--- title: "Connect Docupilot and Kiwili - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Create Contact\" in Kiwili." canonical: "https://apiant.ai/connect/docupilot-to-kiwili" --- # Connect Docupilot and Kiwili When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Create Contact** in [Kiwili](https://apiant.ai/connections/kiwili), or **Accounting Code Created** in Kiwili 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 Kiwili **42** triggers Kiwili **73** 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 Kiwili 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 Kiwili can do together ### From Docupilot to Kiwili - When **Envelope Completed** in Docupilot then **Create Contact** in Kiwili - When **New Envelope** in Docupilot then **Create Invoice** in Kiwili ### From Kiwili to Docupilot - When **Accounting Code Created** in Kiwili then **Create Envelope** in Docupilot - When **Accounting Code Updated** in Kiwili 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 Kiwili ## Triggers and actions 44 triggers · 107 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 **Accounting Code Created** Triggers when a new Accounting Code is created. - Trigger **Accounting Code Deleted** Triggers when an Accounting Code is deleted. - Trigger **Accounting Code Updated** Triggers when an Accounting Code is updated. - Trigger **Bank Account Created** Triggers when a new Bank Account is created. - Trigger **Bank Account Deleted** Triggers when a Bank Account is deleted. - Trigger **Contact Created** Triggers when a new Contact is created. - Trigger **Contact Deleted** Triggers when a Contact is deleted. - Trigger **Contact Updated** Triggers when a Contact is updated. - Trigger **Enterprise Created** Triggers when an Enterprise is created. - Trigger **Enterprise Deleted** Triggers when an Enterprise is deleted. - Trigger **Enterprise Updated** Triggers when an Enterprise is updated. - Trigger **Expense Account Created** Triggers when an Expense Account is created. - Trigger **Expense Account Deleted** Triggers when an Expense Account is deleted. - Trigger **Expense Account Updated** Triggers when an Expense Account is updated. - Trigger **Invoice Created** Triggers when an Invoice is created. - Trigger **Invoice Deleted** Triggers when an Invoice is deleted. - Trigger **Invoice Payment Created** Triggers when an Invoice Payment is created. - Trigger **Invoice Payment Updated** Triggers when an Invoice Payment is updated. - Trigger **Invoice Updated** Triggers when an Invoice is updated. - Trigger **Payment Type Created** Triggers when a new Payment Type is created. - Trigger **Payment Type Deleted** Triggers when a Payment Type is deleted. - Trigger **Payment Type Updated** Triggers when a Payment Type is updated. - Trigger **Product Created** Triggers when an Product is created. - Trigger **Product Deleted** Triggers when an Product is deleted. - Trigger **Product Updated** Triggers when an Product is updated. - Trigger **Project Created** Triggers when a Project is created. - Trigger **Project Deleted** Triggers when a Project is deleted. - Trigger **Project Step Deleted** Triggers when a project step is deleted. - Trigger **Project Updated** Triggers when a Project is updated. - Trigger **Service Created** Triggers when a Service is created. - Trigger **Service Deleted** Triggers when a Service is deleted. - Trigger **Service Updated** Triggers when a Service is updated. - Trigger **Sprint Created** Triggers when a Sprint is created. - Trigger **Sprint Updated** Triggers when a Sprint is updated. - Trigger **Task Created** Triggers when a Task is created. - Trigger **Task Updated** Triggers when a Task is updated. - Trigger **Tax Profile Created** Triggers when an Tax Profile is created. - Trigger **Tax Profile Deleted** Triggers when an Tax Profile is deleted. - Trigger **Tax Profile Updated** Triggers when an Tax Profile is updated. - Trigger **Time Entry Created** Triggers when a Time Entry is created. - Trigger **Time Entry Deleted** Triggers when a Time Entry is deleted. - Trigger **Time Entry Updated** Triggers when a Time Entry is updated. - Action **Create Accounting Code** Creates a new accounting code in Kiwili's chart of accounts, with its code number, description, accounting class and tax reclaim percentage. - Action **Create Bank Account** Creates a new bank account in Kiwili with its name, currency and optional banking details. - Action **Create Contact** Creates a new contact under an enterprise (client company) in Kiwili. - Action **Create Enterprise** Creates a new enterprise (client, prospect or provider company) in Kiwili and returns the created enterprise record. - Action **Create Expense Account** Creates a new expense account in Kiwili, used to categorize expenses with a default price, tax profile and accounting code. - Action **Create Invoice** Creates a new invoice for a client enterprise in Kiwili, with one or more product or service lines. - Action **Create Invoice Payment** Records a payment against an existing invoice in Kiwili, with its amount, date, payment type and bank account. - Action **Create Payment Type** Creates a new payment type in Kiwili. - Action **Create Product** Creates a new product in Kiwili, with its price, identifiers, tax profile, accounting code, inventory