# Connect Docupilot and GitHub When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add Labels to Issue** in [GitHub](https://apiant.ai/connections/github), or **New Branch** in GitHub 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 GitHub **15** triggers GitHub **19** 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 GitHub to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 GitHub can do together ### From Docupilot to GitHub - When **Envelope Completed** in Docupilot then **Add Labels to Issue** in GitHub - When **New Envelope** in Docupilot then **Create Issue** in GitHub ### From GitHub to Docupilot - When **New Branch** in GitHub then **Create Envelope** in Docupilot - When **New Collaborator** in GitHub 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 GitHub ## Triggers and actions 17 triggers · 53 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 **Issue Closed** Triggers when an issue in a repository is closed. - Trigger **New Branch** Triggers when a new branch is created in a GitHub repository. - Trigger **New Collaborator** Triggers when a new collaborator is added to a GitHub repository. - Trigger **New Commit** Triggers when a new commit is pushed to a GitHub repository's default branch. - Trigger **New Commit Comment** Triggers when someone comments on a commit in a repository. - Trigger **New Gist** Triggers when you create a new gist on GitHub. - Trigger **New Global Event** Triggers when a new public event happens anywhere on GitHub, such as a push, fork, or new issue. - Trigger **New Issue** Triggers when a new issue is created in a repository. - Trigger **New Label** Triggers when a new label is added to a GitHub repository. - Trigger **New Milestone** Triggers when a new milestone is created in a repository. - Trigger **New Pull Request** Triggers when a new pull request is opened in a repository. - Trigger **New Release** Triggers when a new release is published in a GitHub repository. - Trigger **New Repo Event** Triggers when new activity (pushes, issues, pull requests, releases and more) happens in a GitHub repository. - Trigger **New Repository** Triggers when a new public repository appears under a GitHub user or organization. - Trigger **New Watcher** Triggers when someone starts watching a repository. - Action **Add Labels to Issue** Adds labels to an issue or pull request in a GitHub repository, keeping its existing labels. - Action **Check Organization Membership** Checks whether a GitHub user is a member of an organization and returns true or false. - Action **Create Branch** Creates a new branch in a repository, starting from the commit you choose. - Action **Create Comment** Adds a comment to an issue or pull request in a GitHub repository. - Action **Create Gist** Creates a new gist with one file on the connected GitHub account. - Action **Create Issue** Creates a new issue in a GitHub repository. - Action **Create or Update File** Creates a new file in a repository, or replaces an existing file's contents, as a commit. - Action **Create Pull Request** Opens a pull request asking to merge one branch into another. - Action **Delete Branch** Deletes a branch from a repository. Any open pull request from that branch is closed. - Action **Find Branch** Finds a branch in a GitHub repository by name and returns its latest commit and protection status. - Action **Find Issue** Finds an issue in a GitHub repository by its number and returns its title, body, state, author and labels. - Action **Find Organization** Finds a GitHub organization by its login and returns its profile details. - Action **Find Pull Request** Finds a pull request in a GitHub repository by its number and returns its title, state, branches and merge status. - Action **Find Repository** Returns a GitHub repository by its owner and name, including its description, visibility, default branch and counts. - Action **Find User** Finds a GitHub user by username and returns their public profile. - Action **Get File Contents** Returns a file from a GitHub repository, with its base64-encoded content, at the default branch or a chosen branch, tag or commit. - Action **Submit Review** Submits a review on a pull request: approve it, request changes, or leave a review comment. - Action **Update Issue** Updates an existing issue in a GitHub repository, such as its title, text, state, labels or assignees. - Action **Update Pull Request** Changes a pull request's title, description, target branch, or open/closed state. ## 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) - [ **GitHub** GitHub is the perfect place to share code and work collaboratively on private and open source software.](https://apiant.ai/connections/github) 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 GitHub - [ **ActiveCampaign to GitHub** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-github) - [ **Airtable to GitHub** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-github) - [ **Asana to GitHub** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-github) - [ **ClickUp to GitHub** 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-github) - [ **Discord to GitHub** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-github) - [ **Freshdesk to GitHub** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-github) Questions ## Docupilot and GitHub, 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 GitHub when something happens in Docupilot? Any of GitHub's 19 actions, including Create Branch, Create Comment, Create Gist and Create Issue. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GitHub to Docupilot? Yes. When something happens in GitHub, your agent can act in Docupilot too. This page covers both directions: GitHub's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or GitHub? 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.