Integration
Connect Docupilot and Plutio
When Envelope Completed fires in Docupilot, your agent runs Create a Task in Plutio, or New Block in Plutio 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 Plutio to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Plutio can do together
From Docupilot to Plutio
When Envelope Completed in Docupilot
then Create a Task in Plutio
From Plutio 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 Plutio
Triggers and actions 6 triggers · 51 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 Block
Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice.
- New Task
Triggers when a new task is created in your Plutio workspace.
- New Task Board
Triggers when a new task board is created in your Plutio workspace.
- New Task Group
Triggers when a new task group is created in Plutio.
- Create a Task
Creates a task on a project's task board in Plutio and returns the new task.
- Create Block
Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block.
- Create Invoice
Creates a draft invoice in Plutio for a client person or company. Line items are added separately.
- Create Person
Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record.
- Create Project
Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board.
- Create Task Board
Creates a new task board in Plutio, optionally inside a project.
- Create Task Group
Creates a new task group (a column or section) on a Plutio task board and returns the created group.
- Delete Block
Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice.
- Delete Invoice
Permanently deletes an invoice from your Plutio workspace.
- Find Person
Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches.
- Get Task
Returns a single task by its id, including its custom field values.
- Move a Task
Moves a task to a different task group, task board or project.
- Retrieve Block/Blocks
Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice.
- Retrieve Person/People
Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query.
- Update a Task
Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same.
- Update Invoice
Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are.
- Update Person
Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed.
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 Plutio
Ontraport to PlutioOntraport is an all-in-one CRM, marketing automation, and e-commerce platform.
Google Sheets to PlutioGoogle Sheets
Google Drive to PlutioGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Docupilot and Plutio, 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 Plutio when something happens in Docupilot?
Any of Plutio's 17 actions, including Create a Task, Create Block, Create Invoice and Create Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plutio to Docupilot?
Yes. When something happens in Plutio, your agent can act in Docupilot too. This page covers both directions: Plutio's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Plutio?
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 Plutio 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.