--- title: "Connect Docupilot and OpsGenie - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add note to alert\" in OpsGenie, or \"New alert\" in OpsGenie to \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/docupilot-to-opsgenie" --- # Connect Docupilot and OpsGenie When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add note to alert** in [OpsGenie](https://apiant.ai/connections/opsgenie), or **New alert** in OpsGenie 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 OpsGenie **1** trigger OpsGenie **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 OpsGenie 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 OpsGenie can do together ### From Docupilot to OpsGenie - When **Envelope Completed** in Docupilot then **Add note to alert** in OpsGenie - When **New Envelope** in Docupilot then **Create Alert** in OpsGenie ### From OpsGenie to Docupilot - When **New alert** in OpsGenie then **Create Envelope** in Docupilot - When **New alert** in OpsGenie 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 OpsGenie ## 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 **New alert** Triggers when a new alert is created in OpsGenie, optionally limited to alerts matching a search query. - Action **Acknowledge alert** Acknowledges an OpsGenie alert, optionally adding a note. The request is processed asynchronously and returns a request id. - Action **Add note to alert** Adds a note to an existing OpsGenie alert. The note is processed asynchronously; the returned request id can be used to check its status. - Action **Assign alert** Assigns an OpsGenie alert to a user as its owner. - Action **Close alert** Closes an OpsGenie alert identified by its id, tiny id or alias. Closing is processed asynchronously and returns a request id. - Action **Close incident** Closes an OpsGenie incident, optionally adding a note. - Action **Create Alert** Creates a new alert in OpsGenie with a message, optional priority, responders, tags and custom details. - Action **Delete alert** Deletes an OpsGenie alert by its id, tiny id or alias. The deletion is processed asynchronously and returns a request id. - Action **Get alert** Returns a single OpsGenie alert, looked up by its id, tiny id or alias. - Action **Get incident** Returns an OpsGenie incident by its id or tiny id, including its message, status, priority, responders, tags and custom properties. - Action **List alerts** Returns alerts in your OpsGenie account, optionally filtered by a search query or a saved search, and sorted by the field you choose. - Action **List incidents** Returns incidents matching a search query, sorted as requested. - Action **List schedules** Returns all on-call schedules in the OpsGenie account, optionally with their rotations. - Action **List teams** Returns all teams in the OpsGenie account, with each team's id, name and description. - Action **List users** Returns the users in your Opsgenie account, optionally filtered by a search query and sorted. ## 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) - [ **OpsGenie** OpsGenie extends IT Operations Management to mobile devices.](https://apiant.ai/connections/opsgenie) 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 OpsGenie - [ **HubSpot to OpsGenie** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-opsgenie) - [ **Google Sheets to OpsGenie** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-opsgenie) - [ **Gmail to OpsGenie** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-opsgenie) - [ **Google Calendar to OpsGenie** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-opsgenie) - [ **Google Drive to OpsGenie** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-opsgenie) - [ **Mailchimp to OpsGenie** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-opsgenie) Questions ## Docupilot and OpsGenie, 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 OpsGenie when something happens in Docupilot? Any of OpsGenie's 14 actions, including Create Alert, Acknowledge alert, Add note to alert and Assign alert. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OpsGenie to Docupilot? Yes. When something happens in OpsGenie, your agent can act in Docupilot too. This page covers both directions: OpsGenie's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or OpsGenie? 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 OpsGenie 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.