Integration
Connect Docupilot and Productive.io
When Envelope Completed fires in Docupilot, your agent runs Add Comment to Deal in Productive.io, or New time entry in Productive.io 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 Productive.io 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 Productive.io can do together
From Docupilot to Productive.io
When Envelope Completed in Docupilot
then Add Comment to Deal in Productive.io
From Productive.io 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 Productive.io
Triggers and actions 3 triggers · 68 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 time entry
Triggers when a new time entry is tracked in Productive.
- Add Comment to Deal
Adds a comment to a deal in Productive.
- Add comment to task
Adds a comment to a task in Productive.
- Add expense
Creates a new expense in Productive, optionally allocated to a budget service.
- Add invoice
Creates a new invoice for a client company in Productive.
- Add time entry
Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.
- Create Booking
Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive.
- Create Company
Creates a new company (client) in Productive with its billing, invoicing and contact details.
- Create Contact
Creates a contact (person) in Productive, linked to a client company.
- Create Deal
Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.
- Create Project
Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.
- Create Service
Creates a service (a billable line of work) on a Productive deal or budget.
- Create Task
Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.
- Create Task List
Creates a task list inside a project folder in Productive.
- Delete task
Permanently deletes a task in Productive.
- Find Company
Finds companies in Productive by name or company code and returns the matches.
- Find Contact
Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.
- Find Deal
Finds deals in Productive by name, number or company and returns the matches.
- Find invoices by criteria
Returns invoices matching an invoice number and/or company, with the first match and a count.
- Find projects by criteria
Finds projects matching a name, client company, project manager or status, returning the matches and the first one.
- Find Task
Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.
- Find time entries by criteria
Returns time entries matching the criteria you give, such as person, service, task or date range.
- Find User
Finds users (team members) in your Productive organization by name or email and returns the matches.
- Get Booking
Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.
- Get Comment
Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.
- Get Expense
Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.
- Get Service
Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.
- Get Task List
Returns a single task list by its ID, including its name, position, archive status and its project, board and folder.
- Update booking
Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.
- Update company
Updates an existing company in Productive. Only the fields you fill in are changed.
- Update Contact
Updates an existing contact (person) in Productive. Only the fields you fill in are changed.
- Update Deal
Updates an existing deal or budget in Productive, changing only the fields you fill in.
- Update project
Updates an existing project in Productive. Only the values you fill in are changed.
- Update Task
Updates an existing task in Productive. Only the values you fill in are changed.
- Update time entry
Updates an existing time entry in Productive, changing only the fields you fill in.
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
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Questions
Docupilot and Productive.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 Productive.io when something happens in Docupilot?
Any of Productive.io's 34 actions, including Create Booking, Create Company, Create Contact and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Productive.io to Docupilot?
Yes. When something happens in Productive.io, your agent can act in Docupilot too. This page covers both directions: Productive.io's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Productive.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 Productive.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.