--- title: "Connect Documenso to Caspio - APIANT.ai" description: "When \"Document Completed\" fires in Documenso, your agent runs \"Find Records\" in Caspio." canonical: "https://apiant.ai/connect/documenso-to-caspio" --- # Connect Documenso to Caspio When **Document Completed** fires in [Documenso](https://apiant.ai/connections/documenso), your agent runs **Find Records** in [Caspio](https://apiant.ai/connections/caspio). Describe the whole flow and it is built, tested on every scenario and kept running. Documenso **7** triggers Caspio **4** triggers Caspio **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Documenso and Caspio 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 Documenso can start in Caspio - When **Document Completed** in Documenso then **Find Records** in Caspio - When **Document Created** in Documenso then **Find View Records** in Caspio 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 Documenso and Caspio ## Triggers and actions 11 triggers · 4 actions - Trigger **Document Cancelled** Fires on the DOCUMENT_CANCELLED webhook event when a document/envelope is cancelled/voided before completion. Part of Documenso's documented full document lifecycle webhook set. - Trigger **Document Completed** Triggers when a document is signed by all recipients. - Trigger **Document Created** Triggers when a new document is created. - Trigger **Document Opened** Triggers when a document is opened by a recipient. - Trigger **Document Rejected** Fires on the DOCUMENT_REJECTED webhook event when a recipient rejects/declines a document. Part of Documenso's documented full document lifecycle webhook set (created, sent, opened, signed, completed, rejected, cancelled). - Trigger **Document Sent** Triggers when a document is sent to recipient(s). - Trigger **Document Signed** Triggers when a document is signed by a recipient. - Trigger **Deleted Record** Fires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Trigger **New or Updated Record** Fires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Trigger **New Record** Fires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId,...}. - Trigger **Updated Record** Fires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Action **Download File from Field** Download the file stored in an Attachment-type field of a specific record. Returns the raw file content. - Action **Find Records** Query records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records. - Action **Find View Records** Query records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit. - Action **Upload File to Field** Upload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type). ## Each app on its own - [ **Documenso** Documenso is an open-source digital signing platform.](https://apiant.ai/connections/documenso) - [ **Caspio** Caspio is a low-code database platform for building online database applications.](https://apiant.ai/connections/caspio) Reviews ## What our customers say ## More from Documenso - [ **Documenso to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/documenso-to-slack) - [ **Documenso to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/documenso-to-erpnext) - [ **Documenso to Resend** Resend is the email API for developers. It's designed for you to build, test, and send transactional and...](https://apiant.ai/connect/documenso-to-resend) - [ **Documenso to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/documenso-to-hubspot) - [ **Documenso to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/documenso-to-salesforce) - [ **Documenso to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/documenso-to-google-sheets) ## More into Caspio - [ **ActiveCampaign to Caspio** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-caspio) - [ **Asana to Caspio** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-caspio) - [ **Airbrake to Caspio** Airbrake collects errors generated by other applications, and aggregates the results for review.](https://apiant.ai/connect/airbrake-to-caspio) - [ **Beanstalk to Caspio** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/beanstalk-to-caspio) - [ **HubSpot to Caspio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-caspio) - [ **Airtable to Caspio** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-caspio) Questions ## Documenso and Caspio, answered ### ### What can start an automation from Documenso? Any of Documenso's 7 triggers in the catalog, including Document Completed, Document Created, Document Opened and Document Rejected. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Caspio when something happens in Documenso? Any of Caspio's 4 actions, including Upload File to Field, Download File from Field, Find Records and Find View Records. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Caspio to Documenso? Caspio has no triggers in the catalog today, so automations start in Documenso. If you need the other direction, ask: your agent reads Caspio's API documentation and adds it. ### ### Do I have to build a connector for Documenso or Caspio? 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 Documenso and Caspio without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Caspio 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.