--- title: "Connect Docupilot and Files.com - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add User to Group\" in Files.com." canonical: "https://apiant.ai/connect/docupilot-to-files-com" --- # Connect Docupilot and Files.com When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add User to Group** in [Files.com](https://apiant.ai/connections/files-com), or **Automation Run Completed** in Files.com 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 Files.com **7** triggers Files.com **16** 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 Files.com 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 Files.com can do together ### From Docupilot to Files.com - When **Envelope Completed** in Docupilot then **Add User to Group** in Files.com - When **New Envelope** in Docupilot then **Update User** in Files.com ### From Files.com to Docupilot - When **Automation Run Completed** in Files.com then **Create Envelope** in Docupilot - When **Group Created** in Files.com 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 Files.com ## Triggers and actions 9 triggers · 50 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 **Automation Run Completed** Triggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes. - Trigger **File Deleted** Triggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it. - Trigger **Group Created** Triggered when a new group is created in Files.com. Reports the group's name, members and login permissions. - Trigger **New File or Folder Created** Triggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it. - Trigger **New File Uploaded** Triggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time. - Trigger **Share Link Created** Triggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires. - Trigger **User Created** Triggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions. - Action **Add User to Group** Adds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username. - Action **Copy File** Copies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background. - Action **Create Folder** Creates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details. - Action **Create Group** Creates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID. - Action **Create Share Link** Creates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address. - Action **Delete File** Deletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option. - Action **Delete Folder** Deletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it. - Action **Delete Group** Deletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed. - Action **Delete User** Deletes a user from Files.com by their ID, removing their access to the site. - Action **Download File** Gets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file. - Action **List Folder Contents** Lists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time. - Action **Move File** Moves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards. - Action **Remove User from Group** Removes a user from a Files.com group. Looks up the membership for the group and user you name, then removes it. - Action **Run Automation** Starts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background. - Action **Update User** Updates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values. - Action **Upload File** Uploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size. ## 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) - [ **Files.com** Files.com is Smart Cloud Storage for modern teams.](https://apiant.ai/connections/files-com) 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 Files.com - [ **ActiveCampaign to Files.com** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-files-com) - [ **Airtable to Files.com** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-files-com) - [ **Asana to Files.com** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-files-com) - [ **ClickUp to Files.com** 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-files-com) - [ **Discord to Files.com** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-files-com) - [ **Brevo to Files.com** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-files-com) Questions ## Docupilot and Files.com, 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 Files.com when something happens in Docupilot? Any of Files.com's 16 actions, including Create Folder, Create Group, Create Share Link and Update User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Files.com to Docupilot? Yes. When something happens in Files.com, your agent can act in Docupilot too. This page covers both directions: Files.com's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Files.com? 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 Files.com 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.