--- title: "Connect Docupilot to Luma - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add ticket type\" in Luma." canonical: "https://apiant.ai/connect/docupilot-to-luma" --- # Connect Docupilot to Luma When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add ticket type** in [Luma](https://apiant.ai/connections/luma). Describe the whole flow and it is built, tested on every scenario and kept running. Docupilot **2** triggers Docupilot **34** actions Luma **17** 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 Luma 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 can start in Luma - When **Envelope Completed** in Docupilot then **Add ticket type** in Luma - When **New Envelope** in Docupilot then **Apply contact tag** in Luma 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 Luma ## Triggers and actions 2 triggers · 51 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. - Action **Add guests** Adds one or more guests to a Luma event, optionally assigning ticket types, an approval status, and whether Luma emails them. Returns any guests Luma skipped. - Action **Add host** Adds a host to a Luma event, as a manager or as check-in staff, by email address. - Action **Add ticket type** Creates a new ticket type (free or paid) for a Luma event. Paid ticket types require the calendar to have a connected Stripe account. - Action **Apply contact tag** Applies a contact tag to existing contacts on your Luma calendar, identified by user ID or email. Does not create new contacts. - Action **Block contact** Blocks a contact on your Luma calendar so they can't follow it or join its events, and stop receiving your invites and newsletters. - Action **Cancel event** Cancels a Luma event. The event is permanently deleted, all guests are notified, and paid guests can optionally be refunded. - Action **Create Calendar Person** Adds a person to your Luma calendar as a contact by email, optionally with a name and contact tags, so you can invite them to events and send newsletters. - Action **Get calendar** Returns the details of the Luma calendar your connected API key belongs to, including its name, URL, location, social handles and default event settings. - Action **Get event** Returns the details of a Luma event, including its schedule, location, visibility, hosts and, for events you manage, guest counts by status. - Action **Get guest** Returns one guest of a Luma event, looked up by guest ID, ticket key, guest key or email, including their approval status, registration answers and tickets. - Action **Import contacts** Imports contacts into your Luma calendar so you can invite them to events and send them newsletters, optionally tagging them. - Action **List contacts** Returns the contacts (people) on your Luma calendar, optionally filtered by a name/email search, tags or membership status. - Action **List events** Returns the events on your Luma calendar, optionally filtered by date range, submission status, platform and access level. - Action **List guests** Returns the guests who have registered for or been invited to a Luma event, with their approval status, contact details, registration answers and tickets. - Action **List ticket types** Returns every ticket type set up for a Luma event, including its name, price and capacity. - Action **Send invites** Sends people an email invite (and an SMS if their phone is linked to Luma) to a Luma event. Returns any invitees who were skipped because they unsubscribed, were removed, or are blocked. - Action **Update guest status** Changes a guest's registration status for a Luma event — approve (Going), decline, move back to pending approval, or waitlist — optionally refunding a paid guest and adding a personal note to the notification email. ## 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) - [ **Luma** Luma is an event management app that gives you the tools to host delightful events.](https://apiant.ai/connections/luma) 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 Luma - [ **HubSpot to Luma** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-luma) - [ **Salesforce to Luma** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-luma) - [ **Slack to Luma** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-luma) - [ **Google Sheets to Luma** Google Sheets](https://apiant.ai/connect/google-sheets-to-luma) - [ **Gmail to Luma** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-luma) - [ **Google Calendar to Luma** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-luma) Questions ## Docupilot and Luma, 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 Luma when something happens in Docupilot? Any of Luma's 17 actions, including Create Calendar Person, Send invites, Update guest status and Add guests. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Luma to Docupilot? Luma has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Luma's API documentation and adds it. ### ### Do I have to build a connector for Docupilot or Luma? 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 Luma 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.