--- title: "Connect Docupilot and Dub - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add domain\" in Dub, or \"New Commission\" in Dub to \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/docupilot-to-dub" --- # Connect Docupilot and Dub When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add domain** in [Dub](https://apiant.ai/connections/dub), or **New Commission** in Dub to **Create Envelope** in Docupilot. Describe the whole flow and it is built, tested on every scenario and kept running. Docupilot **2** triggers Docupilot **34** actions Dub **9** triggers Dub **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Docupilot and Dub 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 Docupilot and Dub can do together ### From Docupilot to Dub - When **Envelope Completed** in Docupilot then **Add domain** in Dub - When **New Envelope** in Docupilot then **Create Link** in Dub ### From Dub to Docupilot - When **New Commission** in Dub then **Create Envelope** in Docupilot - When **New Lead** in Dub then **Create Envelope Recipient** in Docupilot 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 Docupilot and Dub ## Triggers and actions 11 triggers · 46 actions - 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. - Trigger **Deleted Link** Triggers when a link is deleted. - Trigger **Link Clicked** Triggers when a link is clicked. - Trigger **New Commission** Triggers when a new commission is created. - Trigger **New Lead** Triggers when a new lead is created. - Trigger **New Link** Triggers when a new link is created. - Trigger **New Partner Enrollment** Triggers when a new partner is enrolled in your program. - Trigger **New Sale** Triggers when a new sale is created. - Trigger **Partner Application Submitted** Triggers when a partner submits an application to your program. - Trigger **Updated Link** Triggers when a link is updated. - Action **Add domain** Add a domain to the workspace. - Action **Create Link** Creates a new short link. - Action **Create Tag** Creates a new tag. - Action **Delete domain** Delete a domain by slug. - Action **Delete Link** Deletes a short link. - Action **Delete tag** Delete a tag by id. - Action **List domains** List all domains in the workspace. - Action **List tags** List all tags in the workspace. - Action **Retrieve Link** Retrieve the info for a link. - Action **Update domain** Update a domain by slug. - Action **Update Tag** Updates an existing tag. - Action **Upsert Link** If a link with the same URL already exists, return it (or update it if there are any changes). Otherwise, a new link will be created. ## Each app on its own - [ **Docupilot** Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data...](https://apiant.ai/connections/docupilot) - [ **Dub** Dub is the open-source link management infrastructure for modern marketing teams.](https://apiant.ai/connections/dub) Reviews ## What our customers say ## More from Docupilot - [ **Docupilot to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docupilot-to-hubspot) - [ **Docupilot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docupilot-to-salesforce) - [ **Docupilot to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docupilot-to-gmail) - [ **Docupilot to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docupilot-to-google-calendar) - [ **Docupilot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/docupilot-to-stripe) - [ **Docupilot to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/docupilot-to-shopify) ## More into Dub - [ **Gmail to Dub** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dub) - [ **ActiveCampaign to Dub** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dub) - [ **Asana to Dub** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dub) - [ **ClickUp to Dub** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-dub) - [ **Discord to Dub** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-dub) - [ **Calendly to Dub** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-dub) Questions ## Docupilot and Dub, answered ### ### What can start an automation from Docupilot? Any of Docupilot's 2 triggers in the catalog, including Envelope Completed and New Envelope. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dub when something happens in Docupilot? Any of Dub's 12 actions, including Create Link, Create Tag, Update domain and Update Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dub to Docupilot? Yes. When something happens in Dub, your agent can act in Docupilot too. This page covers both directions: Dub's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Dub? 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 Docupilot and Dub 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.