Integration
Connect Docupilot and Resource Guru
When something happens in Docupilot or Resource Guru, your agent does the next thing in the other. Describe it 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 Resource Guru 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 Resource Guru can do together
From Docupilot to Resource Guru
When Envelope Completed in Docupilot
then Add task in Resource Guru
From Resource Guru 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 Resource Guru
Triggers and actions 7 triggers · 62 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 or Updated Booking
Triggers when a new booking is created and/or a booking is updated.
- New or Updated Client
Triggers when a new client is created and/or a client is updated.
- New or Updated Project
Triggers when a new project is created and/or when a project is updated.
- New or Updated Resource
Triggers when a new resource is created and/or when a resource is updated.
- New or Updated Time Off Event
Triggers when a time off event is created and/or a time off event is updated.
- Add task
Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.
- Create Booking
Creates a new booking for one or more resources in Resource Guru.
- Create Client
Creates a new client in a Resource Guru account.
- Create Project
Creates a new project.
- Create Resource
Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.
- Create Time Off Event
Creates a time off (downtime) event for one or more resources in Resource Guru.
- Delete booking
Deletes a booking, or a single date or set of occurrences of a repeating booking.
- Delete client
Deletes a client from a Resource Guru account.
- Delete project
Deletes a project from a Resource Guru account.
- Delete resource
Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.
- Delete time off event
Deletes a time off event (downtime) from a Resource Guru account.
- Get booking
Get one booking by id.
- Get client
Returns a specific client by its ID.
- Get project
Returns a specific project by its id, including its client, team, activity types and custom field values.
- Get resource
Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.
- Get task
Returns one Resource Guru task with its phase, dates and estimate.
- Get time off event
Returns a single time off (downtime) event by its id.
- List bookings
List bookings.
- List clients
Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.
- List projects
Returns every active project in a Resource Guru account, optionally including archived and deleted projects.
- List resources
Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.
- List time off events
Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.
- List users
Returns every user on the Resource Guru account, both active and deleted.
- Update Booking
Updates an existing booking by ID.
- Update Client
Updates an existing client in Resource Guru. Only the fields you fill in are changed.
- Update Project
Update an existing project in Resource Guru. Only the fields you fill in are changed.
- Update Resource
Updates an existing resource.
- Update Time Off Event
Updates a time off event.
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 Resource Guru
Google Sheets to Resource GuruGoogle Sheets
Google Drive to Resource GuruGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Resource GuruMailchimp marketing automation and email platform.
Questions
Docupilot and Resource Guru, 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 Resource Guru when something happens in Docupilot?
Any of Resource Guru's 28 actions, including Create Booking, Create Client, Create Project and Create Resource. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resource Guru to Docupilot?
Yes. When something happens in Resource Guru, your agent can act in Docupilot too. This page covers both directions: Resource Guru's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Resource Guru?
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.