Integration
Connect Docupilot and G2 Crowd
When Envelope Completed fires in Docupilot, your agent runs Get Current User in G2 Crowd, or New Review in G2 Crowd 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 G2 Crowd to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 G2 Crowd can do together
From Docupilot to G2 Crowd
When Envelope Completed in Docupilot
then Get Current User in G2 Crowd
From G2 Crowd 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 G2 Crowd
Triggers and actions 4 triggers · 51 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 Review
Triggers when a new review is published for one of your G2 products.
- New Visit Event
Triggers when G2 records new buyer-intent activity (a company researching your product, by day).
- Add Product
Submits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.
- Add Product mapping
Creates a mapping between your own product identifier and a G2 product.
- Find Products
Searches G2 product listings whose name contains the given text.
- Get Category
Returns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.
- Get Current User
Returns the G2 user that owns the API token, with their ID and email.
- Get Product
Returns one G2 product listing, including its name, slug, domain, G2 page URL and review count.
- Get Product ratings
Returns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.
- Get Question
Returns a single G2 review question by its ID, including its title, text, type and whether it is required.
- List Buyer intent
Returns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).
- List Categories
Returns G2 software categories.
- List Competitors
Returns the products G2 lists as competitors of a given product.
- List Discussions
Returns the discussions (community questions) posted about a G2 product, up to 250 per call.
- List Medals
Returns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.
- List Product Features
Returns the features of a G2 product, with ratings, review counts and categories.
- List Product mappings
Returns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.
- List Product Reviews
Returns reviews written about one of your G2 products.
- List Questions
Returns the list of G2 review questions, optionally filtered by created or updated date.
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
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Questions
Docupilot and G2 Crowd, 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 G2 Crowd when something happens in Docupilot?
Any of G2 Crowd's 17 actions, including Add Product, Add Product mapping, Find Products and Get Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from G2 Crowd to Docupilot?
Yes. When something happens in G2 Crowd, your agent can act in Docupilot too. This page covers both directions: G2 Crowd's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or G2 Crowd?
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 G2 Crowd 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.