--- title: "Connect Docupilot and Grist - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Create or Update Record\" in Grist." canonical: "https://apiant.ai/connect/docupilot-to-grist" --- # Connect Docupilot and Grist When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Create or Update Record** in [Grist](https://apiant.ai/connections/grist), or **New or Updated Record** in Grist 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 Grist **4** triggers Grist **21** 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 Grist 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 Grist can do together ### From Docupilot to Grist - When **Envelope Completed** in Docupilot then **Create or Update Record** in Grist - When **New Envelope** in Docupilot then **Create Record** in Grist ### From Grist to Docupilot - When **New or Updated Record** in Grist then **Create Envelope** in Docupilot - When **New Record** in Grist 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 Grist ## Triggers and actions 6 triggers · 55 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 or Updated Record** Triggered when a row in a Grist table is created or updated. - Trigger **New or Updated Record (Instant)** Triggers when a Record is updated, or a new Record is added. - Trigger **New Record** Triggered when a new row is added to a Grist table. - Trigger **New Record (Instant)** Triggers when a new Record is created - Action **Add Column** Adds a column to a table in a Grist document. - Action **Add Table** Creates a new table in a Grist document, optionally with a starting set of columns. - Action **Create Document** Creates a new document in a Grist workspace and returns its document ID. - Action **Create or Update Record** Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID. - Action **Create Record** Adds a new row to a Grist table and returns its row ID. - Action **Create Workspace** Creates a new workspace in a Grist organization and returns its ID. - Action **Delete Document** Deletes a Grist document permanently. - Action **Delete Records** Deletes one or more rows from a Grist table by row ID. - Action **Delete Workspace** Deletes a Grist workspace along with every document inside it. - Action **Find Record** Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values. - Action **Get Document** Returns the details of one Grist document — its name, web address, workspace, and organization. - Action **Get Org** Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level. - Action **Get Workspace** Returns the details of one Grist workspace, including the documents it contains. - Action **List Columns** Returns the columns of a Grist table, with each column's ID, label, and type. - Action **List Orgs** Returns every Grist organization (team site) this connection can reach. - Action **List Tables** Returns the tables in a Grist document. - Action **List Workspaces** Returns the workspaces in a Grist organization, each with the documents it contains. - Action **Run SQL Query** Runs a read-only SELECT statement against a Grist document and returns the rows. - Action **Update Document** Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is. - Action **Update Record** Changes the column values of one row in a Grist table. Columns left blank keep their current values. - Action **Update Workspace** Renames a Grist workspace. ## 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) - [ **Grist** Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data...](https://apiant.ai/connections/grist) 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 Grist - [ **MySQL to Grist** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/mysql-to-grist) - [ **Fillout Forms to Grist** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connect/fillout-forms-to-grist) - [ **Google Tasks to Grist** Google Tasks provides a simple to-do list and task management system integrated into Gmail and Google...](https://apiant.ai/connect/google-tasks-to-grist) - [ **Slack to Grist** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-grist) - [ **Google Calendar to Grist** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-grist) - [ **ActiveCampaign to Grist** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-grist) Questions ## Docupilot and Grist, 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 Grist when something happens in Docupilot? Any of Grist's 21 actions, including Create Document, Create or Update Record, Create Record and Create Workspace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Grist to Docupilot? Yes. When something happens in Grist, your agent can act in Docupilot too. This page covers both directions: Grist's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Grist? 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 Grist 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.