--- title: "Connect Docupilot and folk - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Create Deal\" in folk, or \"Company Added\" in folk to \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/docupilot-to-folk" --- # Connect Docupilot and folk When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Create Deal** in [folk](https://apiant.ai/connections/folk), or **Company Added** in folk 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 folk **11** triggers folk **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 folk 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 folk can do together ### From Docupilot to folk - When **Envelope Completed** in Docupilot then **Create Deal** in folk - When **New Envelope** in Docupilot then **Create Note** in folk ### From folk to Docupilot - When **Company Added** in folk then **Create Envelope** in Docupilot - When **Company Custom Field Updated** in folk 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 folk ## Triggers and actions 13 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 **Company Added** Triggers when a new company is created or added to a group. - Trigger **Company Custom Field Updated** Triggers when a company custom field (for example tag, status, text, assignee) is updated. - Trigger **Company Removed** Triggers when a company is deleted from the workspace or removed from a group. - Trigger **Company Updated** Triggers when a company basic field (like name, email or URL) in a group is updated. - Trigger **Deal Added** Fires when a new deal is created. - Trigger **Deal Removed** Fires when a deal is deleted from a pipeline. - Trigger **Deal Updated** Fires when a deal is updated (stage change, field update). - Trigger **Person Added** Triggers when a new person is created or added to a group. - Trigger **Person Custom Field Updated** Triggers when a person custom field (for example tag, status, text, assignee) is updated. - Trigger **Person Removed** Triggers when a person is deleted from the workspace or removed from a group. - Trigger **Person Updated** Triggers when a person basic field (like first name, job title, email or URL) in a group is updated. - Action **Create Company** Creates a company in folk, optionally adding it to a group and setting that group's custom fields. - Action **Create Deal** Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields. - Action **Create Group** Creates a group in folk. A default "All people" table view is added to the group automatically. - Action **Create Note** Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note. - Action **Create Person** Creates a person in folk, optionally adding them to a group and setting that group's custom fields. - Action **Create Reminder** Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule. - Action **Delete Company** Deletes a company from folk by its id. - Action **Delete Person** Deletes a person from folk by their id. This also removes their custom fields, notes and associations. - Action **Find a Company** Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping. - Action **Find a Person** Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping. - Action **Get a Company** Fetches one folk company by id, including its custom field values. - Action **Get a Note** Fetches one folk note by id, with its text, author and the record it is attached to. - Action **Get a Person** Fetches one folk person by id, including their custom field values. - Action **List Groups** Returns the groups in the folk workspace, with each group's id, name and visibility. - Action **Update Company** Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list. - Action **Update Person** Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list. ## 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) - [ **folk** folk is the next generation CRM for teams](https://apiant.ai/connections/folk) 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 folk - [ **Stripe to folk** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-folk) - [ **ActiveCampaign to folk** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-folk) - [ **Airtable to folk** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-folk) - [ **Asana to folk** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-folk) - [ **ClickUp to folk** 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-folk) - [ **Discord to folk** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-folk) Questions ## Docupilot and folk, 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 folk when something happens in Docupilot? Any of folk's 16 actions, including Create Company, Create Deal, Create Group and Create Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from folk to Docupilot? Yes. When something happens in folk, your agent can act in Docupilot too. This page covers both directions: folk's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or folk? 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 folk 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.