Integration
Connect Docupilot and GSMtasks
When Envelope Completed fires in Docupilot, your agent runs Add contact address in GSMtasks, or New task event in GSMtasks 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 GSMtasks to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 GSMtasks can do together
From Docupilot to GSMtasks
When Envelope Completed in Docupilot
then Add contact address in GSMtasks
When New Envelope in Docupilot
then Add task in GSMtasks
From GSMtasks to Docupilot
When New task event in GSMtasks
then Create Envelope in Docupilot
When New task event in GSMtasks
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 GSMtasks
Triggers and actions 3 triggers · 42 actions
Trigger
Envelope CompletedTriggers when all recipients finish signing an envelope.
Trigger
New EnvelopeTriggers when a new e-signature envelope is created.
Action
Cancel EnvelopeCancel an in-progress e-signature envelope.
Action
Convert DocumentConvert a document to another format.
Action
Copy TemplateDuplicate a template including its preferences and deliveries.
Action
Create EnvelopeCreate a new e-signature envelope.
Action
Create Envelope RecipientAdd a recipient to an e-signature envelope.
Action
Create FolderCreate a new folder.
Action
Create TemplateCreate a new document template.
Action
Create Template DeliveryConfigure a new delivery on a template.
Action
Create Template Merge LinkCreate a shareable link that generates a document from a template.
Action
Delete FolderDelete a folder.
Action
Delete TemplateMove a template to the trash.
Action
Get Bulk Generation TaskRetrieve a single bulk document-generation task.
Action
Get Envelope DetailsRetrieve the details of an e-signature envelope.
Action
Get Envelope ResponsesRetrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing LinkRetrieve the signing link for an envelope.
Action
Get TemplateRetrieve a single template by its id.
Action
Get Template SchemaRetrieve a template's merge-field schema.
Action
List Bulk Generation TasksList bulk document-generation tasks for a template.
Action
List Document HistoryList previously generated documents.
Action
List Envelope RecipientsList the recipients of an e-signature envelope.
Action
List EnvelopesList e-signature envelopes.
Action
List FoldersList the folders in the Docupilot account.
Action
List Template DeliveriesList the deliveries configured on a template.
Action
List TemplatesList the templates in the Docupilot account.
Action
Merge DocumentsAppend and merge multiple documents into one.
Action
Place Signature FieldsPlace 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 DeliveryRetry a failed document delivery.
Action
Send EnvelopeSend an e-signature envelope to its recipients.
Action
Send Envelope ReminderSend a signing reminder to an envelope's signers.
Action
Transform PDFApply a transformation to a PDF document.
Action
Trigger Bulk GenerationStart a prepared bulk document-generation task.
Action
Update FolderUpdate a folder's details.
Action
Update TemplateUpdate an existing template's settings.
Action
Upload CSV for Bulk GenerationUpload a CSV to start a bulk document-generation task for a template.
Trigger
New task eventTriggers when a new event is recorded on a task, such as creation, assignment, acceptance, completion, failure or cancellation.
Action
Add clientCreates a new client in your GSMtasks account.
Action
Add contact addressCreates a contact address (a saved contact with its address) in GSMtasks.
Action
Add taskCreates a new task in GSMtasks with its address, contact, time window and assignment details.
Action
Assign taskAssigns a GSMtasks task to a worker, optionally with notes and the location where the assignment happened.
Action
Cancel taskCancels a GSMtasks task, optionally recording a note and the location where it was cancelled.
Action
Complete taskMarks a GSMtasks task as completed, optionally with completion notes and the location where it was completed.
Action
Get contact addressReturns a single contact address, with its address and contact details.
Action
Update taskUpdates an existing GSMtasks task, changing only the details you fill in such as its address, contact, schedule, assignee or description.
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
More from Docupilot
Docupilot to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Docupilot to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Docupilot to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Docupilot to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Docupilot to StripeStripe is a payment processing platform for online businesses.
Docupilot to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into GSMtasks
Google Sheets to GSMtasksGoogle Sheets
Gmail to GSMtasksGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to GSMtasksGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to GSMtasksGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to GSMtasksActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to GSMtasksOrganize anything with Airtable, a modern database created for everyone.
Questions
Docupilot and GSMtasks, 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 GSMtasks when something happens in Docupilot?
Any of GSMtasks's 8 actions, including Update task, Add client, Add contact address and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from GSMtasks to Docupilot?
Yes. When something happens in GSMtasks, your agent can act in Docupilot too. This page covers both directions: GSMtasks's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or GSMtasks?
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.