--- title: "Connect Docupilot to Moderation API - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add author\" in Moderation API." canonical: "https://apiant.ai/connect/docupilot-to-moderation-api" --- # Connect Docupilot to Moderation API When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add author** in [Moderation API](https://apiant.ai/connections/moderation-api). Describe the whole flow and it is built, tested on every scenario and kept running. Docupilot **2** triggers Docupilot **34** actions Moderation API **18** 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 Moderation API 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 Moderation API - When **Envelope Completed** in Docupilot then **Add author** in Moderation API - When **New Envelope** in Docupilot then **Add wordlist** in Moderation API 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 Moderation API ## Triggers and actions 2 triggers · 52 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 author** Creates a new author (a user of your platform) in Moderation API so their content and behavior can be tracked and moderated. - Action **Add wordlist** Creates a new wordlist in your Moderation API organization, optionally filled with an initial set of words. Add the wordlist to a policy to use it in moderation. - Action **Add words to wordlist** Adds words or phrases to an existing wordlist. Words already on the list are ignored. - Action **Block author** Blocks an author so they cannot post new content until they are unblocked. - Action **Delete author** Deletes an author, resetting their status, blocks, trust level, metrics and action history. The author is recreated with a clean record the next time their content is moderated. - Action **Extract All Data** Analyzes a piece of text and returns all data found in it — email addresses, phone numbers, URLs, addresses, names and other personal information or wordlist matches — along with the overall moderation result. - Action **Get author** Returns an author's details, including their status, trust level, block details, risk level, content metrics and metadata. - Action **Get Moderated Text** Submits a piece of text for moderation and returns the moderated text (with any personal information or banned words masked), along with whether it was flagged and the recommended action. - Action **Get Moderation Object** Submits a structured object made of several named text, image, video or audio parts (for example a profile's name, bio and avatar) for moderation, and returns the evaluation, the recommended action and the per-policy results. - Action **Get wordlist** Returns a single wordlist, including its name, strict-mode setting and every word it contains. - Action **List authors** Returns the authors in your Moderation API project, with their status, trust level and content metrics. By default the most recently active authors come first. - Action **List queue items** Returns the items in a review queue, with the queue's own filters applied. By default only items still waiting for review are returned. - Action **List wordlists** Returns the wordlists in your Moderation API organization, with each wordlist's name, description and creation date. - Action **Moderate content** Submits text, an image, a video, audio or a structured object for moderation and returns whether it was flagged, the recommended action (allow, review or reject) and the per-policy results. - Action **Resolve queue item** Marks an item in a review queue as resolved, removing it from the queue's pending list. - Action **Send feedback** Sends a feature request, bug report or other feedback to the Moderation API team, who may reply by email. - Action **Unblock author** Unblocks a blocked or suspended author so they can post new content again. - Action **Update author** Updates an existing author's profile in Moderation API, such as their name, email, company, trust level or metadata, and returns the updated author. ## 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) - [ **Moderation API** Automatically detect and hide personal information like email addresses and phone numbers - even if the user...](https://apiant.ai/connections/moderation-api) 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 Moderation API - [ **HubSpot to Moderation API** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moderation-api) - [ **Salesforce to Moderation API** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-moderation-api) - [ **Slack to Moderation API** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-moderation-api) - [ **Google Sheets to Moderation API** Google Sheets](https://apiant.ai/connect/google-sheets-to-moderation-api) - [ **Gmail to Moderation API** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moderation-api) - [ **Google Calendar to Moderation API** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moderation-api) Questions ## Docupilot and Moderation API, 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 Moderation API when something happens in Docupilot? Any of Moderation API's 18 actions, including Send feedback, Update author, Add author and Add wordlist. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Moderation API to Docupilot? Moderation API has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Moderation API's API documentation and adds it. ### ### Do I have to build a connector for Docupilot or Moderation API? 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 Moderation API 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.