and resale settings. - Action **Create Project** Creates a new project in Kiwili for an enterprise (client), with optional billing type, budget, rate, team and services. - Action **Create Project Step** Creates a new step (phase) within a Kiwili project, with optional budget, dates, administrator and team allocation. - Action **Create Service** Creates a new service in Kiwili, with its name, rate, category, tax profile and accounting code. - Action **Create Sprint** Creates a new sprint in Kiwili with its dates, administrator and optional resources. - Action **Create Task** Creates a new task in Kiwili, optionally linked to a project, client, sprint or service and assigned to a user. - Action **Create Tax Profile** Creates a new tax profile in Kiwili, with up to two tax rates, their labels and registration numbers. - Action **Create Time Entry** Creates a time entry in Kiwili, logging hours worked by a user on a project step and service. - Action **Delete Accounting Code** Deletes an accounting code from your Kiwili account. Only accounting codes that are not in use can be deleted. - Action **Delete Bank Account** Deletes a bank account from Kiwili. Only bank accounts that are not used anywhere can be deleted. - Action **Delete Contact** Deletes a contact from your Kiwili account. - Action **Delete Enterprise** Deletes an enterprise (company client) from Kiwili. Only enterprises that are not in use can be deleted. - Action **Delete ExpenseAccount** Deletes an unused expense account in Kiwili. - Action **Delete Invoice** Deletes an invoice in Kiwili. Only invoices still in Draft status can be deleted. - Action **Delete Payment Type** Deletes a payment type from your Kiwili account. Only payment types not used by any payment can be deleted. - Action **Delete Product** Deletes a product from your Kiwili account. Only products that are not used on any document can be deleted. - Action **Delete Project** Deletes a project in Kiwili. Only projects that are not in use can be deleted. - Action **Delete Project Step** Deletes a project step in Kiwili. Only steps that are not in use can be deleted. - Action **Delete Service** Deletes a service from your Kiwili account. Only services not used on any document can be deleted. - Action **Delete Tax Profile** Deletes a tax profile from your Kiwili account. Only tax profiles that are not in use can be deleted. - Action **Delete Time Entry** Deletes a time entry from your Kiwili account. - Action **Find Accounting Code** Returns the accounting codes that match the search text or filters you specify, such as code, description or accounting class. - Action **Find Bank Account** Returns the Kiwili bank accounts that match the search text or the filters you supply, such as name, currency, account number or accounting code. - Action **Find Enterprise** Searches the enterprises (companies and clients) in your Kiwili account by name, email, code or any other property and returns the ones that match. - Action **Find ExpenseAccount** Searches the expense accounts in your Kiwili account by text, name, category, tax profile, price or other criteria and returns the matching expense accounts. - Action **Find Payment Type** Returns the payment types in your Kiwili account that match a name, search text or id range. - Action **Find Product** Returns the products in your Kiwili account that match the search text or filters you supply, such as name, SKU, UPC, category or price range. - Action **Find Project** Searches Kiwili projects by name, code, client, contact or other project details and returns the matching projects. - Action **Find Project Step** Searches the project steps in your Kiwili account by text, project, name, dates, budget or completion, and returns the matching steps. - Action **Find Service** Searches the services in your Kiwili account by text, name, number, category, rate and other criteria, and returns the matching services. - Action **Find Sprint** Searches the sprints in your Kiwili account by text, name, dates, administrator or other criteria and returns the matching sprints. - Action **Find Task** Returns the tasks that match the search text or the filters you choose, such as summary, project, assignee, status or due date. - Action **Find TaxProfile** Finds tax profiles in Kiwili by search text, description, tax labels, numbers or rates, and returns the matching tax profiles. - Action **Get Accounting Code** Returns one accounting code from your Kiwili chart of accounts by its id, including its code number, description, accounting class and tax reclaim percentage. - Action **Get Bank Account** Returns a single bank account from your Kiwili account by its ID, including its name, currency, account numbers and accounting code. - Action **Get Contact** Returns a single Kiwili contact by its ID, including name, email, phone numbers, address and the enterprise it belongs to. - Action **Get Enterprise** Returns a Kiwili enterprise (client, prospect or provider company) by its id, with its address, contact details and billing settings. - Action **Get ExpenseAccount** Returns a single expense account from Kiwili, including its name, description, default price, category, tax profile and accounting code. - Action **Get Invoice** Returns a single Kiwili invoice by its id, including its