer** Returns a customer's details (email, name, status, company and profile data) by their user ID. - Action **Get order** Returns the full details of a CS-Cart order, including its products, customer, billing and shipping addresses, totals and status. - Action **Get product** Returns a single product from your CS-Cart store, including its price, stock, categories, images and features. - Action **Get Shipment** Returns one shipment by its ID, including its order, carrier, tracking number and status. - Action **List categories** Returns the categories in the CS-Cart store, up to 1000. - Action **List orders** Returns a list of orders from the store, optionally filtered by status, customer, storefront or vendor, email, invoice, or last-modified date. - Action **Update customer** Updates an existing customer's details, such as name, email, company and status. - Action **Update order** Updates an existing order, such as its status, products, total or customer details, optionally emailing notifications. - Action **Update product** Updates an existing product in your CS-Cart store, such as its name, price, stock, status, descriptions, images or features. Only the fields you fill in are changed. - 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 - [ **CS-Cart** Marketplace software trusted by 1300+ marketplaces.](https://apiant.ai/connections/cs-cart) - [ **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 CS-Cart - [ **CS-Cart to Dashly** Dashly turns visitors into customers with data-driven conversation and marketing.](https://apiant.ai/connect/cs-cart-to-dashly) - [ **CS-Cart to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cs-cart-to-hubspot) - [ **CS-Cart to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cs-cart-to-salesforce) - [ **CS-Cart to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cs-cart-to-slack) - [ **CS-Cart to Google Sheets** Google Sheets](https://apiant.ai/connect/cs-cart-to-google-sheets) - [ **CS-Cart to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cs-cart-to-gmail) ## 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 ## CS-Cart and Docupilot, answered ### ### What can start an automation from CS-Cart? Any of CS-Cart's 2 triggers in the catalog, including New Customer and New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docupilot when something happens in CS-Cart? 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 CS-Cart? Yes. When something happens in Docupilot, your agent can act in CS-Cart too. This page covers both directions: Docupilot's triggers and CS-Cart's actions are listed here as well. ### ### Do I have to build a connector for CS-Cart 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 CS-Cart 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.