--- title: "Connect Documenso to intelliHR - APIANT.ai" description: "When \"Document Completed\" fires in Documenso, your agent runs \"Upload Person Document\" in intelliHR." canonical: "https://apiant.ai/connect/documenso-to-intellihr" --- # Connect Documenso to intelliHR When **Document Completed** fires in [Documenso](https://apiant.ai/connections/documenso), your agent runs **Upload Person Document** in [intelliHR](https://apiant.ai/connections/intellihr). Describe the whole flow and it is built, tested on every scenario and kept running. Documenso **7** triggers intelliHR **13** 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 intelliHR 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 intelliHR - When **Document Completed** in Documenso then **Upload Person Document** in intelliHR - When **Document Created** in Documenso then **Create User** in intelliHR 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 intelliHR ## Triggers and actions 7 triggers · 13 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. - Action **Create Business Unit** Creates a new business unit in intelliHR and returns the created business unit, including its custom field values. - Action **Create Training** Creates a training record for a person in intelliHR, with its provider, type, status, cost, hours and completion date. - Action **Create User** Creates a login user for an existing person who does not already have one, and returns the new user. - Action **Find Job** Finds jobs matching the person, email, employee number, job title, status or other criteria you supply. - Action **Find Person** Finds people in intelliHR matching a name, primary email address, employee number, intelliHR ID or job, and returns the matching people with their details. - Action **Get job** Returns a single job by its ID, including its person, position, location, business unit, remuneration schedule and custom fields. - Action **Get person** Returns a single person record from intelliHR, including contact details, jobs and custom field values. - Action **List jobs** Returns jobs in intelliHR as at the current date, optionally filtered by person, job name, status, work type and more. - Action **List people** Returns the people in your intelliHR account, optionally filtered by job, email, employee number, name, recent updates or extended-leave status. - Action **Set Job End Date** Sets the end date on a job and, unless told not to, finalises the job's termination with a turnover type and reason. - Action **Update Business Unit** Updates an existing business unit's name, code, notes, parent, enabled status and custom field values. - Action **Update User** Updates an existing intelliHR user account — enable or disable sign-in, change the username, set when full access begins, or issue onboarding. - Action **Upload Person Document** Uploads a file to a person's documents in intelliHR and marks the upload as successful. Returns the new document's id, filename and upload status. ## Each app on its own - [ **Documenso** Documenso is an open-source digital signing platform.](https://apiant.ai/connections/documenso) - [ **intelliHR** All-in-one people management system with configurable HR automation and analytics](https://apiant.ai/connections/intellihr) 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 intelliHR - [ **HubSpot to intelliHR** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-intellihr) - [ **Salesforce to intelliHR** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-intellihr) - [ **Slack to intelliHR** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-intellihr) - [ **Google Sheets to intelliHR** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-intellihr) - [ **Gmail to intelliHR** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-intellihr) - [ **Google Calendar to intelliHR** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-intellihr) Questions ## Documenso and intelliHR, 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 intelliHR when something happens in Documenso? Any of intelliHR's 13 actions, including Create Business Unit, Create Training, Create User and Update Business Unit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from intelliHR to Documenso? intelliHR has no triggers in the catalog today, so automations start in Documenso. If you need the other direction, ask: your agent reads intelliHR's API documentation and adds it. ### ### Do I have to build a connector for Documenso or intelliHR? 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 intelliHR without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in intelliHR 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.