lines, totals, balance, status and payment details. - Action **Get InvoicePayment** Returns a single invoice payment from Kiwili by its id, including the amount, payment date, invoice and bank account it belongs to. - Action **Get Payment Type** Returns a single payment type (such as cash, cheque or credit card) by its id. - Action **Get Product** Returns a single product from Kiwili by its id, including its price, SKU, category, tax profile and inventory settings. - Action **Get Project** Returns a single Kiwili project by its ID, including its client, billing type, budget, team and services. - Action **Get Project Step** Returns a single project step (phase) of a Kiwili project by its ID, including its dates, budget, completion and team. - Action **Get Service** Returns a single Kiwili service by its id, including its name, number, rate, category, tax profile and accounting code. - Action **Get Sprint** Returns a single Kiwili sprint by its id, including its dates, administrator and assigned resources. - Action **Get Task** Returns a single Kiwili task by its id, including its summary, status, priority, dates, assignee and linked project, sprint and enterprise. - Action **Get TaxProfile** Returns a single Kiwili tax profile by its id, including its tax rates, labels and tax numbers. - Action **Get Time Entry** Returns a single time entry by its id, including date, hours, start and end times, user, project, service and billing status. - Action **Update Accounting Code** Updates an existing accounting code in Kiwili, changing its code number, description, accounting class or tax reclaim percentage. Fields left blank keep their current values. - Action **Update Bank Account** Updates an existing bank account in Kiwili, such as its name, description, currency, account numbers, credit limit or active status. - Action **Update Contact** Updates an existing contact in Kiwili, such as their name, email, phone, address or enterprise. Fields left blank are not changed. - Action **Update Enterprise** Updates an existing enterprise (client, prospect or provider company) in Kiwili. Only the fields you fill in are changed. - Action **Update ExpenseAccount** Updates an existing expense account in Kiwili, such as its name, description, default price, category, tax profile or accounting code. - Action **Update Invoice** Updates an existing invoice in Kiwili, including its client, dates, lines, taxes and status. Returns the updated invoice. - Action **Update InvoicePayment** Updates an existing invoice payment in Kiwili, such as its amount, date, payment type or bank account. - Action **Update Payment Type** Updates the name of an existing payment type in Kiwili. - Action **Update Product** Updates an existing product in Kiwili, changing only the details you provide, and returns the updated product. - Action **Update Project** Updates an existing project in Kiwili, such as its name, client, billing type, budget, rate or team, and returns the updated project. - Action **Update Project Step** Updates an existing project step in Kiwili, such as its name, dates, budget, progress or assigned team, and returns the updated step. - Action **Update Service** Updates an existing service in Kiwili, such as its name, rate, category, tax profile or billable status. - Action **Update Sprint** Updates an existing sprint in Kiwili, including its name, dates, administrator, status and assigned resources. - Action **Update Task** Updates an existing task in Kiwili, such as its summary, assignee, dates, priority or status. - Action **Update TaxProfile** Updates an existing tax profile in Kiwili, such as its description, tax rates, labels and registration numbers. Kiwili only allows the rates of tax profiles that are not yet in use to be changed. - Action **Update Time Entry** Updates an existing time entry in Kiwili, such as its date, hours, project, service or billing status. ## 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) - [ **Kiwili** ERP & online account management software for your small business](https://apiant.ai/connections/kiwili) 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 Kiwili - [ **HubSpot to Kiwili** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kiwili) - [ **Google Sheets to Kiwili** Google Sheets](https://apiant.ai/connect/google-sheets-to-kiwili) - [ **Gmail to Kiwili** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kiwili) - [ **Google Calendar to Kiwili** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kiwili) - [ **Google Drive to Kiwili** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-kiwili) - [ **ActiveCampaign to Kiwili** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-kiwili) Questions ## Docupilot and Kiwili, 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 Kiwili when something happens in Docupilot? Any of Kiwili's 73 actions, including Create Accounting Code, Create Bank Account, Create Contact and Create Enterprise. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kiwili to Docupilot? Yes. When something happens in Kiwili, your agent can act in Docupilot too. This page covers both directions: Kiwili's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Kiwili? 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 Kiwili 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.