--- title: "Connect Docupilot and EasyBroker - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Create Contact Request\" in EasyBroker." canonical: "https://apiant.ai/connect/docupilot-to-easybroker" --- # Connect Docupilot and EasyBroker When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Create Contact Request** in [EasyBroker](https://apiant.ai/connections/easybroker), or **New Contact** in EasyBroker 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 EasyBroker **3** triggers EasyBroker **10** 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 EasyBroker 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 EasyBroker can do together ### From Docupilot to EasyBroker - When **Envelope Completed** in Docupilot then **Create Contact Request** in EasyBroker - When **New Envelope** in Docupilot then **Update contact** in EasyBroker ### From EasyBroker to Docupilot - When **New Contact** in EasyBroker then **Create Envelope** in Docupilot - When **New Contact Request** in EasyBroker 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 EasyBroker ## Triggers and actions 5 triggers · 44 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 **New Contact** Triggered when a new contact is created in your EasyBroker organization. - Trigger **New Contact Request** Triggers when a new contact request is received in EasyBroker, optionally only for one property. - Trigger **New property** Triggered when a new property is added to your EasyBroker account, optionally limited to the types, statuses, prices and sizes you choose. - Action **Add property** Creates a new property listing in your EasyBroker account, which is then published to your connected apps. - Action **Create Contact Request** Creates or updates a lead in EasyBroker, optionally interested in a given property. - Action **Get Contact** Returns the full details of a contact in your EasyBroker account, including emails, phones, addresses, tags, status and assigned agent. - Action **Get Contact Requests** Returns the contact requests (leads) in your EasyBroker account, optionally limited to a date range or a single property. - Action **Get Property** Returns the full details of a property in your EasyBroker account, including location, operations and prices, images, features and agent. - Action **List collaborations** Returns the agencies, groups and associations your EasyBroker organization collaborates with. - Action **List contacts** Returns the contacts in your EasyBroker organization, optionally filtered by dates, status, probability, tag, agent, office or source. - Action **List properties** Returns the properties in your EasyBroker organization, optionally filtered by type, status, operation, price, size and update date. - Action **List users** Returns the active users (agents) in your EasyBroker organization. - Action **Update contact** Updates an existing EasyBroker contact and returns the updated record. Only the fields you fill in are changed. ## 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) - [ **EasyBroker** The EasyBroker integration allows you to access your company's properties, register or check potential...](https://apiant.ai/connections/easybroker) 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 EasyBroker - [ **ActiveCampaign to EasyBroker** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-easybroker) - [ **Airtable to EasyBroker** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-easybroker) - [ **Asana to EasyBroker** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-easybroker) - [ **ClickUp to EasyBroker** 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-easybroker) - [ **Discord to EasyBroker** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-easybroker) - [ **Brevo to EasyBroker** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-easybroker) Questions ## Docupilot and EasyBroker, 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 EasyBroker when something happens in Docupilot? Any of EasyBroker's 10 actions, including Create Contact Request, Update contact, Add property and Get Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EasyBroker to Docupilot? Yes. When something happens in EasyBroker, your agent can act in Docupilot too. This page covers both directions: EasyBroker's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or EasyBroker? 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 EasyBroker 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.