# Connect Cursion and Docupilot

When **New Flow** fires in [Cursion](https://apiant.ai/connections/cursion), your agent runs **Create Envelope** in [Docupilot](https://apiant.ai/connections/docupilot), or **Envelope Completed** in Docupilot to **Create Page** in Cursion. Describe the whole flow and it is built, tested on every scenario and kept running.

Cursion **5** triggers Cursion **17** 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 Cursion 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 Cursion and Docupilot can do together

### From Cursion to Docupilot

- When **New Flow** in Cursion then **Create Envelope** in Docupilot
- When **New Page** in Cursion then **Create Envelope Recipient** in Docupilot

### From Docupilot to Cursion

- When **Envelope Completed** in Docupilot then **Create Page** in Cursion
- When **New Envelope** in Docupilot then **Add case** in Cursion

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 Cursion and Docupilot

## Triggers and actions 7 triggers · 51 actions

- Trigger

**New Flow**

Triggers when a new Flow is created in your Cursion account.

- Trigger

**New Page**

Triggers when a new page is added to a Cursion site.

- Trigger

**New Scan**

Triggers when a new Scan is created for the selected Cursion page.

- Trigger

**New Site**

Triggers when a new site is added to your Cursion account.

- Trigger

**New Test**

Triggers when a new Test (a comparison of two scans) is created for a page.

- Action

**Add case**

Generates a new test case for a site from a plain-language prompt and returns the process tracking its creation.

- Action

**Add flow**

Creates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute.

- Action

**Create CaseRun**

Runs a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately.

- Action

**Create FlowRun**

Runs a Flow against a Site and returns the new FlowRun, which completes asynchronously.

- Action

**Create Page**

Creates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan.

- Action

**Create Scan**

Starts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete.

- Action

**Create Site**

Creates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background.

- Action

**Delete site**

Deletes a site and, with it, all of the site's scans, tests, schedules and alerts.

- Action

**Get FlowRun**

Returns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs.

- Action

**Get scan**

Returns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots.

- Action

**Get site**

Returns a single Cursion site with its URL, tags, crawl times and latest scan and test summary.

- Action

**Get test**

Returns a single Test, the comparison of two scans of a page, with its scores, status and deltas.

- Action

**List flows**

Returns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges).

- Action

**List pages**

Returns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results.

- Action

**List scans**

Returns the scans captured for a Cursion page, ordered by creation time.

- Action

**List sites**

Returns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details.

- Action

**List tests**

Returns the Tests run against a Cursion Page, ordered by creation time.

- 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

- [ **Cursion** Cursion is a website testing platform that helps dev teams easily test and monitor their web apps.](https://apiant.ai/connections/cursion)
- [ **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 Cursion

- [ **Cursion to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cursion-to-hubspot)
- [ **Cursion to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cursion-to-salesforce)
- [ **Cursion to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cursion-to-slack)
- [ **Cursion to Google Sheets** Google Sheets](https://apiant.ai/connect/cursion-to-google-sheets)
- [ **Cursion to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cursion-to-gmail)
- [ **Cursion to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cursion-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

## Cursion and Docupilot, answered

###

### What can start an automation from Cursion?

Any of Cursion's 5 triggers in the catalog, including New Flow, New Page, New Scan and New Site. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Docupilot when something happens in Cursion?

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 Cursion?

Yes. When something happens in Docupilot, your agent can act in Cursion too. This page covers both directions: Docupilot's triggers and Cursion's actions are listed here as well.

###

### Do I have to build a connector for Cursion 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.
