--- title: "Connect Docupilot and Frihet - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add Invoice\" in Frihet, or \"New Expense\" in Frihet to \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/docupilot-to-frihet" --- # Connect Docupilot and Frihet When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add Invoice** in [Frihet](https://apiant.ai/connections/frihet), or **New Expense** in Frihet 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 Frihet **1** trigger Frihet **37** 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 Frihet 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 Frihet can do together ### From Docupilot to Frihet - When **Envelope Completed** in Docupilot then **Add Invoice** in Frihet - When **New Envelope** in Docupilot then **Send Invoice** in Frihet ### From Frihet to Docupilot - When **New Expense** in Frihet then **Create Envelope** in Docupilot - When **New Expense** in Frihet 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 Frihet ## Triggers and actions 3 triggers · 71 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 Expense** Fires when a new expense is created. Backed by vendor webhook registration. - Action **Add Client** Create a client. - Action **Add Deposit** Create a deposit. - Action **Add Expense** Create an expense. - Action **Add Invoice** Create an invoice. - Action **Add Product** Create a product. - Action **Add Quote** Create a quote. - Action **Add Vendor** Create a vendor. - Action **Apply deposit to invoice** Apply a deposit balance to an invoice. - Action **Delete Client** Delete a client. - Action **Delete Expense** Delete an expense. - Action **Delete Invoice** Delete an invoice. - Action **Delete Product** Delete a product. - Action **Delete Quote** Delete a quote. - Action **Delete Vendor** Delete a vendor. - Action **Get Client** Retrieve a client by id. - Action **Get Deposit** Retrieve a deposit by id. - Action **Get Expense** Retrieve an expense by id. - Action **Get Invoice** Retrieve an invoice by id. - Action **Get Product** Retrieve a product by id. - Action **Get Quote** Retrieve a quote by id. - Action **Get Vendor** Retrieve a vendor by id. - Action **List Clients** List clients. - Action **List Deposits** List deposits. - Action **List Expenses** List expenses. - Action **List Invoices** List invoices. - Action **List Products** List products. - Action **List Quotes** List quotes. - Action **List Vendors** List vendors. - Action **Mark invoice as paid** Mark an invoice as paid. - Action **Send Invoice** Send invoice by email to the client. - Action **Send Quote** Send quote by email to the client. - Action **Update Client** Partial update a client. - Action **Update Expense** Partial update an expense. - Action **Update Invoice** Partial update an invoice. - Action **Update Product** Partial update a product. - Action **Update Quote** Partial update a quote. - Action **Update Vendor** Partial update a vendor. ## 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) - [ **Frihet** Frihet is a Spanish business-management and accounting platform for small companies and freelancers.](https://apiant.ai/connections/frihet) 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 Frihet - [ **ActiveCampaign to Frihet** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-frihet) - [ **Airtable to Frihet** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-frihet) - [ **Asana to Frihet** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-frihet) - [ **ClickUp to Frihet** 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-frihet) - [ **Discord to Frihet** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-frihet) - [ **Freshdesk to Frihet** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-frihet) Questions ## Docupilot and Frihet, 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 Frihet when something happens in Docupilot? Any of Frihet's 37 actions, including Send Invoice, Send Quote, Update Client and Update Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Frihet to Docupilot? Yes. When something happens in Frihet, your agent can act in Docupilot too. This page covers both directions: Frihet's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Frihet? 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 Frihet 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.