--- title: "Connect Docupilot and Pics.io - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add assets to collection\" in Pics.io." canonical: "https://apiant.ai/connect/docupilot-to-pics-io" --- # Connect Docupilot and Pics.io When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add assets to collection** in [Pics.io](https://apiant.ai/connections/pics-io), or **Assets Added to Collection** in Pics.io 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 Pics.io **10** triggers Pics.io **11** 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 Pics.io 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 Pics.io can do together ### From Docupilot to Pics.io - When **Envelope Completed** in Docupilot then **Add assets to collection** in Pics.io - When **New Envelope** in Docupilot then **Add keyword** in Pics.io ### From Pics.io to Docupilot - When **Assets Added to Collection** in Pics.io then **Create Envelope** in Docupilot - When **Assets Color Changed** in Pics.io 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 Pics.io ## Triggers and actions 12 triggers · 45 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 **Assets Added to Collection** Triggers when an asset is added to the selected Pics.io collection (including its nested collections). - Trigger **Assets Color Changed** Triggers when the color label on an asset in your Pics.io library is set or changed. - Trigger **Assets Flag Changed** Triggers when an asset's flag changes to flagged, unflagged or rejected in your Pics.io library. - Trigger **Assets Metadata Changed** Triggers when an asset's metadata (title, description, keywords, custom fields and other details) is changed in Pics.io. - Trigger **Assets Moved to Collection** Triggers when assets are moved into the chosen collection (or any collection inside it). - Trigger **Assets Raiting Changed** Triggers when an asset's star rating is changed in your Pics.io library. - Trigger **Metadata Processing Completed** Triggers when Pics.io finishes processing an asset's file metadata, including when metadata is reprocessed for an existing asset. - Trigger **New Asset** Triggers when a new asset is added to your Pics.io library, optionally limited to a collection, inbox, lightboard, type or other filters. - Trigger **New Collection** Triggers when a new collection is created directly inside the collection you choose (pick the root to watch top-level collections). - Trigger **New Comment** Triggers when a new comment is added to an asset in your Pics.io library. - Action **Add assets to collection** Adds one or more Pics.io assets to a collection, or moves them into it so they leave their other collections. - Action **Add keyword** Creates a new keyword in the Pics.io keyword tree, optionally nested under a parent keyword. - Action **Create Collection** Creates a new collection in Pics.io, optionally nested inside an existing parent collection. - Action **Delete collection** Deletes a collection from your Pics.io library. - Action **Find assets** Returns the assets in your Pics.io library that match a text search and optional filters such as collection, type, flag, rating, color or creation date. - Action **Find collections** Returns the collections whose name or description contains the text you search for. - Action **Find keywords** Returns the keywords in your Pics.io account whose name matches the search text. - Action **Get assets** Returns the full details of one or more Pics.io assets by their IDs. - Action **List custom fields** Returns every custom field defined in your Pics.io workspace, including each field's title, type, visibility and allowed options. - Action **Update asset** Updates an existing Pics.io asset by ID — its file name, title, description, rating, flag and color label — and returns the updated asset. Fields left blank are not changed. - Action **Update custom field values on assets** Sets the value of one custom field on one or more Pics.io assets at once. ## 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) - [ **Pics.io** Pics.io is a cloud service for digital assets management built on top of Google Drive.](https://apiant.ai/connections/pics-io) 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 Pics.io - [ **HubSpot to Pics.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pics-io) - [ **Google Sheets to Pics.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-pics-io) - [ **Gmail to Pics.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pics-io) - [ **Google Calendar to Pics.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pics-io) - [ **Google Drive to Pics.io** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pics-io) - [ **Mailchimp to Pics.io** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pics-io) Questions ## Docupilot and Pics.io, 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 Pics.io when something happens in Docupilot? Any of Pics.io's 11 actions, including Create Collection, Update asset, Update custom field values on assets and Add assets to collection. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pics.io to Docupilot? Yes. When something happens in Pics.io, your agent can act in Docupilot too. This page covers both directions: Pics.io's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Pics.io? 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 Pics.io 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.