--- title: "Connect Docupilot and Linkkit - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add list\" in Linkkit." canonical: "https://apiant.ai/connect/docupilot-to-linkkit" --- # Connect Docupilot and Linkkit When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add list** in [Linkkit](https://apiant.ai/connections/linkkit), or **Link Updated** in Linkkit to **Create Template Merge Link** in Docupilot. Describe the whole flow and it is built, tested on every scenario and kept running. Docupilot **2** triggers Docupilot **34** actions Linkkit **1** trigger Linkkit **14** 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 Linkkit 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 Linkkit can do together ### From Docupilot to Linkkit - When **Envelope Completed** in Docupilot then **Add list** in Linkkit - When **New Envelope** in Docupilot then **Add QR code** in Linkkit ### From Linkkit to Docupilot - When **Link Updated** in Linkkit then **Create Template Merge Link** in Docupilot - When **Link Updated** in Linkkit then **Create Envelope** 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 Linkkit ## Triggers and actions 3 triggers · 48 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 **Link Updated** Triggers when an existing Linkkit link is updated, including destination, slug, domain, status and metadata changes. - Action **Add list** Creates a new list in Linkkit for organizing your short links. - Action **Add QR code** Creates a QR code in Linkkit that points to the URL you give it, with an optional name, color and logo. - Action **Add tag** Creates a new tag in Linkkit that can be applied to short links. - Action **Add UTM template** Creates a UTM template in Linkkit with a name and the UTM source, medium, campaign, term, content and ref values to apply to links. - Action **Create Link** Creates a new short link pointing at a destination URL, optionally with a title, notes, expiration date and list. - Action **Delete Link** Deletes a short link by its short code. - Action **Find Link** Returns the short links whose destination URL or title contains the search text, optionally narrowed to one list or to active/inactive links. - Action **List link clicks** Returns the click events recorded for one short link, with the time, country, city, device, browser, operating system and referrer of each click. - Action **List lists** Returns all lists in your Linkkit account, ordered by name. - Action **List QR codes** Returns all QR codes in your Linkkit account, with each code's destination URL, name, color and logo settings. - Action **List tags** Returns all tags in your Linkkit account, ordered by name. - Action **List UTM templates** Returns all UTM templates in your Linkkit workspace, ordered by name, with their source, medium, campaign, term, content and ref values. - Action **Update Link** Updates an existing short link — change its destination URL, title, notes, list, expiry, active status, or rename its short code. Only the fields you fill in are changed. - Action **Upsert Link** Creates a short link with the short code you choose, or updates the existing link that already uses that short code. ## 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) - [ **Linkkit** Linkkit is a smart link platform to create trackable links, measure real engagement, and run campaigns with...](https://apiant.ai/connections/linkkit) 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 Linkkit - [ **HubSpot to Linkkit** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-linkkit) - [ **Google Sheets to Linkkit** Google Sheets](https://apiant.ai/connect/google-sheets-to-linkkit) - [ **Gmail to Linkkit** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-linkkit) - [ **Google Calendar to Linkkit** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-linkkit) - [ **Google Drive to Linkkit** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-linkkit) - [ **ActiveCampaign to Linkkit** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-linkkit) Questions ## Docupilot and Linkkit, 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 Linkkit when something happens in Docupilot? Any of Linkkit's 14 actions, including Create Link, Update Link, Add list and Add QR code. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Linkkit to Docupilot? Yes. When something happens in Linkkit, your agent can act in Docupilot too. This page covers both directions: Linkkit's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Linkkit? 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 Linkkit 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.