Integration
Connect Docupilot and Orderspace
When Envelope Completed fires in Docupilot, your agent runs Add invoice in Orderspace, or New Customer in Orderspace to Create Envelope in Docupilot. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Docupilot and Orderspace to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Docupilot and Orderspace can do together
From Docupilot to Orderspace
When Envelope Completed in Docupilot
then Add invoice in Orderspace
From Orderspace to 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 Orderspace
Triggers and actions 12 triggers · 53 actions
- Envelope Completed
Triggers when all recipients finish signing an envelope.
- New Envelope
Triggers when a new e-signature envelope is created.
- Cancel Envelope
Cancel an in-progress e-signature envelope.
- Convert Document
Convert a document to another format.
- Copy Template
Duplicate a template including its preferences and deliveries.
- Create Envelope
Create a new e-signature envelope.
- Create Envelope Recipient
Add a recipient to an e-signature envelope.
- Create Folder
Create a new folder.
- Create Template
Create a new document template.
- Create Template Delivery
Configure a new delivery on a template.
- Create Template Merge Link
Create a shareable link that generates a document from a template.
- Delete Folder
Delete a folder.
- Delete Template
Move a template to the trash.
- Get Bulk Generation Task
Retrieve a single bulk document-generation task.
- Get Envelope Details
Retrieve the details of an e-signature envelope.
- Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
- Get Envelope Signing Link
Retrieve the signing link for an envelope.
- Get Template
Retrieve a single template by its id.
- Get Template Schema
Retrieve a template's merge-field schema.
- List Bulk Generation Tasks
List bulk document-generation tasks for a template.
- List Document History
List previously generated documents.
- List Envelope Recipients
List the recipients of an e-signature envelope.
- List Envelopes
List e-signature envelopes.
- List Folders
List the folders in the Docupilot account.
- List Template Deliveries
List the deliveries configured on a template.
- List Templates
List the templates in the Docupilot account.
- Merge Documents
Append and merge multiple documents into one.
- 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.
- Retry Document Delivery
Retry a failed document delivery.
- Send Envelope
Send an e-signature envelope to its recipients.
- Send Envelope Reminder
Send a signing reminder to an envelope's signers.
- Transform PDF
Apply a transformation to a PDF document.
- Trigger Bulk Generation
Start a prepared bulk document-generation task.
- Update Folder
Update a folder's details.
- Update Template
Update an existing template's settings.
- Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.
- New Customer
Triggers when a new customer is created in Orderspace.
- New Dispatch
Triggers when items on an Orderspace order are dispatched.
- New Invoice
Triggers when an invoice is created in Orderspace.
- New Order
Triggers when a new order is placed in Orderspace.
- New Payment
Triggers when a payment is made or recorded on an Orderspace invoice.
- New Product
Triggers when a new product is created in Orderspace.
- Updated Customer
Triggers when a customer is updated in Orderspace, returning the customer record with the updates applied.
- Updated Inventory Level
Triggers when the stock on hand or available quantity of a product variant changes in Orderspace.
- Updated Order
Triggered when an order is changed. Watches the 200 most recently created orders.
- Updated Product
Triggers when a product is updated in Orderspace, returning the product with the updates applied.
- Add invoice
Creates an invoice in Orderspace for one or more of a customer's orders.
- Add product
Creates a new product with its variants, prices and categories in Orderspace.
- Create Customer
Creates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address.
- Create Dispatch
Creates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched.
- Create Order
Creates an order for an existing customer, with product, custom and shipping lines.
- Delete customer
Deletes a customer from your Orderspace site.
- Delete order
Deletes an order in Orderspace.
- Delete product
Deletes a product (and its variants) from your Orderspace catalog.
- Get customer
Returns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group.
- Get dispatch
Returns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines.
- Get invoice
Returns a single invoice by its ID, including its lines, orders, billing address and payments.
- Get order
Returns a single Orderspace order by its ID, including customer details, addresses, order lines and totals.
- Get product
Returns a single product by its ID, including its variants, prices, categories and images.
- List customers
Returns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list.
- List inventory levels
Returns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date.
- List orders
Returns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order.
- Update customer
Updates an existing Orderspace customer. Fields left blank keep their current values.
- Update Inventory Level
Sets the on-hand or available stock quantity for a product variant, identified by its SKU.
- Update product
Updates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Docupilot
Docupilot to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Docupilot to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Docupilot to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Docupilot to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Docupilot to StripeStripe is a payment processing platform for online businesses.
Docupilot to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Orderspace
Google Sheets to OrderspaceGoogle Sheets
Google Drive to OrderspaceGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to OrderspaceMailchimp marketing automation and email platform.
Questions
Docupilot and Orderspace, 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 Orderspace when something happens in Docupilot?
Any of Orderspace's 19 actions, including Create Customer, Create Dispatch, Create Order and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Orderspace to Docupilot?
Yes. When something happens in Orderspace, your agent can act in Docupilot too. This page covers both directions: Orderspace's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Orderspace?
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.
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.