Integration
Connect Docupilot and Fluent Support
When Envelope Completed fires in Docupilot, your agent runs Add Tag to Ticket in Fluent Support, or New Customer in Fluent Support to Create Envelope in Docupilot. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Docupilot and Fluent Support to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Docupilot and Fluent Support can do together
From Docupilot to Fluent Support
When Envelope Completed in Docupilot
then Add Tag to Ticket in Fluent Support
From Fluent Support to 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 Fluent Support
Triggers and actions 4 triggers · 44 actions
- Envelope Completed
Triggers when all recipients finish signing an envelope.
- New Envelope
Triggers when a new e-signature envelope is created.
- Cancel Envelope
Cancel an in-progress e-signature envelope.
- Convert Document
Convert a document to another format.
- Copy Template
Duplicate a template including its preferences and deliveries.
- Create Envelope
Create a new e-signature envelope.
- Create Envelope Recipient
Add a recipient to an e-signature envelope.
- Create Folder
Create a new folder.
- Create Template
Create a new document template.
- Create Template Delivery
Configure a new delivery on a template.
- Create Template Merge Link
Create a shareable link that generates a document from a template.
- Delete Folder
Delete a folder.
- Delete Template
Move a template to the trash.
- Get Bulk Generation Task
Retrieve a single bulk document-generation task.
- Get Envelope Details
Retrieve the details of an e-signature envelope.
- Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
- Get Envelope Signing Link
Retrieve the signing link for an envelope.
- Get Template
Retrieve a single template by its id.
- Get Template Schema
Retrieve a template's merge-field schema.
- List Bulk Generation Tasks
List bulk document-generation tasks for a template.
- List Document History
List previously generated documents.
- List Envelope Recipients
List the recipients of an e-signature envelope.
- List Envelopes
List e-signature envelopes.
- List Folders
List the folders in the Docupilot account.
- List Template Deliveries
List the deliveries configured on a template.
- List Templates
List the templates in the Docupilot account.
- Merge Documents
Append and merge multiple documents into one.
- 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.
- Retry Document Delivery
Retry a failed document delivery.
- Send Envelope
Send an e-signature envelope to its recipients.
- Send Envelope Reminder
Send a signing reminder to an envelope's signers.
- Transform PDF
Apply a transformation to a PDF document.
- Trigger Bulk Generation
Start a prepared bulk document-generation task.
- Update Folder
Update a folder's details.
- Update Template
Update an existing template's settings.
- Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.
- New Customer
Triggers when a new customer is added in Fluent Support.
- New Ticket
Triggers when a new support ticket is created in Fluent Support.
- Add Tag to Ticket
Adds an existing tag to a Fluent Support ticket.
- Close Ticket
Closes a Fluent Support ticket.
- Create Customer
Creates a new customer in Fluent Support with their name, email, contact details and an optional note.
- Create Ticket
Creates a new support ticket in Fluent Support for an existing customer.
- Get Ticket
Returns a Fluent Support ticket with its customer, responses and details.
- List Customers
Returns the customers in your Fluent Support help desk, optionally filtered by a search term.
- List Tickets
Returns support tickets from Fluent Support, optionally matching a search term.
- Reopen Ticket
Reopens a closed Fluent Support ticket.
- Reply to Ticket
Adds an agent reply or internal note to a Fluent Support ticket, optionally closing the ticket.
- Update Ticket
Updates one property of a ticket — its priority, customer priority, assigned agent or product.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Docupilot
Docupilot to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Docupilot to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Docupilot to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Docupilot to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Docupilot to StripeStripe is a payment processing platform for online businesses.
Docupilot to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Fluent Support
NoteForms to Fluent SupportCreate beautiful forms to fill your Notion databases.
ActiveCampaign to Fluent SupportActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Fluent SupportOrganize anything with Airtable, a modern database created for everyone.
Asana to Fluent SupportAsana is a collaborative information manager for workspace.
ClickUp to Fluent SupportClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to Fluent SupportDiscord is an all-in-one voice and text chat for gamers.
Questions
Docupilot and Fluent Support, 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 Fluent Support when something happens in Docupilot?
Any of Fluent Support's 10 actions, including Create Customer, Create Ticket, Update Ticket and Add Tag to Ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fluent Support to Docupilot?
Yes. When something happens in Fluent Support, your agent can act in Docupilot too. This page covers both directions: Fluent Support's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Fluent Support?
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.
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.